Selling Administrator

The Role

The Administrator at Everstory Partners plays a crucial role in creating a customer-focused environment. Responsibilities include:

• Answering phones and scheduling appointments
• Helping on-board team members
• Aiding the leadership team
• Contract processing and quality control
• Banking duties: cash receipt entry, deposit slips, credit card transactions, and bank deposits
• Cemetery daily processing of IOA's (Interment Order and Authorization)
• Selling at need and pre-need business
• Entering and tracking sales using Everstory CRM
• File maintenance and record keeping
• Human Resources: coordinate onboarding responsibilities as needed
• Accounts Payable: ensure all bills are paid promptly and process purchases and invoices
• Accounts Receivable: collect past and present balance amounts due for any delinquent location customer contracts
• Deeds and Certificates: provide deeds and certificates to Sales Management weekly
• Trust Certificates: check for accuracy, compare to contracts, sign, and place in custom file return (email) to the Home Office Trust Department
• Work and Memorial Orders: order memorials when PIF (Paid in Full) and manage work orders for Park Services
• White Board Meetings: take part in daily meetings between Administration, Maintenance, and Sales Department
• Reporting: may include Trust, state required, and month end processing

Requirements

• Multi-line phone skills
• Filing skills (alphabetically)
• Ability to type 40 words per minute with minimal errors and data entry skills
• Basic math and computer skills including word processing (Word) and spreadsheet (Excel) applications or Google equivalents
• Ability to abide by all company policies and keep all employee and customer information confidential
• Excellent customer service skills and optimal interpersonal skills
• Proficient organizational skills
• Ability to multitask efficiently and work well independently or as part of a team
• Ability to effectively and quickly complete tasks and assignments and meet deadlines
• Valid state driver’s license and access to a personal vehicle for some locations

Benefits

• 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

Company Commitment

Everstory Partners is committed to employing a diverse workforce and offers a competitive benefits package for 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