AFIBL Life Cust Service Representative NB

American Fidelity Assurance Company; United States; On-site; USD 36,000 - 60,000; Full time

Job summary

American Fidelity Assurance Company seeks a detail-oriented professional to provide moderate to complex service to internal and external customers, including Medical Providers and Agents. The role emphasizes accurate data handling, timely responses, and adherence to procedures.

Bilingual skills may be required for half of communications. Responsibilities include processing medical reimbursements, auditing data, resolving discrepancies, and ensuring compliance with AML/ATF Bermuda regulations as

Qualifications

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

Responsibilities

• Process medical reimbursements and audit data.
• Research and resolve discrepancies on new business documents.
• Ensure requirements adhere to AML/ATF Bermuda regulations.
• Provide moderate to complex service to internal and external customers.
• Communicate effectively in writing and verbally; bilingual skills may be required.

Skills

Excellent customer service

Advanced keyboard skills

Strong math skills

Strong analytical skills

Advanced communication skills

Strong business writing

Advanced interpersonal skills

Coordination & collaboration

Professional attire & demeanor

Bilingual abilities

IRS Code S125 knowledge

Retirement account knowledge

Windows-based software knowledge

High-volume, fast-paced environment

Prompt and accurate work

Education

High school diploma or GED

3–5 years experience

Tools

Windows-based software

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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