Document Review & Member Plan Coordinator - Sarasota / Bradenton (On Site)
United Placement Group•Bradenton, FL
•Onsite
About The Position
United Placement Group is seeking a detail-oriented professional to join their Member Services team at their University Park office. This role will support estate-planning clients by reviewing and proofreading estate planning documents, coordinating member plan changes, and ensuring accuracy and compliance. This is a full-time, W-2 position with weekly pay and a stable, growing company. The role is on-site with no remote work option.
Requirements
- Paralegal education or 3+ years in a legal assistant, insurance/benefits, or similar document-heavy coordination role.
- Strong attention to detail.
- Comfort managing multiple files.
- Clear written and verbal communication skills.
- Proficient with Microsoft Office.
Responsibilities
- Review and proofread trusts, wills, and 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 insurance
- Dental insurance
- Vision insurance
- Life insurance
- Holiday pay
- Paid time off (PTO)
- Vacation
- 401(k) with company match
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
