Member Account Specialist

Brown & Brown Insurance; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

Bridge Pointe is seeking a Member Account Specialist in the United States to support Medicare Set-Aside (MSA) and Medical Custodial Account (MCA) funds. The role blends account administration, compliance, and customer service to ensure funds are managed accurately and in line with requirements.

As a member of the team, you will review bills, process payments, and maintain accurate account data while communicating with members, providers, and CMS.

Qualifications

• 3–5 years of relevant experience in workers’ compensation, healthcare, or medical billing.
• Strong customer service and professional communication by phone and email.
• Working knowledge of anatomy and medical terminology.
• Proficient with MS Office and handling confidential information.

Responsibilities

• Administer MSA and MCA custodial accounts per terms.
• Review and process medical bills for custodial accounts.
• Verify incoming custodial funds for accuracy and compliance.
• Support invoicing and processing of payments.
• Enter referrals and ensure complete account data.
• Evaluate pharmacy requests per account requirements.
• Monitor balances, depletions, and transfers.
• Correspond with members, providers, and agencies.

Skills

Customer service

Communication

MS Office

Medical terminology

Attention to detail

Confidential information handling

Education

High school diploma

Bachelor’s degree (preferred)

Tools

Microsoft Office Suite

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Bridge Pointe is looking for a Member Account Specialist to join our growing team.

For nearly 20 years, Bridge Pointe has helped injured individuals navigate the complexities that follow a workers’ compensation or liability settlement. Through personalized service and specialized expertise, our team helps members manage their settlement funds, stay compliant with complex requirements, and make the most of the resources available to them.

What You’ll Do

As a Member Account Specialist, you will support the day-to-day administration of Medicare Set-Aside (MSA) and Medical Custodial Account (MCA) funds. This role combines account administration, regulatory compliance, and customer service to help ensure member funds are managed accurately and in accordance with applicable requirements.

Key responsibilities include:

• Administer MSA and MCA custodial accounts in accordance with account requirements and contractual terms.
• Review and process medical bills and other eligible expenses for payment from custodial accounts.
• Review incoming custodial funds for accuracy and contractual compliance and ensure funds are directed to the appropriate accounts.
• Support fee invoicing and the appropriate processing of payments received.
• Review new referrals and ensure account and service information is entered accurately and completely.
• Evaluate and authorize pharmacy requests based on applicable account and contractual requirements.
• Monitor accounts for low balances, temporary depletion, reserve transfers, and other funding needs.
• Prepare and maintain correspondence with members, beneficiaries, medical providers, and governmental agencies.
• Respond to communications related to professionally administered accounts, including inquiries from the Centers for Medicare & Medicaid Services (CMS).
• Ensure required documentation is received and processed when accounts are closed or terminated, including the appropriate handling of remaining funds.
• Maintain compliance with applicable governmental regulations, reporting requirements, and company procedures.
• Provide responsive, professional customer service to members and medical providers by phone and email.
• Protect confidential and sensitive information in accordance with company policies and procedures.
• Collaborate effectively with team members and communicate professionally with internal and external partners.
• Perform other duties as assigned.

Required Qualifications

• Schedule Hours 8 AM - 5 PM Pacific
• High school diploma or equivalent.
• 3–5 years of relevant experience in workers’ compensation, healthcare, medical billing, claims administration, or a related field.
• Strong customer service and professional communication skills, including experience assisting customers by phone and email.
• Working knowledge of human anatomy and medical terminology.
• Proficiency with Microsoft Office Suite.
• Strong attention to detail and ability to work accurately with confidential and sensitive information.

Preferred Qualifications

• Bachelor’s degree or equivalent combination of education and relevant work experience.
• Workers’ compensation adjuster license.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health &Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.