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.

Required Skills/Abilities:

• Proficient computer skills (Microsoft Word and Microsoft Excel)
• Strong interpersonal skills
• Excellent customer service and time management skills
• High attention to detail
• Ability to adapt to changing priorities and work under tight deadlines
• Ability to work independently and collaboratively as part of a team under occasionally stressful situations
• Must express personal initiative, ownership, and desire to go beyond basic expectations

Education and Experience:

• High School diploma or equivalent required, Associate Degree in Business or Accounting preferred; will consider experience in lieu of degree.
• Computer experience required.
• Experience in Data Entry and Customer Service preferred.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.
• Stooping
• Reaching
• Walking
• Keyboarding
• Hearing
• Standing
• Talking
• Repetitive Motions