Cemetery Bookkeeper/Customer Service Representative (CSR)

CATHOLIC CEMETERIES; Cranston (RI); On-site; USD 25,000 - 33,000; Full time

Job summary

Catholic Cemeteries in Cranston, RI is seeking a Cemetery Customer Service Representative (CSR) to support field staff by processing and filing funeral orders into cemetery records, and by communicating with funeral directors and the main office.

The CSR helps families with inquiries about lots, policies, and procedures, and requires accounting or bookkeeping experience; strong data entry and MS Office skills are essential.

Qualifications

• Office experience in organizing and optimizing procedures of maintaining files & records.
• Working experience with MS Office software & Windows-based data systems is essential.
• Accounting/Bookkeeper experience required to achieve an interview.

Responsibilities

• Support all foremen with duties that interact with the Main Office.
• Prepare & maintain reports for the Lead Foreman & Main Office alike.
• Point of Contact for funeral directors, monument companies, & families questions or concerns.
• Assist families with directions, sales paperwork, & general information.
• Prepare sales folders with necessary documents for families to receive.
• Assist with burial orders and foundation orders received from the main office.
• Review all funeral orders for Lead Foreman as to accuracy, and daily confirmations with funeral directors.
• Dispatch the appropriate foreman for customer assistance.
• Promote the Order of Christian Funerals to families and funeral directors.
• Organize & process accounts receivable, deposits, reports as requested by management.

Skills

Data entry

Customer service

Bookkeeping

Tools

MS Excel

Cemetery database

Job description

Location: Cranston, RI

Job Id:114

# of Openings:1

Position Title: Cemetery Customer Service Representative (CSR)

Position Status: Full- time, Non Exempt

This position provides support to the field staff by processing, filing, documenting of funeral orders into cemetery records, & communications with funeral directors and the main office. The CSR will assist families with inquires of cemetery lots, policies, procedures, etc. Looking for INDIVIDUALS WITH ACCOUNTING OR BOOKKEEPING EXPERIENCE.

Job Responsibilities:

• Support all foremen with duties that interact with the Main Office.
• Prepare & maintain reports for the Lead Foreman & Main Office alike.
• Point of Contact for funeral directors, monument companies, & families questions or concerns.
• Assist families with directions, sales paperwork, & general information.
• Prepare sales folders with necessary documents for families to receive.
• Assist with burial orders and foundation orders received from the main office.
• Review all funeral orders for Lead Foreman as to accuracy, and daily confirmations with funeral directors.
• Dispatch the appropriate foreman for customer assistance.
• Promote the Order of Christian Funerals to families and funeral directors.
• Organize & process accounts receivable, deposits, reports as requested by management.

Knowledge, Skills and Abilities:

• Must possess knowledge of Diocesan policies and guidelines
• Efficiency in entering data into computer accurately
• Ensure data integrity and maintain accurate records
• Ability to understand and follow written and verbal instructions
• Maintain good relations with customers and funeral directors
• Accounting/Bookkeeper skills with the ability to effectively work with Excel and cemetery database system.

Required Education, Training and/ or Experience:

• Office experience in organizing and optimizing procedures of maintaining files & records.
• Working experience with MS Office software & Windows-based data systems is essential.
• Accounting/Bookkeeper experience required to achieve an interview.

Reporting Relationships:
This position reports directly to: Business Manager of Catholic Cemeteries