Member Services Coordinator

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


We are seeking a highly organized and detail-oriented Member Services Coordinator to join our team. As a Member Services Coordinator, you will play a key role in helping our members navigate their estate planning needs. You will act as a liaison between members, representatives, and network attorneys, ensuring smooth communication and efficient resolution of any issues that may arise. In addition, you will conduct welcome calls to new clients, providing attorney introductions and answering any questions they may have. You will also be responsible for performing routine data entry and case management tasks, ensuring that all information is accurate and up-to-date.


Explore some of the key responsibilities integral to this role:

  • Assist with estate planning for members
  • Act as liaison between members, representatives, and network attorneys
  • Perform routine data entry and case management tasks
  • Gather tax statements and retrieve deed documents on a weekly basis
  • Review plan replacements and changes for accuracy
  • Assist with estate plan shipping on a weekly basis


Here are some of the essential qualifications for this role:

  • High Customer Service level and effective communication skills
  • Excellent phone etiquette is essential to this role
  • Excellent project management skills with the ability to prioritize and manage multiple tasks
  • Comfort with technology and ability to adapt to new technology
  • Experience with Microsoft Office products such as Word, Excel and Microsoft Teams is preferred
  • Prior experience in legal or insurance administration is preferred
  • Prior experience in case management is preferred


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.