Customer Care Representative - Member Services

United Placement Group•Bradenton, FL

6d•Onsite

About The Position

The Customer Care Representative works in Member Services for UF Resources at its Bradenton, Florida office. This is an on-site, phone-based role focused on helping members have a positive experience; the posting notes that it is not a call center job. The position includes member follow-up and survey calls, explaining Assured Care benefits, handling questions, and connecting members with network attorneys for will updates, trust changes, and estate settlement. With training, the role can grow to include supporting families and successor trustees through estate settlement. The employee may also provide backup front desk coverage. The role is full-time W-2 employment, Monday through Friday from 8:00 AM to 4:30 PM, with no nights or weekends. Pay is based on experience and paid weekly.

Requirements

At least 2 years of customer service or member-facing experience.
A calm, patient phone manner and empathy for sensitive conversations.

Nice To Haves

Background in legal services, insurance, financial services, probate, or estate planning is highly valued.
Paralegal certification is not needed.

Responsibilities

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 maintain accurate case notes.
With training, support families and successor trustees through estate settlement.
Provide backup front desk coverage as needed.