United Placement Group

Client Services Representative (Not a Call Center)

United Placement Group  •  Bradenton, FL (Hybrid)  •  1 hour ago
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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.

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United Placement Group

About United Placement Group

United Placement Group is a highly specialized, Florida-based organization committed to connecting talent with opportunity. We provide comprehensive recruitment solutions across various industries, helping businesses thrive by matching them with the most suitable candidates.

Our mission is to bridge the gap between employers and job seekers, creating a mutually beneficial environment where businesses grow and individuals advance in their careers. We believe in the power of the right placement - it can transform a business, propel a career, and shape the future of work.

We offer a range of services tailored to meet the unique needs of our clients. Our expertise spans multiple sectors, including but not limited to estate and financial planning, notary services, wealth management/preservation, information technology, marketing, and scheduling services. Our services include:

Permanent Placement: We connect businesses with skilled professionals for long-term roles, ensuring seamless integration into the company culture.

Contracting: We connect independent professionals with successful businesses to form mutually beneficial relationships.

Executive Search: We identify and attract top-tier leadership talent, helping to shape the strategic direction of the organizations that we support.

At United Placement Group, we pride ourselves on our personalized approach to recruitment. We understand that every business is unique, and we strive to meet specific needs and goals. Our team of experienced recruiters leverages industry knowledge and innovative technology to deliver efficient, effective, and ethical recruitment solutions.

Based in the Sunshine State of Florida, we support recruiting and hiring nationwide. If you're looking for a trusted partner in your recruitment journey, reach out to us today. Let's shape the future of work together.

Industry
HR & Recruiting
Company Size
Unknown
Headquarters
University Park, FL
Year Founded
2022
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