Job Summary: Provides a variety of office functions for business operations, including the ability to read and interpret funeral/cemetery contracts, data entry of funeral/cemetery contracts, the ability to interpret and complete legal documents, able to work closely with others, maintain accurate records, process daily cash deposits, process insurance claim assignments, back-up to receptionists to answer phones, and back-up other office staff as needed. Duties/Responsibilities: Coordinates and performs the input of funeral/cemetery contracts into industry-specific software daily. Works closely with other personnel to provide accurate recording of contracts and payments. Manages accounts receivable and ensures accurate and timely monthly invoicing. Research questions or issues with accounts receivable, invoicing, and contract entry. Works with customers to answer questions, take payments, and notarize documents. Interprets and completes legal documents including Insurance Assignments, Disposition Declarations, Automatic Payment Authorizations and other legal forms. Notarizes documents when needed. Maintains high level understanding of regulatory and financial reporting requirements and deadlines with ability to prioritize workload appropriately. Provides reporting for Senior Management monthly or whenever requested. Assists with answering multi-line phone system, including answering customer questions concerning balances, contracts, etc. Will also take information from facilities reporting new deaths and inputting that information using a proprietary tool for use by Funeral Directors and others. Participate in training sessions, seek opportunities to enhance skills, and foster a culture of continuous learning and improvement by sharing knowledge and tools that would increase efficiency within the organization. Maintain document retention through scanning and notes. Reviews work to ensure accuracy. Follows safety policies and procedures. Other duties as assigned.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
11-50 employees