Member Services Coordinator - Customer Service (Full-Time, On-Site)

United Placement Group

Job Description
Job Description
Location: Bradenton, FL
Schedule: Monday–Friday, 8:00 a.m.–4:30 p.m.
Job Type: Full-time, W-2, paid weekly
About the Role
We’re hiring a Member Services Coordinator to provide phone-based customer support to our estate planning members. You’ll follow up after plan delivery, answer benefit questions, and help members connect with network attorneys for plan changes or estate settlement. This is a great fit for a customer service professional who enjoys helping people and works well in an organized, fast-paced office.
Responsibilities
Make post-delivery and survey follow-up calls to confirm member satisfaction
Request online reviews from satisfied members
Explain Assured Care plan benefits and attorney network access
Participate in outbound call campaigns
Answer and route inbound calls to the appropriate department
Resolve member concerns professionally and document interactions
Inform members of plan updates and ongoing service options
Requirements
2+ years of customer service, call center, or member services experience
Strong verbal communication and phone etiquette
Ability to manage multiple tasks and stay organized
Proficiency in Microsoft Office (Outlook, Word, Excel)
Ability to work on-site Monday–Friday
Nice to Have
Experience in a law firm, insurance, or financial services environment
Familiarity with estate planning concepts (training provided)
Benefits
Health, dental, vision, and life insurance (after 90 days)
401(k) with company match
Paid time off, vacation, and holiday pay
Weekly pay
Consistent daytime schedule with no weekends
Ready to make a difference for families? Apply today.

Vacancy posted 1 day ago

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