Description

Position at Precoa

Be an essential member of a top-tier sales team!

You’re known as the go-to person for all operational tasks, and you delight in no two days ever being the same.

With your tech savvy skills, organization and ability to learn new systems, you are able to create and innovate by working on projects that have a real impact on the success of our company.

Are you ready to pursue a collaborative work environment that fosters growth and development through the values of kindness, progression and craftsmanship?

What you’ll do (and why you’ll love doing it)

As theInside Sales Operations Assistant, you will be a primary support member for our inside sales team, also known as the FPC. Our mission is to follow up on leads generated by Precoa and to support our field sales team.

This role is multifaceted and includes working directly with our region managers. You will be the go-to individual for working with our CRM to gather team data, pull call recordings to provide coaching and feedback and organize weekly/monthly data for performance analysis. You will also interact with our inside sales team and assist with CRM and timecard-related support.

What we offer you as part of #PrecoaLife

Work remotely from home or in a hybrid setting at Precoa headquarters
Competitive hourly pay based on experience plus company bonuses
18 days PTO and 2 paid weeks of parental leave
Health, Dental, and Vision benefits
401k, with a company match and $10,000 Life Insurance Policy

If you have these skills, we want to talk with you!

1-2 years’ work experience in administrative/customer service related fields or undergraduate degree
Advanced proficiency in typing (75 wpm)
Proficient in Microsoft Office (with emphasis on Excel & Outlook), Google Drive, Zoom, ADP
Communication – Speaks clearly, listens and obtains clarification, and is empathetic
Able to exhibit a high level of confidentiality
Task Management – Works well taking direction from different team members; Balances competing tasks efficiently with a positive attitude; Gathers and organizes information for analysis; Identifies problems and raises a flag in a timely manner

About Precoa

Known for its fun, upbeat culture, Precoa is a leader in the preneed insurance industry, providing an innovative marketing, lead generation, and appointment-setting program known as ProActive Preneed®️.

Our core values of kindness, progression and craftsmanship have led us to be named one of The Oregonian’stop workplaces for 11 consecutive years, and we support our external and internal partners with these core values in mind.

Our commitments to our employees include the ability to live happy and fulfilling lives, develop lifelong friends, accomplish meaningful work, discover and unleash your true potential, and to laugh and enjoy the journey together.

Headquartered in Portland, OR with a satellite office in Utah, everyone at Precoa is passionately focused on one thing: helping people plan today so their families can focus on connection when they need it the most.

Benefits:
Flexible Spending Accounts, 401K, Employee Events, Employee Referral Program, Flexible Schedules, Free Food and Coffee, Life Insurance, Long Term Disability, Maternity/Paternity Paid Leave, Medical, Dental and Vision, Paid Holidays, Paid sick days, Parking , Performance bonus, Professional Development, Retirement / Pension Plans, Vacation/paid time off, Work From Home

About the Company:
Precoa

It all began at a kitchen table.

Preneed industry innovators Bret Davis and Mark Hornibrook came together with a shared vision—to help change the way we experience loss through a prearranged funeral and create a company that would become a force for good in the world.

With Bret’s preneed marketing expertise and Mark’s industry-defining insurance ingenuity, they signed their initial deal, rented a ramshackle office, and started building the kind of workplace they’d both always dreamed of—a place where people who shared their values of kindness, progression, and craftsmanship would treat one another with love and respect.

Since its humble beginnings in 2004, Precoa has made good on this dream. Having grown from just 9 employees and $11 million in preneed insurance sales in 2004 to nearly 300 employees and $432 million in sales in 2021, the company continues to build on its founders’ original vision.

Precoa has won 10 consecutive Oregonian Top Workplace awards since 2012, and it now serves over 400 funeral homes across the nation from its Portland headquarters, satellite offices in California and Utah and hundreds of agents representing premier funeral home partners.

Its innovative business model, ProActive Preneed®, is designed to encompass every stage involved in prearranging a funeral. This includes managing and optimizing preneed marketing, setting prearrangement appointments with interested families, and supporting its nationwide network of sales agents to ensure the preneed experience is consistent, remarkable, and meaningful.

Our mission is to preplan all families in every market because we are passionate about helping people on one of the most difficult days of their lives. We believe everyone should benefit from the positive impact of preplanning.

Company Size:
100 to 499 employees

Industry:
Insurance

Founded:
2004

Website:
https://www.precoa.com/

Precoa

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