Client Services & Estate Settlement Specialist (On-Site)

United Placement Group; Bradenton (FL); On-site; USD 27,000 - 36,000; Full time

Benefits offered by this job

Health, dental, vision insurance

Life insurance

401(k) with company match

Paid holidays

PTO and vacation

Structured training and growth

Job summary

UF Resources in Bradenton, FL is hiring for a full-time, on-site member relations role. You will handle phone-based member support, explain benefits, and coordinate with attorneys for will updates and estate settlements. The position offers W-2 employment, weekly pay, and a clear growth path.

The role emphasizes a calm, empathetic phone manner and value for candidates with experience in legal, insurance, or probate contexts. No remote work is available and training is provided.

Qualifications

• 2+ years of customer service or member-facing experience
• Calm, patient phone demeanor
• Empathy for sensitive conversations
• Background in legal, insurance, financial services, probate, or estate planning is valued

Responsibilities

• Make follow-up and survey calls to members, and request reviews
• Explain Assured Care benefits and keep members informed about plan updates
• Connect members with a network attorney for will updates, trust changes, and estate settlement
• Handle inbound and outbound calls, resolve member questions, and keep accurate case notes
• With training, grow into supporting families and successor trustees through estate settlement
• Provide backup front desk coverage as needed

Skills

Customer service

Phone manner

Empathy

Sensitive conversations

Job description

UF Resources in Bradenton, FL is hiring for a full-time, on-site member relations role. You will handle phone-based member support, explain benefits, and coordinate with attorneys for will updates and estate settlements. The position offers W-2 employment, weekly pay, and a clear growth path.

The role emphasizes a calm, empathetic phone manner and value for candidates with experience in legal, insurance, or probate contexts. No remote work is available and training is provided.