Medical Administrative Coordinator

Brown & Brown Insurance•Remote - Florida, FL

11d•Onsite

About The Position

This is a shared position reporting to the Manager of Bridge Pointe Administration Services 75% of the time and reporting to the Manager of Bridge Pointe Structured Settlements the other 25% of the time. Primary responsibility is providing support activities to the Bridge Pointe Administration team and Structured Settlement teams by providing administrative, operational, and customer service support for fiduciary trust accounts and structured settlements. Prepare and track settlement quotes, premiums, and payment schedules; maintain accurate case management records; and coordinates documentation with carriers and internal teams. Generates regulatory correspondence, reviews legal and financial documents for compliance, supports referral intake and service quoting, and delivers daily customer service to members, providers, and settlement partners.

Requirements

Detail‑oriented professional with strong administrative and data management skills.
Demonstrates accuracy and efficiency in data entry and typing, with proficiency in Microsoft Office 365 applications.
Able to multitask effectively while managing competing priorities and communicates clearly and professionally both verbally and in writing.
Consistently performs duties with a high level of reliability, organization, and attention to detail.
Minimum of a High School Diploma or equivalent
Exceptional telephone demeanor
Good working knowledge of Human Anatomy
Good working knowledge of Medical Terminology
Proficient with MS Office Suite

Nice To Haves

Bachelor’s Degree or equivalent work experience
Experience in Workers Comp preferred
Adjusters license
Experience in Medical Billing/Coding

Responsibilities

Generate denial letters and prepare for mailing by Document Solutions Team
Generate Self-Administration annual reminder letters and prepare for mailing by Document Solutions Team
Generate 90-day letters and prepare for mailing by Document Solutions Team
Review and process returned mail
Identify if new member address on file
Re-generate the letter that was returned and prepare for mailing by Document Solutions Team
Receive and process email and faxes from Document Solutions Team and upload to member’s files
Respond to claim status emails
Handle BP information emails/calls in queue
Assist with Customer Service calls answering member questions about their account or payment for services
Audit Quotes being entered by Operations Support Team
Track Premium to be sure it is received by the life company timely
Track first payment dates and ensure they are released timely
Follow up on final settlement documents and other final documents needed for policy creation
Create diary follow up task requests for ongoing follow up until policy is received
Submit final documents to the life company and request policy.
Create diary follow up task requests for ongoing follow up until policy is received
Distribute annuity policy to all parties (Carrier/claimant/AA?)
Accurately enter data into case management system
Reviews of legal and financial documents for the trust account
Creates and updates Bridge Pointe letter templates correspondence with beneficiaries, attorneys, carriers and governmental agencies
Ensures compliance with all governmental regulations and reporting requirements.
Reviews new referral intake for specifics of service or combination of services requested and ensures that new referrals are entered accurately and completely.
Provides written quotes for Bridge Pointe services to parties involved in the settlement process.
Ensures receipt of proper documentation to complete closure/notices/disbursement provisions for any remaining accounts funds upon account termination.
Daily Customer Service with medical providers and members either through phone calls or emails