Coordinator, Client Service

Brown & Brown Insurance•Remote - Arizona, AZ

29d

About The Position

A Coordinator serves as a Medicare Secondary Payer Compliance liaison between insurers, third-party administrators, attorneys, and various departments within the company. The role involves managing and maintaining an active caseload containing confidential information. The Coordinator is responsible for both written and verbal communication with teammates and customers to ensure the completion of requested services. The ability to collaborate with all teams to meet internal and client-specific service expectations is essential. Additionally, this role requires a willingness to cross-train with teammates in similar roles to provide backup support when needed.

Requirements

Minimum High School Diploma or equivalent
Basic working knowledge of Outlook, Word, Excel, and PDF software
Exceptional telephone etiquette

Nice To Haves

Bachelor's degree from an accredited university or college
1-3 years of experience in Workers' Compensation
Experience in managing a caseload

Responsibilities

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.
Any other duties as may be assigned.