Member Experience 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 Experience 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.
As published by workable
First name, Last name, Email, Phone, Address, Education, Experience, Summary, Resume, Cover letter
- This position is on-site, Monday–Friday from 8:00 a.m. to 4:30 p.m. Do you currently live in the Manatee County, Florida area?
- How many years of experience do you have in a customer service or member-facing role (phone-based or in-person)?
- Have you ever worked in legal, estate planning, financial services, or insurance (even in a support or administrative capacity)?
- Do you currently hold a paralegal certification or have equivalent legal support experience? yes / no
- Describe a time you had to handle an upset or difficult customer over the phone. How did you de-escalate the situation? written answer
- Are you comfortable asking satisfied customers for online reviews during follow-up calls?