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Funeral Home Preneed Administrative Assistant at Foundation Partners Group

Eustis, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

26 Aug, 26

Salary

0.0

Posted On

28 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Administrative Support, Contract Review, Customer Service, Problem Solving, Attention To Detail, Time Management, Microsoft Office Suite, QuickBooks, Communication Skills, Data Entry

Industry

Individual and Family Services

Description

What You Will Do: 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. * 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 We Require: * 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

The role involves reviewing funeral pre-arrangement contracts for accuracy and compliance with state laws and company policies. Responsibilities include processing paperwork, entering revenue into QuickBooks, and coordinating with sales counselors to resolve data inconsistencies.