• Operations Coordinator

    Job Locations US-OR-Portland
  • Overview

    Company Overview:


    The Preneed Company of America (Precoa) is a national sales and marketing company within the preneed insurance industry. We are the nation’s leading provider of an innovative marketing, lead generation, and appointment setting system called ProActive Preneed™. As a leader in the preneed industry Precoa strives to support our partners, both internal and external, through our core values of kindness, progression and craftsmanship. We approach each interaction with these values in mind and look for employees that can contribute to our company and culture through these values.


    Position Overview:


    The Operations Coordinator acts as the primary support for our Account Management team.  Account Managers are responsible for implementing business plans for new clients, providing support to external sales management, providing quality assurance of internal processes and procedures and make decisions on how to improve client satisfaction and profitability. Responsibilities vary by region, but largely deal with updating and maintaining our CRM system, assist in weekly/monthly account reporting, account analytics and other custom projects within the Operations team. 


    Essential Duties and Responsibilities:

    • Establish and maintain professional relationships with Account Managers
    • Update information in CRM system including:
      • Funeral Home profiles
      • Counselor records
      • Sales Lead records
    • Oversee weekly lead import processes
    • Analytical/data research as requested
    • Prepare detailed reports including but not limited to:
      • Monthly production reporting
      • Daily lead management reporting
      • Custom monthly reporting
    • Oversee and complete weekly lead import processes
    • Additional duties and responsibilities as assigned


    Communication: Speaks clearly and persuasively in various situations; listens and obtains clarification; responds well to questions; participates in problem solving meetings; writes clearly and informatively; edits work for spelling and grammar; tailors writing style to specific audiences; analyzes written information.


    Time Management: Uses time efficiently to meet deadlines; prioritizes workload; effectively communicates priorities in a constructive manner; punctual; ability to travel and work after normal business hours if needed.


    Organization and Attention to Detail:  Effectively follows policies and procedures; develops processes for managing workload during high stress situations; demonstrate accuracy and thoroughness; looks for ways to improve and promote quality; monitors own work to ensure quality. 


    Professionalism: Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follow through on commitments; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions; has the ability to deal with frequent change, delays, or unexpected events.


    Education and/or Experience:

    • 2-4 years’ work experience in administrative/customer service related fields or undergraduate degree
    • Advanced proficiency in typing (75 wpm)
    • Previous customer service experience a plus
    • Proficient with Microsoft Office (Excel, Word, Outlook, Power Point)
    • Intermediate to advanced excel knowledge
    • Strong Proficiency in a Client Relationship Manager Database (CRM) or similar software application
    • Beginner to intermediate skillset in adobe production suite preferred but not necessary
    • Fluent in English


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