Client Experience Group Lead

Brown & Brown Insurance

3d•$28 - $29•Onsite

About The Position

This position is responsible for participating in the development and implementation of strategic system set-up concepts, processes, and solutions to ensure the efficiency, effectiveness, and reliability of products and services. Directly corresponds with schools and carriers as a company representative to ensure tasks and processes are being performed and are meeting client and partner expectations. Ensures all functions regarding set-up, waivers, eligibility, enrollment and customer care are completed within assigned group. This includes responsibility for processing new data or changes into the various systems, answering waivers, eligibility and enrollment questions or verifying status, and reconciliation of discrepancies.

Requirements

Previous customer service and data entry experience preferred
Advanced MS Excel training
PC proficiency to include Microsoft Word, Excel, PowerPoint, and Outlook
Strong written and oral communication skills
Sound problem solving skills

Nice To Haves

Bachelor’s Degree preferred
Accounting or health insurance experience a plus

Responsibilities

Ensure all incoming services tasks (as assigned to group) are accurately assigned and completed in a timely manner.
Mentor and train team on various service-level tasks and activities, as needed.
Assist internal team and the universities for adding students, deleting students, making any status changes, etc.
Assist internal team and the students regarding waivers, eligibility and enrollment questions, changes, support e-mails, refunds, etc.
Group service ticket queue monitoring, tracking and completing (tickets within queue).
Emergency adds of students who were left off original file, not been sent to us yet, etc.
Renewal Letters.
Processing and reconciling of payments received from the universities.
Assist the carriers and TPA’s with questions, such as dates and coverage periods.
Reconciling of Invoices and Discrepancy reports.
Assist accountant with monthly payments that are sent to carriers and schools.
Assist with daily deposits.
Work on pending records.
Maintain a good working relationship with schools and students alike.
Communicate and interact effectively and professionally with co-workers, management, customers, etc.
Comply with HIPAA, Diversity Principles, Corporate Integrity, Compliance Program policies and other applicable corporate and departmental policies.
Maintain complete confidentiality of company business.
Maintain communication with management regarding development within areas of assigned responsibilities and perform special projects as required or requested.