Client Services Specialist

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Client Services Specialist to join our growing team.

The Client Services Specialist (CSS) is responsible for providing responsive, solution-oriented assistance for daily service needs, including claims and billing support for client employees and members. Acting as a trusted advocate, the CSS helps navigate benefit-related issues while delivering exceptional client experience and reports directly to the Manager, Client Services. Success in this role requires being well-versed in employee benefits, including medical, dental, vision, life and disability coverage, Flexible Spending Accounts (FSA), Health Savings Accounts (HSA) and Health Reimbursement Account (HRA) benefits.

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

• Employee benefits fundamentals: including eligibility, billing, claims processing, appeals, authorizations and benefit verification.
• Basic knowledge of various medical, dental, vision, retirement, life and disability coverage, Flexible Spending Accounts (FSA), Health Savings Accounts (HSA) and Health Reimbursement Account (HRA) benefits.
• Including the Affordable Care Act, COBRA and other Federal and State regulations that relate to the administration of employee benefits plans.
• Client relationship management:
  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.
• Issue resolution and problem-solving:
  Ability to analyze and resolve complex, escalated benefit-related issues efficiently and accurately.
• Written communication and content editing:
  Skill in updating benefits materials (e.g., EBH booklets) and coordinating with internal teams to ensure accuracy and clarity.
• Attention to detail:
  High level of precision when entering eligibility data, completing spreadsheets, and performing audit-related data entry.
• Time management and organization:
  Ability to manage multiple tasks, deadlines, and special projects simultaneously.
• Cross-functional collaboration:
  
  Effectively works with internal graphics, account management, and external vendor partners.
• Proficient in Microsoft Office Suite (Outlook, PowerPoint, Word, Excel) and social business platforms.
• Ability to handle sensitive information with discretion and confidentiality.

• Minimum of two years of professional experience in customer services, sales, HR, insurance, or related field is required.
• Additional experience may substitute for the required education on a year-for-year basis.
• Valid Florida Life, Health & Variable Annuities 2-15 license or the ability to obtain one within first 90 days of employment is required.

• Health Benefits:
  
  Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits:
  
  ESPP; 401k;
  Student Loan Assistance;
  Tuition Reimbursement
• Mental Health & Wellness:
  Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits:
  Paid Time Off, Holidays, Preferred Partner Discounts and more.
• Not reflective of all benefits.
• Enrollment waiting periods or eligibility criteria may apply to certain benefits.
• Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

As an Equal Opportunity Employer, we are…