Elevate Care Program Coordinator

Elevated Estate Planning, P.S.•Spokane Valley, WA

1d•$25 - $27•Onsite

About The Position

Help Families Feel Cared For Long After Their Estate Plan Is Signed. At Elevated Estate Planning, exceptional client service doesn't end when documents are signed. Through our Elevated Care Program, we provide ongoing guidance, support, and education that gives families lasting peace of mind. We're looking for a compassionate, organized, and service-minded leader to oversee the Care Program, support the client service team, and ensure every member receives an exceptional experience.

Requirements

Passionate about delivering exceptional client service
Organized, dependable, and detail-oriented
An effective people leader who enjoys coaching and supporting others
Calm, professional, and solution-oriented, especially in difficult situations
Comfortable managing multiple priorities and shifting demands
An excellent written and verbal communicator
Comfortable spending significant time on the phone
Proficient with Microsoft Office
Collaborative, adaptable, and willing to take ownership

Nice To Haves

Experience with Airtable and Zoom is a plus
Customer service, client success, program management, member services, or operations
Supervising, training, or mentoring employees
Managing recurring programs, renewals, events, communications, or administrative processes
Experience in legal, financial, healthcare, insurance, banking, or another professional service environment is helpful but not required

Responsibilities

Lead the Elevated Care Program: Oversee the day-to-day operations and continued growth of the Elevated Care Program. Manage the member experience from enrollment through annual renewals. Develop and improve workflows, service standards, and processes. Identify opportunities to increase member engagement and program value.
Lead and Support the Team: Supervise, coach, and support the Elevated Care Benefits Administrator. Delegate work, monitor performance, and provide feedback and guidance. Partner with firm leadership on staffing, program goals, and process improvements.
Serve Our Members: Serve as a primary relationship manager and escalation point for Elevated Care members. Respond to member questions by phone, email, and text with professionalism, empathy, and sound judgment. Handle sensitive or challenging conversations while maintaining a welcoming client experience. Ensure timely follow-up and accurate documentation of client communications.
Manage Program Operations: Coordinate annual renewals, benefit administration, document review cycles, and member communications. Plan and coordinate member workshops, events, newsletters, and educational materials. Track participation, renewals, retention, service needs, and client feedback to identify opportunities for improvement. Maintain program calendars, records, procedures, and reporting tools. Protect client confidentiality and exercise discretion when handling personal, legal, and financial information.