The Preneed Account Manager establishes relationships with funeral homes, ensuring compliance and promoting preneed sales while collaborating with the COO.
Our Company
Explore how you can contribute at AmeriLife.
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
This position will be responsible for establishing a professional relationship with the funeral homes to ensure all needs are met on a pre-need basis. In this position you will be working closely with the COO to increase preneed sales.Job Description
Essential Functions:
- Performs duties in a professional and caring manner with personal appearance, honesty, integrity and ethical business acumen.
- Builds relationships, ensures excellent service and develops potential referrals from funeral homes
- Ensures compliance within state and industry regulations and in accordance with company policies and procedures by accurately completing required documents, insuring proper interment verification process and conducting random audits.
- Maintains strict adherence to commission structures, meeting required timelines by submitting all contracts, required documents promptly to home office.
- Reports to the COO all progress, completes and submits all required reports timely.
- Actively pursues the development of new prospects.
- Sustains positive communication and cooperation with all funeral home.
This position has no direct supervisory responsibilities.
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
- Consistently meets or exceeds company standards in revenue generation to maintain employment and benefits eligibility status.
- Protects confidentiality of company including but not limited to sales and marketing programs, materials, names and addresses of funeral homes.
- Participates in all required specific location and company training initiatives.
- Performs other duties as assigned.
Competencies:
- Communication Proficiency.
- Teamwork Orientation.
- Detail Orientation.
- Thoroughness.
- Customer Service Orientation.
- Time Management.
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