Customer Care Representative - Member Services
Posted Updated
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.
As published by workable · 6 questions · 2 written answers
Basics
First name, Last name, Email, Phone, Address, Years of experience in the role of an appointment setter, Education, Experience, Summary, Resume, Cover letter
Pick from a list (4)
- This is a fully on-site position (Monday–Friday, 8:00 AM–4:30 PM). Are you able to work on-site during these hours?
- Do you have at least 2 years of customer service or member-facing experience?
- This role involves discussing sensitive topics like wills, trusts, and end-of-life planning with members. Are you comfortable having these types of conversations professionally and empathetically?
- This is a W-2 employee position, not a 1099 contractor role. Are you seeking W-2 employment?
Written answers (2)
- Do you have any experience in legal services, insurance, financial services, or estate planning? Please specify.
- In a sentence or two, describe your experience handling a difficult or emotional customer/member interaction.