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Document Review Specialist

Company: United Placement Group

Job Location: Bradenton, Florida, United States

Job Type: FULL_TIME - (ON_SITE)

Date Posted: April 03, 2025

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About Us: At United Placement Group and its family of companies, we are passionate about delivering exceptional services across multiple company platforms. We take great pride in our unwavering commitment to excellence and our ability to adapt to the ever-changing needs of our clients. Joining our team means not only contributing to our success but also experiencing personal and professional growth.

This is an exciting opportunity to join our team as a highly organized and detail-oriented Member Plan Coordinator. In this role, you will be responsible for coordinating and managing member plans, and ensuring that all plan-related information is accurate and up-to-date.

Furthermore, you will enjoy the benefits of a full-time in office position, along with competitive pay and excellent 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
  • Collaborate with other departments to resolve any plan-related issues
  • Paralegal degree or certification preferred.
  • 3+ years of experience in plan coordination or a related field.
  • Excellent project management skills with the ability to prioritize and manage multiple tasks.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Proficiency with Microsoft Office and relevant software systems.
  • W-2 Compensation paid weekly
  • Health, Dental, Vision, and Life Insurance after 90 Days
  • Holiday Pay, PTO and Vacation
  • 401K w/ Company Match

The road to success and the road to failure are almost exactly the same.

“Colin R. Davis”
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