Description
As a Funeral Plan Arranger, you'll 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.
You'll need a full UK driver's licence and access to a vehicle for this job.
Typical duties include preparation, transportation, and personal care of the deceased, carried out with professionalism, dignity, respect, and adherence to health and safety standards.
What you'll do
- Provide clients with expert guidance on funeral plans, helping them 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, ensuring 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.
What you'll bring
- A full UK driving licence and access to a vehicle.
- Ideally, experience in sales, customer service, financial services, or other client-facing roles where you've supported clients in purchasing the correct product to serve their needs.
- 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 ensure regulatory policies and processes are always adhered to.
- Excellent admin and organisational skills, with the ability to work independently and manage your diary, as well as travel to client meetings and support the branch teams when necessary.
- High levels of empathy, discretion, and care, with strong listening skills and the ability to carefully follow and understand clients' needs in a time of vulnerability.
- A passion for delivering great service and providing good outcomes for clients.
Benefits
- 30% off Co-op branded products and 10% off other brands in our food stores all year-round, as well as discounts on other Co-op products and services.
- 23 days' holiday (pro-rata, rising with service).
- A pension with up to 10% employer contributions.
- Access to our Employee Assistance Programme, offering confidential advice and support on any challenges you're facing, 24 hours a day.
- Access to virtual GP and free eye tests.
- Endless career development opportunities, including apprenticeships.
- Friendly, supportive team and the knowledge that you make a huge difference to your community.
- Access to Stream, a money management app that gives you access to a percentage of your pay as you earn it.