Client Services Representative (Not a Call Center)

United States·BradentonFull-timemid

Customer SupportCustomer Service Representative

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Quick Summary

Key Responsibilities

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

Requirements Summary

8725 Pendery Place, Suite 104, Bradenton, FL. On-site only, no remote or hybrid. Apply in minutes. No cover letter needed.

Technical Tools

Customer SupportCustomer Service Representative

Responsibilities

~1 min read

→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

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

Requirements

~1 min read

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.