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.
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Embark on a rewarding career journey with a comprehensive suite of benefits.
Join us in shaping a fulfilling career where your talents thrive and your contributions matter.