At-Need Memorial Planner & Family Liaison

Service Corporation International; Greenfield (WI); On-site; USD 50,000 - 100,000; Full time

Job summary

Service Corporation International in Wisconsin–Greenfield seeks a dedicated professional to join our family services team. You will work closely with funeral home partners to manage patient files and ensure timely processing of arrangements.

Responsibilities include building at-need charts, verifying files, conducting blind checks, notifying families when flowers are placed, and coordinating arrangement conferences. The role emphasizes compassionate communication and reliability.

Qualifications

• Strong communication with associates, contractor personnel and client families.
• Ability to work with minimal supervision and achieve objectives on time.
• Ability to resolve routine problems promptly and effectively.
• Ability to adapt to changing priorities.

Responsibilities

• Builds at-need charts
• Verifies at-need files before sent for verification
• Performs blind checks
• Follows up with memorial renderings, processes and timelines
• Notifies families when flowers are placed
• Sets Arrangement Continuation Appointments
• Designs memorials
• Serves at-need cemetery families that currently own property
• Sets follow-up visits at the at-need arrangement conference
• Logs information for Family Service Counselors
• Meets with funeral home at-need families

Skills

Communication skills

Self-management

Problem solving

Adaptability

Education

High School diploma or equivalent

Job description

Service Corporation International in Wisconsin–Greenfield seeks a dedicated professional to join our family services team. You will work closely with funeral home partners to manage patient files and ensure timely processing of arrangements.

Responsibilities include building at-need charts, verifying files, conducting blind checks, notifying families when flowers are placed, and coordinating arrangement conferences. The role emphasizes compassionate communication and reliability.