Member Account Specialist

Brown & Brown Insurance•Remote - Arizona, AZ

About The Position

Bridge Pointe is hiring a Member Account Specialist to support the day-to-day administration of Medicare Set-Aside (MSA) and Medical Custodial Account (MCA) funds. The role combines account administration, regulatory compliance, and customer service to help ensure member funds are managed accurately and according to applicable requirements. Bridge Pointe helps injured individuals navigate the complexities following workers’ compensation or liability settlements by helping members manage settlement funds, remain compliant with requirements, and use available resources.

Requirements

High school diploma or equivalent.
3–5 years of relevant experience in workers’ compensation, healthcare, medical billing, claims administration, or a related field.
Strong customer service and professional communication skills, including experience assisting customers by phone and email.
Working knowledge of human anatomy and medical terminology.
Proficiency with Microsoft Office Suite.
Strong attention to detail and ability to work accurately with confidential and sensitive information.

Nice To Haves

Bachelor’s degree or equivalent combination of education and relevant work experience.
Workers’ compensation adjuster license.

Responsibilities

Administer MSA and MCA custodial accounts in accordance with account requirements and contractual terms.
Review and process medical bills and other eligible expenses for payment from custodial accounts.
Review incoming custodial funds for accuracy and contractual compliance, and ensure funds are directed to the appropriate accounts.
Support fee invoicing and the appropriate processing of payments received.
Review new referrals and ensure account and service information is entered accurately and completely.
Evaluate and authorize pharmacy requests based on applicable account and contractual requirements.
Monitor accounts for low balances, temporary depletion, reserve transfers, and other funding needs.
Prepare and maintain correspondence with members, beneficiaries, medical providers, and governmental agencies.
Respond to communications related to professionally administered accounts, including inquiries from the Centers for Medicare & Medicaid Services (CMS).
Ensure required documentation is received and processed when accounts are closed or terminated, including appropriate handling of remaining funds.
Maintain compliance with applicable governmental regulations, reporting requirements, and company procedures.
Provide responsive, professional customer service to members and medical providers by phone and email.
Protect confidential and sensitive information in accordance with company policies and procedures.
Collaborate effectively with team members and communicate professionally with internal and external partners.
Perform other duties as assigned.