Levi Casteele

Integral member of a 6 person team with an average of 1,000 cremation cases annually, ensuring compliance with all local, state, and federal regulations related to cremation and funeral services.

Oversee the preparation, documentation, and processing of cremation permits, including proper identification and legal requirements.

Maintain accurate and detailed records for each case, ensuring confidentiality and compliance with industry standards.

Contributed to the opening of the new Dallas County expansion office in March 2024, providing operational support, staff training, and process development.

• Assisted in the design and implementation of new workflows for the expansion, optimizing efficiency and enhancing customer satisfaction.
• Played a key role in client outreach and marketing efforts in the Dallas County area, helping to increase awareness and drive business growth in the new location.

• Provide product demos via the phone emphasizing service features and benefits, discussing contract terms, quoting prices, and preparing sales orders
• Manage on-going benefit advisor and agent training and development to achieve Department and Company success, achieve sales goals by hiring, organizing and directing quota-carrying inside sales personnel
• Working knowledge of CRM for lead, contact, pipe, forecast management
• Assisted other departments in growing sales team in Cleveland, Dallas, Portland locations
• Develop objectives & measures for each sales rep's goal in meeting their 200 outbound call role in specific positions.
• Complete Annual Reviews and Personal Development Plans
• Audit phone calls throughout the day to improve performance and ensure Quality Assurance levels and compliance standards are met
• Conduct regular sales meetings to communicate/motivate Benefit Advisors and ensure good working discipline leading to sales/ quota achievement
• Achieved sales goals and service targets by cultivating and securing new customer relationships.

• Met with families of deceased to discuss funeral service requests, disposition of remains and cost, coordination with clergy, and provided availability to families as a resource for questions and support
• Managed accounts receivable and debt collection for ARIA's Plano office
• Assistant to Managing funeral director
• Maintained strong community relationships with churches, hospices, hospitals and veteran services
• Prepared death certificates and drafted obituaries for a firm that exceeded 650 cases annually.
• Consult with the families of the deceased regarding final arrangements in a tactful manner
• Process death certificates in a timely and accurate manner
• Established relationships with vendors to provide additional services to meet client needs, including flowers, catering and cemeteries
• Arranged for transfer of remains from place of death to funeral home, oversaw the preparation of remains, coordinated burials and cremations and completed legal documentation

• Spearheaded the day to day duties of all shipping and receiving activities in 15,000sq
• Ft warehouse for an overseas based company specializing in sleepwear sold in retailers such as JCPenney's and Kohl's
• Worked in receiving and handled data entry for inbound inventory, worked in shipping preparing shipments of varying size for international and domestic freight
• Working with brokers for inbound/outbound international freight; also worked with Domestic shippers as well as UPS and Federal Express
• Onboarded, trained and supervised a 10-person full time team of associates that achieved strong record meeting schedule and performance goals
• Safeguarded warehouse operations and mitigated liability by establishing and implementing employee training on safety and security protocols around industrial equipment
• Developed improvement plans to automate allocating processes, resulting in increased efficiency and reduced costs
• Efficiently developed protocols for handling of returned merchandise and determining whether return authorization and action should follow