Customer Care Representative - Member Services

United Placement Group

Bradenton, FL, United States3d ago

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Key details

Location
Bradenton, FL, United States
Work style
Onsite
Level
Mid level
Job type
Full-time
Experience
2–5 yrs
Function
Customer success & Support
Focus area
other
Posted
3d ago

Skills

customer serviceestate planningoutbound calling

About the role

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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