Unitedplacementgroup
Document Review & Member Plan Coordinator - Sarasota / Bradenton (In‑Office)
Bradenton, Florida, United States
Sponsorship not specifiedDetected 6 days ago
Communication
About the role
- Coordinate member plan enrollments, updates, and replacements.
- Strong attention to detail and comfort managing multiple files.
- Clear written and verbal communication; proficient with Microsoft Office.
Responsibilities
- Review and proof documents (trusts, wills, related forms) for accuracy and completeness.
- Perform quality checks on reports and plan changes.
- Respond to member inquiries and collaborate with internal teams to resolve issues.
- In this role, you'll review and proofread estate planning documents, coordinate member plan changes, and help ensure every plan is accurate and compliant.
Benefits
- Health, dental, vision, and life insurance after 90 days.
- Holiday pay, PTO, vacation, and 401(k) with company match.
- Ideal background Paralegal education or 3+ years in legal assistant, insurance/benefits, or similar document‑heavy coordination role.
Company info
- What we offer Full‑time, W‑2 role with weekly pay.
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