Selling Administrator

Everstory Partners; Town of La Grange (WI); In loco; USD 38.000 - 62.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, Dental, Vision

Tuition Reimbursement

Anniversary Award

Career Advancement and Training

401k with Company Match

Descrizione del lavoro

Everstory Partners, based in Wisconsin, seeks an Administrative role to support offices and locations. The role covers phones, scheduling, onboarding, contract validation, and basic financial duties across locations.

The candidate will maintain records, assist HR onboarding, handle AP/AR, and ensure smooth daily operations in a cemetery and funeral services context.

Competenze

• Multi-Line phone skills required.
• Filing and data entry with accuracy.
• Basic math and computer skills including Word and Excel.

Mansioni

• Answer phones and assist customers and team members.
• Schedule appointments and onboard new staff.
• Handle contract processing and verify validity.
• Perform banking duties: deposits and cash handling.
• Maintain records of memos, emails, and policies.
• Support accounts payable/receivable and file maintenance.
• Coordinate onboarding with HR and assist location leadership.

Conoscenze

Phone skills

Data entry

Typing 40 wpm

Customer service

Organizational skills

Multitasking

Teamwork

Formazione

HS diploma or GED

Strumenti

Word

Excel

Descrizione del lavoro

Description

Why Everstory

At Everstory Partners, our mission is to create supportive spaces where individuals and families can find solace, meaning, and hope in the midst of loss. At the heart of our mission is a deep understanding of the profound and complex nature of grief. Every person’s journey through loss is unique, and we are committed to providing compassionate and personalized support.

We also believe that grief is not a problem to be solved or a burden to manage alone, but rather a natural and beautiful part of the human experience. Backed by our national strength and our local partners’ role is to be a steady presence, a source of comfort and guidance, and a partner in celebrating the life and legacy of the person who has passed.

The Impact You Will Make

The Administrator role at Everstory is multi-faceted with the ability to learn multiple parts of the business while supporting our customers and team members. In this position, no two days will be the same. You will be responsible for creating a customer focused environment with every interaction you have through answering phones, scheduling appointments, helping on-board team members and assisting your locations leadership team. You will also be responsible for:

• Contract processing and quality control, including verification that all contracts are valid before entry.
• Banking duties: cash receipt entry, deposit slips, credit card transactions and bank deposits. May include trips to the bank for actual cash deposits.
• Cemetery daily processing of IOA’s (Interment Order and Authorization), following the company standards and policies.
• Selling at need and pre-need business in a cemetery location by meeting with customers and families prior to and at time of need, explaining Everstory products for their location, and offering the best service and options for the deceased.
• Entering and tracking sales using Everstory CRM.
• File maintenance and record keeping: update customer files including all new sales and burials. Scan all documentations as required. Maintain Records of all memos, e-mails, corporate policies, and programs implemented.
• Human Resources: coordinate onboarding responsibilities as needed.
• Accounts Payable: Insure all bills are paid promptly. Process all purchases and invoices through the current system.
• Accounts Receivable: Collection of past and present balance amounts due for any delinquent location customer contracts.
• Deeds and Certificates: Provide deeds and certificates to Sales Management each week. Log and process according to your location and or state guidelines. 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). 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 required.
• 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.
• Must possess a valid state driver’s license and have access to a personal vehicle for some locations.
• High School equivalency required.
• Minimum of one-year experience in administration or customer service.
• This position requires availability to work some holidays, evenings and weekends as needed.

Our Investment in You

Everstory Partners is proud to provide our employees with a quality work environment and opportunity for both personal and professional growth. As part of our ongoing commitment, we offer a competitive benefits package for our Full-Time Employees including:

• Medical, Dental, Vision, Life, AD&D and STD Insurance
• Tuition Reimbursement
• Anniversary Award for each year of service
• Career Advancement and Training - Aspiring Managers Program
• Everstory Cares - Employee Assistance Fund
• Legend Award Program
• Funeral and Cemetery Benefits
• Employee Referral Bonus
• 401k with Company Match

Everstory Partners is an Equal Opportunity Employer and is committed to employing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law.

The pay range for this role is based on a wide range of factors that are considered in making compensation decisions regardless of race, gender, age, religion, or any other protected characteristic. They include skill set, experience and training, licensure and certification, and other business and organizational needs. This range estimate has been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Compensation decisions are dependent on the circumstances of each hire.