Provides professional and courteous service to internal and external clients. Processes daily accounting transactions, maintains and balances the field office bank account and cashbook. Monitors and audits open items for proper placement and balances monthly bank statements. Accepts and processes premium payments from internal and external clients. Assists in conservation efforts by contacting policyholders while following identified privacy guidelines. Completes appropriate policy transactions and thoroughly reviews and validates output to ensure accuracy. Provides courteous, professional and timely responses to internal and external client inquiries. Ensures processing techniques are compliant with processing guidelines. Provides recruiting and marketing support, by maintaining materials, compiling data, and submitting sources for candidate recruiting and leads opportunities. Partners with Agency and Sales Management teams to support the overall goals of the office.
Provides professional and courteous service to internal and external clients. Processes payments and policy transactions on administrative systems. Resolves inquiries received via telephone, written correspondence or walk-in office visits. Collaborates with various departments as needed and escalates to management when necessary.
Champions proactive client retention processes by identifying clients suggestions for improvement and making recommendations to management. Facilitates the conservation program by contacting the client for payment options and partnering with sales associates and management to conserve policies.
Supports the Agency by identifying marketing and recruiting event opportunities. Identifies cross-selling opportunities and submits potential sales leads during client interactions and within natural markets utilizing tailored approaches.
Works closely with Operations and Support Supervisor to support the needs of other offices within the Agency, plans ahead to accommodate changes in workload while minimizing the risk of impact to service levels, goals or objectives.
Prepares and delivers daily bank deposits and balances office cashbook and bank account accurately and by following identified guidelines.
Fosters a culture within the Agency that promotes open communication, integrity, professionalism, teamwork and a sense of urgency.
Maintains thorough product and procedural knowledge.
Performs other duties as assigned by management.
Possess excellent verbal and written communication skills with the ability to successfully interpret and communicate business needs between field and home office in a clear and concise manner. Will be expected to provide examples of written work such as correspondence, reports, etc.
Demonstrated experience in customer service, identifying client problems/issues, providing and initiating effective solutions. Effectively articulating information to clients in an empathetic and understanding manner to resolve customer concerns/inquiry.
Demonstrated experience maintaining a calm and professional demeanor when handling demanding situations.
Proven experience coordinating multiple assignments and completing assigned tasks accurately and on a timely basis. Expected to cite examples of organization skills and methods used to manage or prioritize workload demands.
Possesses and displays a strong attention to detail.
Demonstrated ability to effectively interact and communicate with all stakeholders.
Must provide examples from work experience demonstrating flexibility to meet department and customer needs.
Educational Requirements
Computer Skills and Knowledge of Hardware & Software Required
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
Position Demands
Extended hours required during peak workloads or special projects.
Willingness to travel as needed and occasionally to areas outside the territory normally assigned.
Requisition ID: 2022-17655
Street: 1226 SOUTHGATE PKWY
IT FIELD OPERATIONS TECHNICIAN JOB REQUIREMENTS
Work Environment & Physical Demands
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee will be performing work outdoors throughout the year, and will be exposed to the outdoor conditions.
Education RequiredIT FIELD OPERATIONS TECHNICIAN JOB REQUIREMENTS
Work Environment & Physical Demands
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee will be performing work outdoors throughout the year, and will be exposed to the outdoor conditions.
EducationRequiredOur associates celebrate lives. We celebrate our associates.
Consider the possibilities of joining a Great Place to Work!
This role provides exemplary customer service in all areas of helping client families following the loss of a loved one. A sense of urgency, empathy, attention to detail and strong communication skills are required to succeed and fulfill customer needs. The Specialist works closely with funeral directors and location managers to ensure all arrangements are initiated and completed.
