Data Entry / Customer Support Specialist

About the role

We are seeking a talented and creative Data Entry / Customer Support Specialist to join our team at Funeral Directors Life Arrangement Guide. This role is essential for ensuring accurate data entry and the effective use of Funeral Directors Life software, programs, and sales tools within the funeral industry.

Essential Duties/Responsibilities

• Basic understanding of funeral home General Price Lists
• Efficiently and accurately input data
• Answer troubleshooting calls for various applications, programs, and sales tools
• Perform Quality Assurance (QA) duties including submitting detailed tickets
• Participate actively in collaboration efforts
• Be the primary point of contact for the sales team and funeral home representatives, providing in-depth knowledge to address requests and facilitate responses
• Use good judgment to seek advice or escalate requests as necessary
• Establish and maintain positive working relationships
• Knowledgeable of FDL product information to provide accurate information to customers
• Keep records of customer interactions and transactions, documenting inquiries, complaints, and comments, and actions taken. Document all interactions in client and customer GIAS files using policy, funeral home, or agent notes
• Communicate professionally via email or phone when contacting funeral homes, policy holders, agents, and managers
• Exercise sound judgment by using available resources and critical thinking skills to offer options to customers when necessary
• Communicate with leadership when customer requests or tasks exceed the level of training or knowledge to offer an educated response

Required Skills/Abilities

• Gather information to facilitate a reasonable outcome
• Thrive in a fast-paced work environment
• Work independently according to company policy and regulatory statutes
• Accurate data entry
• Intermediate Excel skills in MS Office 365
• Effective problem resolution and critical thinking skills
• Effective time management
• Excellent customer service skills
• Excellent written and verbal communication skills
• Maintain a high level of accuracy

About Funeral Directors Life

Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. We help funeral directors grow their businesses and serve more families every year with our preneed insurance programs, at-need solutions, and marketing services. DIG has been recognized with numerous workplace awards, including the prestigious FORTUNE magazine “Best Small & Medium Workplaces” List, the “Best Workplaces in Finance & Insurance” List, the “Best Workplaces for Millennials” List, and the “Best Workplaces in Texas” List. The company is also a winner of the top 100 “Best Companies to Work for in Texas,” published by Texas Monthly. Based in Abilene, TX, DIG offers a unique corporate culture and benefits that our employees love, including employer-paid health coverage, 401(k) matching, life insurance, an on-site clinic, a 24-hour fitness center, free fresh fruit and beverages, a corporate university, book studies, and many personal growth opportunities for mind, body, and soul. An Equal Opportunity Employer