Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
UF Resources · Bradenton, FL (On-Site) · Full-Time W-2 · Monday–Friday, 8:00 AM–4:30 PM
Pay: Based on experience, paid weekly
Help every member have the best experience possible, starting in customer relations and growing into settlement coordination. Phone-based, but not a call center job.
What you'll do
- 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
What you get
- W-2 employment with weekly pay
- Monday–Friday, 8:00 AM–4:30 PM. No nights or weekends.
- Health, dental, vision, and life insurance after 90 days
- Paid holidays, PTO, vacation, and a 401(k) with company match
- Structured training and a clear growth path
What you need
- 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)
Location: 8725 Pendery Place, Suite 104, Bradenton, FL. On-site only, no remote or hybrid.
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FAQs About Customer Care Representative - Member Services Jobs at United Placement Group
What is the work location for this position at United Placement Group?
This job at United Placement Group is located in Bradenton, FL, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at United Placement Group?
Employer has not shared pay details for this role.
What employment applies to this position at United Placement Group?
United Placement Group lists this role as a Full-time position.
What experience level is required for this role at United Placement Group?
United Placement Group is looking for a candidate with "Senior-level" experience level.
What benefits are offered by United Placement Group for this role?
United Placement Group offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, Paid Holidays, Paid Vacation, 401k Matching/Retirement Savings, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at United Placement Group?
You can apply for this role at United Placement Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.