JOB RESPONSIBILITIES
Meets regularly with Funeral Director(s) to ensure customer needs are met
Frequently communicates with families to coordinate activities
Takes first calls and dispatches removal teams
Collects vital information, files death certificates and insurance claims
Schedules appointments for Funeral Directors
Designs and prints memorials; creates, scans, and corrects arrangement documents
Orders merchandise, flowers, urns
Schedules services including coordinating with churches, cemeteries and staff
Assists with setting up funeral/visitation areas and take down
Assists during funeral services and events
May be required to ensure company vehicles are clean and fueled, prior to and after services
Adheres to all Company and Regulatory requirements
Performs other administrative duties for the location when time permits
MINIMUM Requirements
Education
Certification/License
Experience
2 years of experience in an office clerical or customer service capacity required
Experience working in a customer-focused and fast-paced professional environment required
Funeral industry experience preferred but not required
Knowledge, Skills and Abilities
Strong knowledge of computers and software
Above average communication skills
High level of compassion and integrity
Problem solving skills
Ability to multi task and set priorities
Ability to maintain confidentiality
Ability to work beyond standard business hours including weekends
Detail oriented
Professional team player
Pro-actively seeks out tasks
Motivated, enthusiastic work ethic
Work CONDITIONS
When considering the work hours associated with this job, the following factors may apply:
Work Environment
Mostly works indoors during all seasons and weather conditions
Occasional work outdoors
Limited amount of local and/or multiple location traveling required
Professional dress is required when in contact with families
Work Postures
Sitting continuously for many hours per day, up to 6 hours per day
Occasional periods of time standing, up to 3 hours per day
Climbing stairs to access buildings
Physical Demands
Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage
Ability to lift up to 20 pounds
Work Hours
Postal Code: 44902
Category (Portal Searching): Operations
Job Location: US-OH - Mansfield
Provides professional and courteous service to internal and external clients. Processes daily accounting transactions, maintains and balances the field office bank account and cashbook. Monitors and audits open items for proper placement and balances monthly bank statements. Accepts and processes premium payments from internal and external clients. Assists in conservation efforts by contacting policyholders while following identified privacy guidelines. Completes appropriate policy transactions and thoroughly reviews and validates output to ensure accuracy. Provides courteous, professional and timely responses to internal and external client inquiries. Ensures processing techniques are compliant with processing guidelines. Provides recruiting and marketing support, by maintaining materials, compiling data, and submitting sources for candidate recruiting and leads opportunities. Partners with Agency and Sales Management teams to support the overall goals of the office.
Provides professional and courteous service to internal and external clients. Processes payments and policy transactions on administrative systems. Resolves inquiries received via telephone, written correspondence or walk-in office visits. Collaborates with various departments as needed and escalates to management when necessary.
Champions proactive client retention processes by identifying clients suggestions for improvement and making recommendations to management. Facilitates the conservation program by contacting the client for payment options and partnering with sales associates and management to conserve policies.
Supports the Agency by identifying marketing and recruiting event opportunities. Identifies cross-selling opportunities and submits potential sales leads during client interactions and within natural markets utilizing tailored approaches.
Works closely with Operations and Support Supervisor to support the needs of other offices within the Agency, plans ahead to accommodate changes in workload while minimizing the risk of impact to service levels, goals or objectives.
Prepares and delivers daily bank deposits and balances office cashbook and bank account accurately and by following identified guidelines.
Fosters a culture within the Agency that promotes open communication, integrity, professionalism, teamwork and a sense of urgency.
Maintains thorough product and procedural knowledge.
Performs other duties as assigned by management.
Possess excellent verbal and written communication skills with the ability to successfully interpret and communicate business needs between field and home office in a clear and concise manner. Will be expected to provide examples of written work such as correspondence, reports, etc.
Demonstrated experience in customer service, identifying client problems/issues, providing and initiating effective solutions. Effectively articulating information to clients in an empathetic and understanding manner to resolve customer concerns/inquiry.
Demonstrated experience maintaining a calm and professional demeanor when handling demanding situations.
Proven experience coordinating multiple assignments and completing assigned tasks accurately and on a timely basis. Expected to cite examples of organization skills and methods used to manage or prioritize workload demands.
Possesses and displays a strong attention to detail.
Demonstrated ability to effectively interact and communicate with all stakeholders.
Must provide examples from work experience demonstrating flexibility to meet department and customer needs.
Educational Requirements
Computer Skills and Knowledge of Hardware & Software Required
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
Position Demands
Extended hours required during peak workloads or special projects.
Willingness to travel as needed and occasionally to areas outside the territory normally assigned.
Requisition ID: 2021-16833
Street: 2914 CLEVELAND RD STE A
The average technical support specialist in Coshocton, OH earns between $30,000 and $78,000 annually. This compares to the national average technical support specialist range of $35,000 to $86,000.