AFIBL Life Cust Service Representative NB

AFA American Fidelity Assurance Company; Oklahoma; On-site; USD 40,000 - 55,000; Full time

Job summary

American Fidelity is a certified Great Place to Work for All. This role provides service to internal and external customers, resolving complex inquiries with accuracy and timely handling, while safeguarding customer data.

The position supports New Business goals by processing Medical Reimbursements and auditing data, and may require bilingual communication at times. Strong skills in communication, math, and analytical thinking are essential, along with experience in Windows-based software.

Qualifications

• Excellent customer service skills and written communication.
• Advanced keyboard and math skills for accurate processing.
• Strong analytical abilities and business writing capability.
• Good interpersonal and coordination skills in a high-volume setting.
• Proven bilingual communications may be required.

Responsibilities

• Provides moderate to complex service to internal and external customers.
• Resolves inquiries with attention to detail and timely handling.
• Works independently with minimal guidance and protects data securely.
• Supports New Business goals by processing Medical Reimbursements and auditing data.
• Researches and resolves discrepancies on incoming new business documents.

Skills

Customer Service

Advanced communication

Keyboard skills

Strong math skills

Analytical skills

Business writing

Interpersonal skills

Coordination & collaboration

Bilingual skills

IRS Code S125 knowledge

Retirement account knowledge

Windows-based software

Education

High school diploma or GED

3 to 5 years of experience

Tools

Windows-based software

Job description

Key Responsibilities

Provides moderate to complex service to internal and external customers, which may include Medical Providers, Agents, accounting employees, utilizing superb verbal and written communication skills, resolves moderate to complex inquiries and completes them with specific attention to detail, accuracy, and timely handling in accordance with business units operating practices, administrative procedures, and applicable regulatory rules. Works independently with minimal guidance, ensures customer data is managed securely while meeting or exceeding customer needs. This position may require the effective us of bilingual skills (verbal and/or written) at least 50 percent of the time. Supports New Business goals and priorities by processing Medical Reimbursements gathering and/or audits data to ensure all requirements are meet. Research and resolves discrepancies on all incoming new business documents. Ensures requirements received adhere to AML/ATF Bermuda regulations as defined in procedures.

Technical Skills & Requirements

Excellent Customer Service Skills Advanced keyboard skills Strong math skills Strong analytical skills Advanced communication skills Strong business writing skills Advanced interpersonal skills Advanced coordination and collaboration skills Exceptional professional attire and demeanor Strong knowledge of IRS Code S125 rules and regulations Qualified retirement account knowledge Strong Windows-based software knowledge Advanced ability to work in a high volume, quick paced production environment Known and demonstrated ability to be prompt and accurate with work product Strong ability to change and demonstrated openness to change Leadership ability to include demonstrated ability to multi-task and achieve stated goals May require knowledge of accounting transactions such as debits, credits, and balance sheets Requires proven bilingual skills (verbal and/or written communications)

Education & Certifications

• High school diploma or general education degree (GED)


• 3 to 5 years of experience

About American Fidelity

American Fidelity is a certified Great Place to Work for All! No matter where you work in the organization, you have a chance to make a difference. Our culture focuses on helping Colleagues to be their best! We work hard to make a difference to our Customers and community, focus on teamwork and collaboration and always offer a different perspective - a different opinion. We want to meet you! American Fidelity specializes in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial security products and services. We’re focused on offering a different opinion to our Customers – making things easier for them by providing benefits administration and education. For our policyholders, we help provide financial security through our benefit offerings, which provide coverage for some of life’s worst events – cancer, accidents, critical illnesses, death and more – and for some of life’s best – childbirth, retirement and more. Learn more about us!