Coordinator, Client Service
Brown & Brown Insurance
full-time
Posted on:
Location Type: Remote
Location: Florida • South Carolina • United States
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Job Level
About the role
- Manage an active caseload, processing various services through product delivery.
- Correspond with customers in writing using correct templates and customer instructions.
- Obtain necessary information and documentation to complete requested services.
- Educate customers on available services and Medicare Secondary Payer Compliance.
- Accurately review and enter data into the case management system according to requested services.
- Prepare documents, templates, and other correspondence as needed using multiple software programs.
- Review medical records to obtain rated ages.
- Responsible for electronic file organization.
- Receive and respond to telephone calls and emails, addressing customers' questions and concerns.
- Collaborate with all teams to meet customer needs and internal service standards.
- Work diligently to earn and maintain customer trust.
- Escalate customer concerns to the Team Leader for review and resolution.
- Review assigned exception reports.
- Prepare a daily Work Condition Report.
- Foster team cohesion by consistently demonstrating diplomatic, professional, and effective written and verbal communication.
- Strictly adhere to company confidentiality policies and procedures, safeguarding sensitive information at all times.
Requirements
- Minimum High School Diploma or equivalent
- Basic working knowledge of Outlook, Word, Excel, and PDF software
- Exceptional telephone etiquette
- Bachelor's degree from an accredited university or college (Preferred)
- 1-3 years of experience in Workers' Compensation (Preferred)
- Experience in managing a caseload (Preferred)
Benefits
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
case managementdata entrydocument preparationmedical record reviewexception report reviewcustomer serviceproduct deliverytelephone etiquettecaseload management
Soft Skills
written communicationverbal communicationteam collaborationcustomer trustdiplomacyprofessionalismproblem resolutionattention to detail
Certifications
High School DiplomaBachelor's degree