Document Review & Member Plan Coordinator - Sarasota / Bradenton (In‑Office)
United Placement Group•Bradenton, FL
•Onsite
About The Position
Detail-driven role · W-2 with full benefits · Weekly pay · Stable growing company · No remote We’re hiring a detail‑oriented professional to join our Member Services team at United Placement Group, supporting estate‑planning clients from our University Park office. In this role, you’ll review and proofread estate planning documents, coordinate member plan changes, and help ensure every plan is accurate and compliant.
Requirements
- Paralegal education or 3+ years in legal assistant, insurance/benefits, or similar document‑heavy coordination role.
- Strong attention to detail and comfort managing multiple files.
- Clear written and verbal communication; proficient with Microsoft Office.
Responsibilities
- Review and proof documents (trusts, wills, related forms) for accuracy and completeness.
- Coordinate member plan enrollments, updates, and replacements.
- Perform quality checks on reports and plan changes.
- Respond to member inquiries and collaborate with internal teams to resolve issues.
Benefits
- Health, dental, vision, and life insurance after 90 days.
- Holiday pay, PTO, vacation, and 401(k) with company match.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
