Customer Care & Estate Settlement Specialist

United Placement Group; Bradenton (FL); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

W-2 employment

Weekly pay

No nights or weekends

Health, dental, vision, and life保险后90天

401(k) with company match

Structured training and growth path

Job summary

UF Resources in Bradenton, FL is seeking a full-time customer relations specialist who will start in member support and grow into settlement coordination. This is phone-based work, not a call center, with on-site delivery from 8725 Pendery Place.

You'll make follow-up calls, explain benefits, connect members with network attorneys for will updates and estate settlement, handle inbound/outbound questions, and document case notes.

Qualifications

• 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)

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

Job description

UF Resources in Bradenton, FL is seeking a full-time customer relations specialist who will start in member support and grow into settlement coordination. This is phone-based work, not a call center, with on-site delivery from 8725 Pendery Place.

You'll make follow-up calls, explain benefits, connect members with network attorneys for will updates and estate settlement, handle inbound/outbound questions, and document case notes.