Member Services Coordinator - Customer Service & Estate Planning Support

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 Services 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...