Contract Entry Specialist
Progressive company is seeking a detail-oriented and organized individual to join our team as a Contract Entry Specialist. The Contract Entry Specialist will be responsible for accurately entering and managing all contracts into our system, ensuring compliance with internal policies and external regulations.
- Process and enter cemetery and/or funeral sales contracts into our system, ensuring accuracy and completeness of information.
Review contracts for key terms and conditions, including pricing, deliverables, and timelines.
- Verify contract information with legal and/or sales team members as necessary.
- Process and enter customer payments
- Record and post bank deposits
- Reconcile cemetery and funeral companies at month end
- Process and maintain ACC payments
- Generate refund and pre-need checks
- Prepare Events unearned income report
- Prepare and maintain open/closing report for accounting
- Reconcile credit Card reporting at month end for funeral and Events
- Coordinate with Funeral VP’s regarding PN to AN status, maintain AR
- Provide assistance to internal and external customers as well as support for other departments and staff.
- Coordinate workflow in conjunction with accounting and HR departments to ensure efficient workflow of information
- Assist with training contract entry staff
- Review Events contract entry and resolve issues for accounting in Reserve
-Prepare special reports as requested-
Maintain a thorough understanding of company products, services, and contract templates. -Ensure compliance with internal policies, external regulations, and legal requirements.
- High school diploma or equivalent.
- Strong attention to detail and accuracy, with excellent data entry skills.
- Proficient computer skills, including MS Office Suite and contract management software.
- Excellent verbal and written communication skills, with the ability to effectively communicate with various stakeholders.
- Strong time management and organizational skills, with the ability to prioritize and meet deadlines.
- Ability to work independently and collaboratively in a fast-paced and dynamic environment.
- Strong work ethic and high level of integrity.
This is a full-time in-office position, offering competitive compensation and benefits.