Member Services Coordinator - Customer Service & Estate Planning Support
Posted about 1 month ago
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, and providing a calm, supportive experience over the phone, we’d love to hear from you.
Other open roles at United Placement Group(6)
United Placement Group is a highly specialized, Florida-based organization committed to connecting talent with opportunity. We provide comprehensive recruitment solutions across various industries, helping businesses thrive by matching them with the most suitable candidates. Our mission is to bridge the gap between employers and job seekers, creating a mutually beneficial environment where businesses grow and individuals advance in their careers. We believe in the power of the right placement - it can transform a business, propel a career, and shape the future of work. We offer a range of services tailored to meet the unique needs of our clients. Our expertise spans multiple sectors, including but not limited to estate and financial planning, notary services, wealth management/preservation, information technology, marketing, and scheduling services. Our services include: Permanent Placement: We connect businesses with skilled professionals for long-term roles, ensuring seamless integration into the company culture. Contracting: We connect independent professionals with successful businesses to form mutually beneficial relationships. Executive Search: We identify and attract top-tier leadership talent, helping to shape the strategic direction of the organizations that we support. At United Placement Group, we pride ourselves on our personalized approach to recruitment. We understand that every business is unique, and we strive to meet specific needs and goals. Our team of experienced recruiters leverages industry knowledge and innovative technology to deliver efficient, effective, and ethical recruitment solutions. Based in the Sunshine State of Florida, we support recruiting and hiring nationwide. If you're looking for a trusted partner in your recruitment journey, reach out to us today. Let's shape the future of work together.
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