Member Plan Coordinator

On-site    Bradenton, Florida, United States    Customer Service    Full time


We are seeking a highly organized and detail-oriented Member Plan Coordinator to join our team. The successful candidate will be responsible for coordinating and managing member plans and ensuring that all plan-related information is accurate and up-to-date. This is a full-time in office position with competitive pay and benefits.


Explore some of the key responsibilities integral to this role:

  • Manage the day-to-day coordination of member plans, including enrollments and changes
  • Maintain accurate and up-to-date records of all member plan information
  • Proofread documents to ensure accuracy of member information
  • Quality review estate planning documents
  • Review plan replacements and changes for accuracy
  • Review reporting for accuracy
  • Respond to member inquiries and provide assistance as needed
  • Assist with the development of new member plans as required
  • Ensure that all plan information is compliant with industry regulations and standards
  • Collaborate with other departments to resolve any plan-related issues


Here are some of the essential qualifications for this role:

  • Paralegal degree or certification preferred
  • 3+ years of experience in plan coordination or a related field
  • Excellent project management skills with the ability to prioritize and manage multiple tasks
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Exceptional problem-solving abilities
  • Proficiency with Microsoft Office and relevant software systems


Embark on a rewarding career journey with a comprehensive suite of benefits.

  • W-2 Compensation paid weekly
  • Health, Dental, Vision, and Life Insurance after 90 Days
  • Holiday Pay, PTO and Vacation
  • 401K w/ Company Match

Join us in shaping a fulfilling career where your talents thrive and your contributions matter.