Cemetery Bookkeeper/Customer Service Representative (CSR)
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Catholic Cemeteries, Diocese of Providence Cemetery Bookkeeper/Customer Service Representative (CSR)
Description
Position Title: Cemetery Customer Service Representative (CSR)
Position Status: Full- time, Non Exempt
This position provides support to the field staff by processing, filing, documenting of funeral orders into cemetery records, & communications with funeral directors and the main office. The CSR will assist families with inquires of cemetery lots, policies, procedures, etc. Looking for INDIVIDUALS WITH ACCOUNTING OR BOOKKEEPING EXPERIENCE.
Job Responsibilities:
Position Status: Full- time, Non Exempt
This position provides support to the field staff by processing, filing, documenting of funeral orders into cemetery records, & communications with funeral directors and the main office. The CSR will assist families with inquires of cemetery lots, policies, procedures, etc. Looking for INDIVIDUALS WITH ACCOUNTING OR BOOKKEEPING EXPERIENCE.
Job Responsibilities:
- Support all foremen with duties that interact with the Main Office.
- Prepare & maintain reports for the Lead Foreman & Main Office alike.
- Point of Contact for funeral directors, monument companies, & families questions or concerns.
- Assist families with directions, sales paperwork, & general information.
- Prepare sales folders with necessary documents for families to receive.
- Assist with burial orders and foundation orders received from the main office.
- Review all funeral orders for Lead Foreman as to accuracy, and daily confirmations with funeral directors.
- Dispatch the appropriate foreman for customer assistance.
- Promote the Order of Christian Funerals to families and funeral directors.
- Organize & process accounts receivable, deposits, reports as requested by management.
Knowledge, Skills and Abilities:
- Must possess knowledge of Diocesan policies and guidelines
- Efficiency in entering data into computer accurately
- Ensure data integrity and maintain accurate records
- Ability to understand and follow written and verbal instructions
- Maintain good relations with customers and funeral directors
- Accounting/Bookkeeper skills with the ability to effectively work with Excel and cemetery database system.
Required Education, Training and/ or Experience:
- Office experience in organizing and optimizing procedures of maintaining files & records.
- Working experience with MS Office software & Windows-based data systems is essential.
- Accounting/Bookkeeper experience required to achieve an interview.
Reporting Relationships:
This position reports directly to: Business Manager of Catholic Cemeteries