Jobs Companies United Placement Group Member Experience Coordinator - Customer Service & Estate Planning Support

About this Member Experience Coordinator - Customer Service & Estate Planning Support role at United Placement Group

United Placement Group · Onsite · Bradenton, Florida, United States

Member Services Coordinator (On-Site, Full-Time)
Schedule: Monday – Friday, 8:00 a.m. to 4:30 p.m.

We’re seeking a highly organized, detail-oriented Member Experience Coordinator to support our members and deliver an exceptional customer experience. In this on-site role, you’ll make post-delivery calls, gather feedback, assist with ongoing service needs, and keep members informed about plan updates. Estate planning is about protecting families and honoring final wishes; in this position, you help make that possible by ensuring members understand their benefits and can easily access a network attorney for any changes or estate settlement needs.

Responsibilities

  • Make post-delivery and survey follow-up calls to ensure satisfaction and request online reviews
  • Explain Assured Care benefits and the importance of access to a network attorney
  • Participate in call campaigns and handle incoming calls, routing to the appropriate team member
  • Provide calm, professional support and help resolve member issues

Qualifications

  • 2+ years in customer service or member-facing roles
  • Paralegal certification highly preferred (or related legal/estate planning experience)
  • Strong communication skills and a patient, professional phone manner
  • Organized, able to manage multiple tasks; proficient with Microsoft Office

Compensation & Benefits

  • W-2 position, paid weekly
  • Health, Dental, Vision, and Life Insurance after 90 days
  • Holiday pay, PTO, vacation
  • 401(k) with company match

If you enjoy helping people, staying organized, and providing a calm, supportive experience over the phone, we’d love to hear from you.

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About United Placement Group

United Placement Group connects employees with employers to meet staffing needs for companies in several industries. See our job postings to learn more!

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