Funeral Plan Arranger

As a Funeral Plan Arranger at Co-op Funeralcare, you will be the first point of contact for funeral plans, delivering outstanding client experience and helping clients and colleagues with any funeral plan enquiries and sales.

Key Responsibilities:

• Provide clients with expert guidance on funeral plans, helping them to understand their options and plan their perfect service, in line with guidelines and regulations
• Manage your own diary, making and receiving calls with clients or arranging face-to-face visits, as well as follow up on any enquiries you’ve received
• Keep accurate records in line with policies and regulations, making sure all client documentation is managed safely, with discretion, and in a timely manner
• Work closely with the branch teams, providing guidance and support on funeral plans enquiries, as well as support with any admin work when required.

Requirements:

• Full UK driving licence and access to a vehicle
• Ideally worked in sales, customer service, financial services and other client-facing roles
• Excellent communication skills, with the ability to build meaningful relationships with clients, colleagues, and the local community
• A keen eye for detail and accuracy, to make sure regulatory policies and processes are always adhered to
• Excellent admin and organisational skills, with the ability to work on your own and manage your diary
• Confident using IT systems and Microsoft Office packages, including Outlook and Teams
• High levels of empathy, discretion, and care; with strong listening skills and the ability to carefully follow and understand client’s needs in a time of vulnerability

Benefits:

• 30% off Co-op branded products and 10% off other brands in our food stores all year-round
• 23 days holidays (pro rata, rising with service)
• A pension with up to 10% employer contributions
• Access to our Employee Assistance Programme
• Access to virtual GP and free eye tests
• Endless career development opportunities
• Friendly, supportive team