Why This Role Stands Out
This role offers a clear growth path from customer relations to settlement coordination, with comprehensive training and a supportive team environment. If you have a passion for helping others and possess strong communication skills, you'll thrive in this position that values your contributions and offers excellent benefits. Apply today to embark on this rewarding career journey!
Quick Overview
Job Description
UF Resources · Bradenton, FL (On-Site) · Full-Time W-2 · Monday–Friday, 8:00 AM–4:30 PM
Pay: Based on experience, paid weekly
Help every member have the best experience possible, starting in customer relations and growing into settlement coordination. Phone-based, but not a call center job.
What you'll do
- 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 keep accurate case notes
- With training, grow into supporting families and successor trustees through estate settlement
- Provide backup front desk coverage as needed
What you get
- W-2 employment with weekly pay
- Monday–Friday, 8:00 AM–4:30 PM. No nights or weekends.
- Health, dental, vision, and life insurance after 90 days
- Paid holidays, PTO, vacation, and a 401(k) with company match
- Structured training and a clear growth path
What you need
- 2+ years of customer service or member-facing experience (required)
- A calm, patient phone manner and empathy for sensitive conversations
- Legal, insurance, financial services, probate, or estate planning background is highly valued (no paralegal certification needed)
Location: 8725 Pendery Place, Suite 104, Bradenton, FL. On-site only, no remote or hybrid.
Apply in minutes. No cover letter needed.