Member Accounts & Custodial Specialist

001 Brown & Brown, Inc; Arizona; Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health Benefits: Medical/Rx, Dental, V

401k; Employee discounts

Job summary

Brown & Brown, Inc. is seeking a Member Account Specialist to join our growing team in the United States. This role administers MSA and MCA custodial accounts, reviews medical bills, processes payments, and ensures compliance with contractual terms.

Ideal candidates have 3–5 years of relevant experience in workers’ compensation, healthcare, or medical billing, strong customer service and communication skills, and proficiency with the Microsoft Office Suite. A high school diploma is required.

Qualifications

• High school diploma or equivalent.
• 3–5 years of experience in workers’ compensation, healthcare, medical billing, or a related field.
• Strong customer service and professional communication skills, including experience assisting customers by phone and email.
• Working knowledge of Microsoft Office Suite.

Responsibilities

• 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.

Skills

Customer service

Communication skills

Microsoft Office

Attention to detail

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

Brown & Brown, Inc. is seeking a Member Account Specialist to join our growing team in the United States. This role administers MSA and MCA custodial accounts, reviews medical bills, processes payments, and ensures compliance with contractual terms.

Ideal candidates have 3–5 years of relevant experience in workers’ compensation, healthcare, or medical billing, strong customer service and communication skills, and proficiency with the Microsoft Office Suite. A high school diploma is required.