Westminster Policy Administrator at Everstory Partners

Memphis, Tennessee, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Sep, 26

Salary

18.0

Posted On

18 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Focus, Compassion, Ethics, Business Acumen, Active Listening, Problem Solving, Presentation Skills, CRM Management, MS Office, Interpersonal Communication, Organizational Skills, Planning, Confidentiality, Sales, Administrative Processing, Client Relations

Industry

Individual and Family Services

Description

Description Why Everstory At Everstory Partners, our mission is to create supportive spaces where individuals and families can find solace, meaning, and hope in the midst of loss. At the heart of our mission is a deep understanding of the profound and complex nature of grief. Every person’s journey through loss is unique, and we are committed to providing compassionate and personalized support. We also believe that grief is not a problem to be solved or a burden to manage alone, but rather a natural and beautiful part of the human experience. Backed by our national strength and our local partners’ role is to be a steady presence, a source of comfort and guidance, and a partner in celebrating the life and legacy of the person who has passed. The Impact You Will Make The Westminster Policy Administrator (WPA) is responsible for the overall administrative duties of processing specific customer contracts at the Forest Hill locations in Memphis, Tennessee. The WPA will act as the arranging counselor for all policy holders and will partner with a Sales Counselor at the location for aftercare, referrals and other assigned tasks by the Sales Manager. Essential Duties and Responsibilities: Provide at-need clients with immediate service, providing a consoling atmosphere that enables the clients to make decisions regarding recently deceased family members. Provide options and associated costs, including advising clients on financing options such as co-signing of insurance and information on obtaining financing. Ensures that all financing is taken care of prior to internment. Provide clients with site overview, including tours around the property, identifying the location of existing or potential family plots. Obtain all associated authorizations required for the process to be completed, including those needed to open plot. Provide information to clients regarding Next-of-Kin Family Folder; including listing and directions regarding Social Security Benefits claim forms and death benefits. Provide other services including ushering families to site on the day of the funeral. Regularly contact all family members and others associated with the funeral to offer help and services, including special opportunities for cost savings (discount certificates). Responsible for daily management of CRM as it relates to the fulfillment of the Westminster Policy purchases. Complete all the required paperwork. Processes and authorizations required to finalize a sale and deliver the service/product from start to finish. Participate in all relevant sales and funeral meetings, communicating effectively with local management and team members regarding activity, progress, and results. Core Competencies Customer Focus – dedicated to meeting the expectations and requirements of internal and external customers. Gets first-hand customer information and uses it for improvements in products and services. Acts with customers in mind. Establishes and maintains effective relationships with customers and gains their trust and respect. Compassion – genuinely cares about people. Is concerned about their work and non-work problems. Is available and ready to help. Is sympathetic to the plight of others not as fortunate. Demonstrates real empathy with the joys and pain of others. Ethics and Values – adheres to an appropriate and effective set of core values and beliefs during both good and bad times. Acts in line with those values. Rewards the right values and disapproves of others. Practices what he/she preaches. Role Competencies Business Acumen – Knows how businesses work. Knowledgeable in current and future policies, practices, trends technology, and information affecting their business and organization. Knows the competition. Drive for Results – Can be counted on to exceed goals successfully. Is constantly and consistently one of the top performers. Very bottom-line oriented. Listening – Practices attentive and active listening. Has the patience to hear people out. Can accurately restate the opinions of others. Perseverance – Pursues everything with energy, drive, and a need to finish. Seldom gives up before finishing, especially in the face of resistance or setbacks. Problem Solving – Probes all fruitful sources for answers. Is excellent at honest analysis. Looks beyond the obvious and doesn’t stop at the first answers. Presentation Skills – Is effective in a variety of formal presentation settings: one-on-one, small and large groups, with peers, customers, and bosses. Commands attention and can manage group process during the presentation. Requirements High school diploma or equivalent required with some additional education preferred in a related area such as Business, Marketing, and/or Sales. 1 year of sales experience preferred. Must possess a valid driver’s license and access to a personal vehicle. Offsite appointments will occur in this role including meetings with clients and community events. Mileage reimbursement is provided for travel associated with job duties. Proficiency in MS Office (Microsoft Excel and Outlook) required. Experience working in a CRM (lead management system preferred. Strong attention to detail with problem solving skills. Strong oral, written, and interpersonal communication skills. Strong organizational and planning skills in a fast-paced environment. Ability to maintain a high level of discretion and confidentiality when handling sensitive information. Requires flexibility to work some evenings and weekends. Our Investment in You Everstory Partners is proud to provide our employees with a quality work environment and opportunity for both personal and professional growth. As part of our ongoing commitment, we offer a competitive benefits package for our Full-Time Employees including: Medical, Dental, Vision, Life, AD&D and STD Insurance Tuition Reimbursement Career Advancement and Training Funeral and Cemetery Benefits Employee Referral Bonus 401k with Company Match Everstory Partners is an Equal Opportunity Employer and is committed to employing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law. The pay range for this role is based on a wide range of factors that are considered in making compensation decisions regardless of race, gender, age, religion, or any other protected characteristic. They include skill set, experience and training, licensure and certification, and other business and organizational needs. This range estimate has been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Compensation decisions are dependent on the circumstances of each hire. #EverstoryCareers

Responsibilities

The Westminster Policy Administrator manages the administrative processing of customer contracts and acts as the arranging counselor for policy holders. They provide immediate service to at-need clients, coordinate financing, and manage the fulfillment of policy purchases via CRM.