Precompose Specialist

RESPONSIBILITIES

General

• Directly interact with potential customers to sell Precompose, a prearrangement plan, by identifying their needs, offering solutions, and building and nurturing relationships.
  
  Please note:
  
  this role is not commission based.
• Deliver informative Precompose presentations & facility tours, ensuring Recompose brand voice and information is clear, the audience is engaged, and questions are answered.
• Answer inquiries about Recompose to accurately address customer questions and concerns. Identify and forward inquiries best handled by other departments.
• Foster trust and long-term customer satisfaction by providing meticulous documentation and process control.
• Handle all client records, inquiries, and disclosures with the highest level of discretion, professionalism, and ethical care.
• Collaborate with the other departments to understand the complete Recompose process, the different services provided by each team, and how we offer comfort to both the bereaved and those making pre-need arrangements.
• Collect client feedback - from inquiries to sign up process on through to membership - and share observations with Precompose Growth Manager to help refine protocols and improve client experience.
• Provide feedback to improve the administrative systems the Precompose team uses, and maintain up to date training for the Precompose Team.
• Uphold professional boundaries when conversing with clients and leads, focusing on providing clear and accurate information about Recompose services.
• Support the mission of the company and uphold company values in daily work and interactions.
• Contribute to administrative projects as needed.

Lead Inquiries

• Answer inbound calls and make outbound calls promptly and professionally. This includes being present and available throughout regular business hours and addressing after-hour needs the following business day.
• Efficiently sort and categorize incoming emails based on priority and content. Email tasks include responding to inquiries and resolving issues in a timely manner and collaborating with other departments on cross-functional processes.
• Manage incoming and outgoing Precompose mail, including documents and informational packets, and coordinate special deliveries and arrangements for mailed payments.
• Provide tours of the Recompose facility as requested by prospective clients.

Lead Development

• Drive Precompose sales by participating in outreach. Present the benefits of preplanning via onsite tours, virtual tours, and presentations, including out in the community - which includes some regional travel.
• Assist in creating and sustaining relationships with organizations such as senior living facilities and estate law firms. Book presentations and onsite tours and provide marketing assets for display. Follow up with leads and keep impeccable records.

Lead Conversion

• Become a licensed agent in order to sell funeral insurance policies for Recompose. Will be required to sit for the licensing exam within 30 days of hire. (Training, studying, and testing are part of onboarding.)
• Answer questions about policies and help customers determine the best fit plan for themselves and family members.
• Walk leads through the online preneed sales platform.
• Write funeral insurance policies and maintain impeccable documentation across all systems.

SKILLS AND QUALIFICATIONS

Required

• A minimum of 3 years of experience in a customer-facing role like inbound & outbound call center representative, live-call technical support representative, and/or roles focused on customer success within sales or hospitality.
• A minimum of 3 years of experience using digital tools to perform job duties and solve problems.
• A minimum of 3 years of experience in collecting, reporting, and utilizing customer data.
• Skilled in…