COLLECTION ASSISTANT

Description

Job Summary: Manage collection of funeral services and pre-need plans with respectful and empathetic handling, ensuring timely payment control and follow-up with members. Key Highlights: 1. Collection management and payment control for funeral services 2. Empathetic and confidential customer service 3. High human sensitivity and discretion required **Department:** Administrative / Collections **Job Objective:** Manage collection of funeral services and pre-need plans, ensuring timely payment control, member follow-up, and administrative support, while guaranteeing respectful and empathetic handling with customers during sensitive moments. **Specific Functions for Funeral Services** **Funeral Services Collection Management** * Collect payments for rendered funeral services (cash or credit). * Verify immediate funeral service payments. * Collect from family members or service responsible parties tactfully and respectfully. **Pre-Need Plans Management** * Monitor member payments for funeral plans. * Follow up on overdue installments. * Contact members to prevent service cancellation. * Update membership status (active, suspended, withdrawn). **Income Control and Recording** * Record daily payments in the system. * Validate deposits, transfers, or cash collections. * Perform daily cash closing (if applicable). * Reconcile income with operational reports. **Customer Service (Sensitive Handling)** * Provide clear information regarding debts or account statuses. * Serve family members with empathy, respect, and confidentiality. * Avoid conflicts during periods of grief. **Document Management** * Archive pre-need plan contracts. * Safeguard payment receipts and documents for rendered services. * Maintain organized client files. * **Reports and Collections Control** * Prepare collections reports (pre-need plans and services). * Report overdue accounts to management or coordination. * Support collections recovery strategies. **Support to Other Departments** * Coordinate with the commercial department (plan sales). * Support the operations department in validating rendered services. * Verify clearance certificates before service provision. **Critical Functions in the Funeral Sector** * Verify client status prior to service provision (active plan or not). * Handle information with high confidentiality. * Act ethically during collections, avoiding undue pressure during sensitive moments. **Additional Key Competencies (Funeral Sector)** * High human sensitivity * Empathy and emotional management * Discretion and respect * Appropriate communication in grief situations **Special Job Conditions** * Frequent typing (constant use of systems). * Possible interaction with users experiencing difficult emotional circumstances. * Working under pressure in urgent situations (immediate services). * Basic tools: Word, Excel, cloud Drive Employment Type: Full-time Work Location: On-site employment