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.
Numbers & Facts
Location
Bradenton, FL
Salary
$32,000–$40,000 Per Year
Skills
Call Centersunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Estate Planningunmatched
Financial Servicesunmatched
Health Plan Membershipunmatched
Insuranceunmatched
Legalunmatched
Life Insuranceunmatched
Paralegalunmatched
Probateunmatched
Telephone Skillsunmatched
Vision Planunmatched
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