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Payroll Specialist
Bradenton, FL

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Now viewing: Estate Planning Member Services Coordinator - Weekly Pay, No Remote
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United Placement Group

Estate Planning Member Services Coordinator - Weekly Pay, No Remote

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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. Apply with your resume and a short note about your customer service or estate planning experience.

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance