Client Services Specialist

Brown & Brown Insurance • West Palm Beach, FL

12d

About The Position

Brown & Brown is seeking a Client Services Specialist to provide responsive, solution-oriented assistance with daily client service needs, including claims and billing support for client employees and members. The role acts as a trusted advocate, helping people navigate benefit-related issues and delivering an exceptional client experience. The specialist works with employee benefits including medical, dental, vision, life and disability coverage, Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Health Reimbursement Accounts (HRA). The position reports directly to the Manager, Client Services.

The specialist supports clients and their employees throughout the year, resolves escalated benefit issues, assists with eligibility and open enrollment processes, maintains benefit materials, coordinates projects and vendors, and represents the organization at client benefit and wellness fairs. The role also documents CRM system issues and handles sensitive information with discretion and confidentiality.

Requirements

• At least two years of professional experience in customer services, sales, HR, insurance, or a related field.
• Valid Florida Life, Health & Variable Annuities 2-15 license, or ability to obtain one within the first 90 days of employment.
• Fundamental knowledge of employee benefits, including eligibility, billing, claims processing, appeals, authorizations, and benefit verification.
• Basic knowledge of medical, dental, vision, retirement, life and disability coverage, FSA, HSA, and HRA benefits, including the Affordable Care Act, COBRA, and other federal and state regulations related to employee benefits plan administration.
• Strong interpersonal and communication skills to build trust and maintain positive working relationships with clients and insurance partners; ability to provide customer service by phone.
• Ability to analyze and efficiently and accurately resolve complex, escalated benefit-related issues.
• Written communication and editing skills to update benefits materials and coordinate with internal teams for accuracy and clarity.
• High level of attention to detail when entering eligibility data, completing spreadsheets, and performing audit-related data entry.
• Ability to manage multiple tasks, deadlines, and special projects simultaneously.
• Ability to collaborate effectively with internal graphics and account management teams and external vendor partners.
• Proficiency in Microsoft Office Suite (Outlook, PowerPoint, Word, and Excel) and social business platforms.
• Ability to handle sensitive information with discretion and confidentiality.
• Additional experience may substitute for the required education on a year-for-year basis.

Responsibilities

• Establish and maintain excellent working relationships with clients and insurance partners.
• Resolve escalated and complex issues involving billing, member eligibility, claims, benefit verification, medical authorizations, and general benefit inquiries.
• Provide ongoing support and guidance to clients and their employees on benefits matters throughout the year.
• Assist with annual production of Employee Benefit Highlight (EBH) booklets by updating content and coordinating with in-house graphics and client service teams to support timely production and delivery.
• Enter employee eligibility into insurance partner systems on behalf of clients.
• Assist with completing open enrollment eligibility spreadsheets as needed.
• Complete special projects, including coordinating vendors for benefit fairs and performing data entry for claims audits.
• Represent the organization at client-onsite benefit and wellness fairs.
• Document CRM system issues to support system use and tracking.

Benefits

• Medical/Rx, dental, vision, life, and disability insurance.
• Employee Stock Purchase Plan (ESPP).
• 401(k).
• Student loan assistance.
• Tuition reimbursement.
• Free mental health and enhanced advocacy services.
• Paid time off and holidays.
• Preferred partner discounts.
• Additional benefits may be available; enrollment waiting periods and eligibility criteria may apply, and offerings may vary by subsidiary or location.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed