What are the responsibilities and job description for the Customer Care Representative - Member Services position at United Placement Group?
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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