Member Account Specialist

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Bridge Pointe is looking for a Member Account Specialist to join our growing team.

For nearly 20 years, Bridge Pointe has helped injured individuals navigate the complexities that follow a workers’ compensation or liability settlement. Through personalized service and specialized expertise, our team helps members manage their settlement funds, stay compliant with complex requirements, and make the most of the resources available to them.

What You’ll Do

As a Member Account Specialist, you will support the day-to-day administration of Medicare Set-Aside (MSA) and Medical Custodial Account (MCA) funds. This role combines account administration, regulatory compliance, and customer service to help ensure member funds are managed accurately and in accordance with applicable requirements.

Key responsibilities include:

• 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 the 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.

Required Qualifications

• Schedule Hours 8 AM - 5 PM Pacific
• 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.

Preferred Qualifications

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

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

Welcome

We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

About Us

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions.

We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.

Recruiting Vendor Disclosure Statement

Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown.

In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors.

A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.

If you are an existing Brown & Brown teammate, please click here to apply to a job on our internal career site.