Funeral Planning Center (FPC) - Region Manager

Job Locations US-CA-Anaheim

Overview

The primary function of the Region Manager is to lead the Region’s FPC teams and drive performance within their region (i.e. a large volume of high quality appointments set on a daily basis). The Region Manager bridges the gap between the Account Management team and the FPC team. Lead distribution, quality assurance, and supporting and coaching Planners to maximize performance is paramount to this role. Finally, the Region Manager is an ambassador to the FPC advocating on behalf of the Planners.

Responsibilities

Essential Duties and Responsibilities

Management

  • Manage FPC Teams - First point of contact for your FPC teams
  • Provide regular, monthly 1-on-1’s and annual performance reviews
  • Provide guidance on best practices and administer corrective action (if needed)
  • Quality assurance (coaching Planners on calls, explaining standard processes)
  • Providing insight to FPC Coaches on Planners to guide coaching opportunities
  • Planner engagement & morale – plan and design incentives to drive performance and excite and stimulate FPC teams
  • Coordinate with other Region Managers to ensure adequate FPC management coverage

 

Lead Distribution - Utilize all tools to distribute leads effectively

  • Analyze reporting from Precoa Dashboard, Counselor Availability Report and CRM
  • Assist with requests from Account Management and the field
  • Distribute leads to Planners so that the leads are available at the beginning of their shifts (Mon-Thurs)

 

Administrative – FPC Support

 

  • Participate in the interviewing and selecting of new hires for the FPC
  • Participate in the selection and facilitation of Planner movement to teams within the FPC
  • Lead and organize regional meetings and attend other cross functional department meetings as needed
  • ADP administration for team (approving timecards, PTO requests, etc)
  • Responsible for CRM updates for Planners (lead name changes, etc)

 

Additional duties and responsibilities as assigned

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

  • While performing the duties of this job, the employee is required to use a computer. Knowledge of PC operations and software (Word processing and spreadsheet) are required. Good typing skills.
  • Excellent computer skills, including Microsoft Word, Excel, Outlook, and PowerPoint
  • Excellent leadership skills including: interpersonal skills with ability to have crucial conversations
  • Excellent organizational skills, and attention to detail
  • Able to exhibit a high level of confidentiality
  • Ability to build relationships

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