Client Services Representative (Not a Call Center)

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.

Apply in minutes. No cover letter needed.