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Client Services Administrator

2 months ago

Neenah, Wisconsin, United States Everstory Partners Full time
Job Overview

Welcome to Everstory Partners

At Everstory Partners, we are committed to offering support and comfort to individuals and families during challenging times. We recognize the distinct path of grief and aim to provide tailored and empathetic assistance. We perceive grief as a natural aspect of life and strive to honor the memories of those who have departed. Our extensive national reach, paired with local collaborations, guarantees a consistent and reassuring experience for everyone.

Position Summary

We are looking for an Administrator to become a part of our team at Everstory. This position is multifaceted and varied, presenting opportunities to gain insights into different areas of our operations while assisting clients and team members. As an Administrator, your duties will encompass:

  • Processing contracts and ensuring quality control
  • Handling banking tasks such as cash receipt entries and deposits
  • Overseeing cemetery operations in accordance with company policies
  • Interacting with clients for both pre-need and post-need sales
  • Utilizing Everstory CRM for sales tracking
  • Performing administrative functions including filing, record management, and HR support
  • Managing Accounts Payable and Receivable
  • Handling deeds and certificates
  • Participating in reporting and meetings

Qualifications

  • Experience with multi-line phone systems and filing
  • Basic proficiency in computer applications including word processing and spreadsheets
  • Strong organizational skills and ability to multitask
  • Exceptional customer service and interpersonal abilities
  • A minimum of one year of experience in administration or customer service roles

Employee Benefits

As a member of Everstory Partners, you will enjoy a competitive benefits package that includes medical, dental, 401k, and additional perks. We are dedicated to fostering a supportive work environment that encourages both personal and professional development.

Everstory Partners is an Equal Opportunity Employer, embracing diversity within our workforce.