Funeral Home Preneed Administrative Assistant

Foundation Partners Group • Eustis, FL

2d

About The Position

The Preneed Administrative Assistant reviews submitted funeral pre-arrangement (pre-need) contracts for completeness and accuracy in accordance with company policies and procedures and compliance with state laws, rules, and regulations. This position requires a high level of attention to detail and excellent communication, customer service, and problem-solving skills.

Requirements

• Minimum three years of administrative or related experience
• Organizational and planning skills; time management skills, and the ability to prioritize work
• High attention to detail and accuracy, with excellent follow-up skills
• Ability to follow detailed instructions and receive/apply constructive feedback with a positive attitude
• Ability to identify and resolve problems while asking for assistance/guidance when necessary
• Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint)
• Strong communication skills and high levels of compassion and integrity

Responsibilities

• Processes pre-need (cremation and burial contract) paperwork
• Reviews contracts and related paperwork for completeness and accuracy
• Ensures all files are in order, and all required signatures and initials are completed
• Contacts sales counselors to resolve questions, inconsistencies, or missing data
• Scans contracts into the contract software system and verify contract has been completed correctly in the paperless contracts system
• Enters funeral and cremation prearrangement revenue into QuickBooks
• Provides excellent customer service to external and internal clients, primarily via phone and email forms of communication
• Assists with special projects as requested

What This Job Offers

• Career Level: Mid Level
• Education Level: No Education Listed