Client Service Coordinator
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Job Description
Medicare compliance coordinator managing confidential client caseloads for Brown & Brown, an insurance brokerage. Communicating with customers, reviewing records, and processing services accurately.
Responsibilities:
- Serve as a Medicare Secondary Payer Compliance liaison between insurers, third-party administrators, attorneys, and company departments
- Manage and maintain an active caseload containing confidential information
- Process various services through product delivery
- Correspond with customers in writing using correct templates and customer instructions
- Obtain information and documentation needed to complete requested services
- Educate customers on available services and Medicare Secondary Payer Compliance
- Review and enter data into the case management system
- Prepare documents, templates, and correspondence using multiple software programs
- Review medical records to obtain rated ages
- Organize electronic files
- Respond to telephone calls and emails and address customer questions and concerns
- Collaborate with teams to meet customer needs and internal service standards
- Escalate customer concerns to the Team Leader for review and resolution
- Review assigned exception reports
- Prepare a daily Work Condition Report
- Foster team cohesion through diplomatic, professional, and effective written and verbal communication
- Safeguard sensitive information and follow company confidentiality policies and procedures
- Cross-train with teammates to provide backup support when needed
- Perform other assigned duties
Requirements:
- Minimum High School Diploma or equivalent
- Basic working knowledge of Outlook, Word, Excel, and PDF software
- Exceptional telephone etiquette
- Ability to perform each essential duty satisfactorily
- Bachelor's degree from an accredited university or college (preferred)
- 1–3 years of experience in Workers' Compensation (preferred)
- Experience managing a caseload (preferred)
- Ability to safeguard confidential information and follow company policies and procedures
Benefits:
- Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- ESPP
- 401k
- Student Loan Assistance
- Tuition Reimbursement
- Free Mental Health & Enhanced Advocacy Services
- Paid Time Off
- Holidays
- Preferred Partner Discounts
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