Haystack
← Back to Jobs
Full time
Customer Service
UP

Member Experience Coordinator - Customer Service & Estate Planning Support

United Placement GroupBradenton, Florida🇺🇸United StatesPosted 26 Aug 2026

Quick Overview

Seniority
Mid Senior
Employment type
Full Time
Work mode
On Site
Location
Bradenton, Florida, United States
Posted
Yesterday
Microsoft Office

Job Description

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.

Similar jobs