AFIBL Life Cust Service Representative NB

American Fidelity; Oklahoma City (OK); On-site; USD 21,000 - 30,000; Full time

Job summary

American Fidelity Corporation seeks a customer-focused professional to handle moderate to complex inquiries for internal and external customers. The role emphasizes secure data handling, excellent communication, and accurate processing of medical reimbursements and new business documents.

The ideal candidate will have a GED or high school diploma, 3–5 years of relevant experience, and the ability to work independently in a fast-paced production environment while adapting to change.

Qualifications

• Moderate to complex inquiries resolved with accuracy.
• Independent work with minimal guidance.
• Ability to manage customer data securely.
• May require bilingual communication up to 50% time.
• AML/ATF Bermuda regulations familiarity.

Responsibilities

• Provide moderate to complex service to internal and external customers.
• Process medical reimbursements and audit data for New Business.
• Research discrepancies and ensure documents meet AML requirements.

Skills

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_collabo

Exceptional professional attire and_d

IRS Code S125 knowledge

Qualified retirement account knowledge

Windows-based software knowledge

High-volume production environment

Prompt and accurate work

Open to change

Leadership and multitasking

Accounting transactions knowledge

Bilingual skills (verbal/written)

Education

GED / High School Diploma

3–5 years experience

Job description

• 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 softward 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
• May require proven bilingual skills (verbal and/or written communications)

Education & Certifications

• High school diploma or general education degree (GED)
• 3 years up to 5 years

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