Estate Planning Member Services Coordinator - Weekly Pay, No Remote

Unitedplacementgroup; Bradenton (FL); Remote; USD 34,000 - 52,000; Full time

Benefits offered by this job

Weekly pay

On-site work

Health insurance after 90 days

Dental insurance after 90 days

Vision insurance after 90 days

Life insurance after 90 days

Holidays and PTO

401(k) with company match

Job summary

UF Resources is seeking a Member Services Coordinator to guide families through estate planning protections and connect them with attorneys for updates and settlements. The role is phone-based, on-site, and requires empathy with sensitive topics like wills and trusts.

We offer true W-2 employment with weekly pay, a predictable Monday–Friday schedule, benefits after 90 days, and a 401(k) with company match, supporting families through important planning steps.

Qualifications

• 2+ years of customer service or member-facing experience.

Responsibilities

• Guide members through Assured Care benefits and explain protections.
• Connect members with network attorneys for will updates and estate matters.
• Make post-delivery and survey follow-up calls to confirm understanding of benefits.
• Handle incoming calls and participate in outbound call campaigns focused on member education.
• Resolve member questions with professionalism during sensitive conversations about family and legacy planning.

Skills

Customer service

Phone etiquette

Organizational skills

Calm and patient

Tools

Microsoft Office

Job description

Full-time W-2 employee. On-site, Monday-Friday, 8:00 AM-4:30 PM.

Are you someone who takes pride in helping families protect what matters most? UF Resources is hiring a Member Services Coordinator to guide members through one of the most important steps a family can take - putting a solid estate plan in place. This is a phone-based role, but it's not a call center job. It's steady, structured, and genuinely meaningful work, built around helping people navigate wills, trusts, and estate settlement with confidence.

What you'll do:

• Guide members through their Assured Care benefits, explaining how estate planning protections work
• Connect members with a network attorney for will updates, trust changes, and estate settlement needs
• Make post-delivery and survey follow-up calls to confirm members understand their benefits and gather feedback
• Handle incoming calls and participate in outbound call campaigns focused on member education
• Resolve member questions with professionalism, patience, and care, especially during sensitive conversations about family and legacy planning

What we provide:

• True W-2 employment with weekly pay - no waiting, no invoicing
• Predictable schedule: Monday-Friday, 8:00 AM-4:30 PM, fully on-site
• Health, dental, vision, and life insurance after 90 days
• Holiday pay, PTO, vacation, and 401(k) with company match
• Backed by a stable, growing company doing work that matters to families

What we're looking for:

• 2+ years of customer service or member-facing experience (legal, insurance, financial services, or estate planning background is a strong plus)
• A calm, patient, professional phone manner, comfortable discussing sensitive topics like wills and trusts
• Strong organizational skills and comfort with Microsoft Office

This is real, purposeful work backed by real stability.