Partnership Development Coordinator

Company: Precoa
Location: Portland
Posted on: May 27, 2023

Job Description:

Description

Position at Precoa
Your talent for supporting day-to-day operations is needed! You're well-organized and a pleasure to work with, making you the natural point of contact for a department that is helping our purpose-driven company grow.

As the Partnership Development Coordinator at Precoa, you'll make sure everything is running smoothly for the department. You're the kind of person who stays on top of projects and tasks so that nothing falls through the cracks, and your communication skills are superb. You thrive when you can build meaningful relationships across an entire organization, and while you may not have all the answers, you always know how to find them.

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's top workplaces for nine consecutive years, and we support our external and internal partners with these core values in mind.Headquartered in Portland, OR since its founding in 2004, Precoa employs over 288 employees, plus a network of more than 600 independent preneed agents, all passionately focused on one thing: helping people plan today so their families can focus on connection when they need it the most.

Essential Duties and Responsibilities

Point of contact for Partnership Development department
Recipient of incoming communication and routes calls and emails as appropriate
Receive incoming requests for projects and assure they are assigned appropriately and completed on time
Maintain and manage CRM (accounts and tasks) & ensure tasks are being completed in a timely manner
Ensure department requests are completed in a timely manner
Communicate with company field managers to update them with Business Development activity
Work closely with the Partnership Development leadership to carry out department meetings, activities, and directions
Support the Contracting, Analytics, and Selected Services team as needed
Constantly working to improve and maintain a positive relationship with core customer groups

Support all aspects of onboarding new funeral home partners and follow first sale timeline
Work with business development to ensure seamless processing of all new accounts
Act as liaison between home office and field employees providing consistent and clear communication
Provide reports and process time sensitive requests from various sources
Review reports for any discrepancies or areas for improvement

Competencies/Qualifications:

Ability to manage several tasks/projects simultaneously and be flexible with sudden changes in tasks and priorities
Attention to detail

Excellent written and verbal communication
Excellent customer service with a positive, can-do attitude
Professional Demeanor
Ability to maintain and improve relationships
Advanced computer skills Word, Excel and Outlook



Familiarity with CRM

Able to analyze and problem solve efficiently and effectively
Extremely responsible, ability to be handed a project and see it through to completion while providing updates to stakeholders as needed

Education and/or Experience:

3-5 years of Administrative experience
Advanced computer skills with the ability to learn new programs quickly

Keywords: Precoa, Portland , Partnership Development Coordinator, Other , Portland, Oregon