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Maintains financial records, general ledger accounts, journal entries, reconciliations, invoices, and monthly close activities. Supports budgeting, forecasting, audits, financial reporting, accounts payable, treasury documentation, and accounting policy compliance. Requires strong knowledge of GAAP, financial and cost accounting, analytical skills, organization, communication, and proficiency with Microsoft Office. Microsoft Dynamics experience is preferred.

Process and enter new life insurance applications, review for accuracy, communicate with agents and applicants, coordinate with underwriting, issue and mail policies, cancel declined/expired applications, and process plan change journal entries and premium refunds.

Provide logistical and client-facing support for funerals: transport and prepare deceased, set up services, handle paperwork, greet and assist families, maintain vehicles and facility, coordinate vendors, and perform physical tasks requiring lifting and flexible hours.

Support funeral home operations including removals from homes/hospitals/crime scenes, answering phones and first-call intake, assisting at services, cleaning and maintenance, driving company vehicles, handling and transporting deceased, and following funeral director directions.

Support funeral directors and families by preparing and transporting decedents, setting up services, handling paperwork, greeting guests, maintaining vehicles and facilities, and assisting with logistics, cleanup, and inventory while providing compassionate, confidential service.

Lead and grow outside life insurance sales by developing new and existing client relationships, meeting sales and premium collection targets, training and managing outside sales agents, tracking sales metrics, and recommending performance improvements.