Member Plan Coordinator

An established estate planning firm is undergoing significant expansion and is in search of dedicated professionals to become part of our team as Member Plan Coordinator.

The Member Plan Coordinator will be accountable for the administration of all new business documents. This role entails conducting quality reviews of all documents prior to their execution and assisting in the management of change requests. Additionally, the Coordinator serves as the primary point of contact for our network of attorneys.

This is an IN OFFICE position

LOCATION: 8725 Pendery Place, Suite 104, Bradenton, FL 34201 (Conveniently located behind the BJs at UTC, exit 213)

Responsibilities:

• Reviews network attorney document submissions for Estate Plans & Replacements/Changes. 
• Coordinate all documentation to complete an estate plan binder. 
• Review Replacements/Change documents, mailing to member or agent and/or assigning...

An established estate planning firm is experiencing substantial growth and is seeking committed professionals to join our team as Member Plan Coordinator.

The Member Plan Coordinator is responsible for the administration of all new business documents. They conduct quality reviews of all documents before being sent for execution and help administer change requests. They are also the point of contact for our network attorneys.

This is an IN OFFICE position

LOCATION: 8725 Pendery Place, Suite 104, Bradenton, FL 34201 (Conveniently located behind the BJs at UTC, exit 213)

Responsibilities:

• Reviews network attorney document submissions for Estate Plans & Amendments. 
• Coordinates all documentation to complete an estate plan binder. 
• Coordinates Amendment documents, mailing to member or agent. 
• Works directly with network attorneys to assist with framework review, all document...

We are seeking a highly organized and detail-oriented Member Plan Coordinator to join our team. The successful candidate will be responsible for coordinating and managing member plans and ensuring that all plan-related information is accurate and up-to-date. This is a full-time in office position with competitive pay and benefits.

Responsibilities:

• Manage the day-to-day coordination of member plans, including enrollments and changes
• Maintain accurate and up-to-date records of all member plan information
• Proofread documents to ensure accuracy of member information
• Quality review estate planning documents
• Review plan replacements and changes for accuracy
• Review reporting for accuracy
• Respond to member inquiries and provide assistance as needed
• Assist with the development of new member plans as required
• Ensure that all plan information is compliant with industry regulations and standards
...

We are seeking a highly organized and detail-oriented Member Plan Coordinator to join our team. The successful candidate will be responsible for coordinating and managing member plans and ensuring that all plan-related information is accurate and up-to-date. This is a full-time in office position with competitive pay and benefits.

Responsibilities:

• Manage the day-to-day coordination of member plans, including enrollments and changes
• Maintain accurate and up-to-date records of all member plan information
• Proofread documents to ensure accuracy of member information
• Quality review estate planning documents
• Review plan replacements and changes for accuracy
• Review reporting for accuracy
• Respond to member inquiries and provide assistance as needed
• Assist with the development of new member plans as required
• Ensure that all plan information is compliant with industry regulations and standards
...