Archived listing. The details below describe a past opening.
Pay: $23.00/hour during initial training period. After training, $17.13/hour plus monthly performance incentive. Target annual compensation for a strong performer is approximately $65,630. About Bonney Watson Bonney Watson has served families in the Puget Sound region for generations. We are a funeral home and cemetery company, but more than that, we are a team of people who help families through some of the most important and emotional decisions they will ever face. We are looking for someone who understands that the first phone call matters. When a family calls us, they may be grieving, overwhelmed, planning ahead, comparing options, or simply trying to figure out what to do next. The person in this role will often be the first voice they hear. That means tone, confidence, care, and follow-through matter. This is not a basic receptionist position. This is a family-facing, performance-based intake and appointment-setting role. About the Role The Lead Intake Specialist is responsible for handling inbound family inquiries, identifying the caller’s needs, providing calm and helpful guidance, and helping the family get to the right next step. That next step may be an appointment with an FSD, a Funeral Director, an arrangement conference, a cemetery/property appointment, or another appropriate handoff. The right person for this role will be warm, steady, organized, confident on the phone, and comfortable asking for the appointment when it is the right next step for the family. Funeral industry experience is helpful, but not required. We can teach the industry. We are looking for the right person. What You Will Do Answer inbound family calls with professionalism, care, and confidence. Listen carefully to understand what the family needs. Identify whether the call is at-need, imminent need, pre-need, cemetery, funeral, cremation, memorialization, or general planning. Ask thoughtful questions without making the family feel rushed or overwhelmed. Provide general guidance and approved price-range information when appropriate. Help families understand why meeting with the right Bonney Watson professional is the best next step. Schedule appointments with an FSD, Funeral Director, or appropriate team member. Complete warm handoffs when needed. Accurately document calls, appointments, follow-up needs, and call outcomes. Follow Bonney Watson call standards and participate in call coaching, roleplay, and ongoing training. Maintain a high level of professionalism, compassion, and accountability. What Success Looks Like Success in this role is measured by both results and quality. The Lead Intake Specialist is expected to help convert qualified inbound opportunities into scheduled appointments or documented next steps while maintaining a strong family experience.
Key performance areas include:
Appointment capture rateCall quality scoreDocumentation accuracyAppointment follow-throughProfessionalism and teamworkAbility to follow the approved call processCoachability and improvement over time This role includes monthly performance incentives tied to appointment capture and call quality.
Compensation
During the initial 60-day training period, the position pays:
$23.00 per hour
After the training period, the compensation structure changes to:
$17.13 per hour plus monthly performance incentive
Target annual compensation for a fully performing Lead Intake Specialist is approximately:
$65,630 annually
The monthly incentive is based on:
75% appointment capture performance25% call quality and performance score The incentive plan is designed to reward someone who can handle calls with care, guide families with confidence, and consistently secure the right next step. Who We Are Looking For
The ideal candidate is someone who is:
Calm under pressureWarm and compassionateConfident on the phoneComfortable leading conversationsOrganized and detail-orientedAble to ask for the appointment without sounding pushyGood at listening and responding appropriatelyProfessional with families and coworkersMotivated by clear goals and performance incentivesOpen to coaching, feedback, and roleplayAble to handle emotional conversations with maturity and care Experience That May Be a Good Fit Funeral home or cemetery experience is preferred, but not required.
Experience in any of the following may also be a strong fit:
Appointment settingInside salesCustomer serviceHealthcare intakeSenior livingHospice or caregiving supportInsurance or financial servicesHigh-volume phone supportHospitalityReal estate or property managementCall center work with a service or sales focus The most important qualifications are emotional intelligence, phone confidence, follow-through, and the ability to guide a family to the right next step.
Requirements
Strong phone communication skillsAbility to remain calm and professional in emotional situationsComfortable using basic computer systems and scheduling toolsStrong attention to detailReliable attendance and punctualityAbility to document calls and appointment information accuratelyWillingness to be coached and participate in call reviewAbility to work as part of a teamProfessional appearance and communication style Why This Role Matters Families do not always know what they need when they call. They may be grieving, confused, overwhelmed, or comparing options. Your job is to help them feel heard, supported, and guided. The right person in this role can make a real difference for families and help Bonney Watson serve more people in the right way. If you are someone who can combine compassion, confidence, and follow-through, we would like to meet you.
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance