Member Services Coordinator: Estate Planning Support

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

Benefits offered by this job

Health, dental, vision, and life保险 (劵

401(k) with company match

Paid time off, vacation, and holiday

Weekly pay

Consistent daytime schedule with no固定

Job summary

United Placement Group in Bradenton, FL is seeking a Member Services Coordinator to provide phone-based support for our estate planning members. You will follow up after plan delivery, answer benefit questions, and help members connect with network attorneys for plan changes or estate settlement.

This role suits a customer service professional who stays organized in a fast-paced office and enjoys helping people.

Qualifications

• 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.

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

Skills

Customer service experience

Verbal communication

Multi-tasking

Microsoft Office

On-site work

Tools

Microsoft Office

Job description

United Placement Group in Bradenton, FL is seeking a Member Services Coordinator to provide phone-based support for our estate planning members. You will follow up after plan delivery, answer benefit questions, and help members connect with network attorneys for plan changes or estate settlement.

This role suits a customer service professional who stays organized in a fast-paced office and enjoys helping people.