Client Services Representative (Not a Call Center)

United Placement Group; Bradenton (FL); Vor Ort; USD 27.000 - 36.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Paid holidays

Paid time off

Structured training

Zusammenfassung

UF Resources in Bradenton, FL seeks a customer relations specialist to transition into settlement coordination. This on-site role handles calls, explains benefits, and connects members with network attorneys for will updates and estate settlement.

You’ll grow through structured training, with a Monday–Friday schedule, no nights or weekends, and benefits after 90 days. This position offers weekly pay and a clear growth path within the team.

Qualifikationen

• 2+ years of customer service or member-facing experience (required).
• A calm, patient phone manner and empathy for sensitive conversations.
• Legal, insurance, probate, or estate planning background is highly valued (no paralegal certification needed).

Aufgaben

• 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.

Kenntnisse

Customer service experience

Phone communication

Empathy

Jobbeschreibung

UF Resources · Bradenton, FL (On-Site) · Full-Time W-2 · Monday–Friday, 8:00 AM–4:30 PM

Pay:

Based on experience, paid weekly

Help every member have the best experience possible, starting in customer relations and growing into settlement coordination. Phone-based, but not a call center job.

What you'll do

• 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

What you get

• W-2 employment with weekly pay
• Monday–Friday, 8:00 AM–4:30 PM. No nights or weekends.
• Health, dental, vision, and life insurance after 90 days
• Paid holidays, PTO, vacation, and a 401(k) with company match
• Structured training and a clear growth path

What you need

• 2+ years of customer service or member-facing experience (required)
• A calm, patient phone manner and empathy for sensitive conversations
• Legal, insurance, financial services, probate, or estate planning background is highly valued (no paralegal certification needed)

Location: 8725 Pendery Place, Suite 104, Bradenton, FL. On-site only, no remote or hybrid.