Preneed Administrative Assistant - BB

Revolutionizing the funeral industry means blazing new trails, creating new ideas, developing strong relationships, preserving legacies, and compassionately caring for Families. With over 200 locations across the country, Foundation Partners Group is continuing to expand our reach, but we only do this with exceptional team members ready to embrace the future of the funeral industry.

Our Team Members are vital to the health of our funeral homes, and we value the insight, ideas, and passion they bring every day to compassionately care for our Families. FPG is transforming the funeral industry one life, one family, and one community at a time. Join us as we revolutionize the funeral industry across the nation.

We currently have an opening for a Pre-Need Administrative Assistant at Baldwin Brothers in Eustis, FL. This position 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.

Overview & 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

Requirement & Qualifications:

• 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

Team Member Benefits Include:

• Entry-level and experienced professionals; students, and veterans - we offer complete career paths regardless of your career and life stage

• Unique ShareLife technology lets you create one-of-a-kind life celebrations for the families you serve

• Competitive salaries and performance incentives

• Team member referral program

• Medical, dental, prescription, and vision insurance

• Vacation, sick, and holiday pay

• 401k with company match

• Company-paid life insurance, long-term disability, and short-term disability