AFIBL Life DCS Customer Service Representative

American Fidelity Assurance Company; United States; On-site; USD 40,000 - 60,000; Full time

Job summary

American Fidelity Assurance Company seeks an experienced customer service specialist to handle moderate to complex inquiries across life insurance products and annuities. You will document interactions, research issues, and maintain data accuracy in a fast-paced, regulated environment.

Requirements include 3–5 years in customer service, strong math and written communication skills, and ability to work independently while collaborating with teams. Bilingual skills are a plus.

Qualifications

• High school diploma or GED required; 3–5 years of experience preferred.
• Strong customer service and communication skills with attention to detail.
• Ability to handle high-volume, fast-paced production environment.

Responsibilities

• Review, process and respond to inquiries across life insurance products and annuities.
• Document inquiries and actions accurately in administration systems; assist teammates and lead when needed.

Skills

Customer service

Communication

Typing/Keyboard

Mathematics

Analytical thinking

Business writing

Interpersonal skills

Collaboration

Professional demeanor

Windows software

Independence

Adaptability to change

Leadership & multitasking

Accounting basics

Bilingual abilities

Education

High school diploma or GED

3–5 years of experience

Job description

• Review, process and respond in a timely manner to moderate to complex inquiries, covering a large variety of life insurance products and annuities, from internal and external Customers, including individual policy holders, Department of Human Services, etc., utilizing multi-channel communications, superb verbal and written communication skills, good judgment and analytical skills for research and resolution, specific attention to detail, accuracy, and timely handling in accordance with the business units operating practices, administrative procedures, applicable regulatory and insurance laws, and demonstrates a proactive approach for problem solving and resolution.
• Handles moderate to complex work assignments, working independently with minimal guidance and effectively under pressure in a fast paced environment, determines accurate application of existing processes and procedures, and able to multi-task and switch back and forth from work flow task assignments to phone calls. Utilizes experience and expertise in specific processing areas in order to handle assigned work tasks within established turnaround times, ensures Customer data is handled securely and confidential while meeting or exceeding the Customers' needs in a timely and effective manner.
• Accurately and concisely documents Customer inquiries, including escalated Customer inquiries, and actions taken within the appropriate administration systems. Acts as a resource for less experienced Colleagues by providing guidance to team members and/or other fellow company Colleagues in specific areas of expertise; willingly steps in to provide leadership and accurate information while exhibiting a positive, professional attitude centered around mutual Colleague and Customer respect. Attends training and serves as a team member on LEAN teams and special project teams when requested.

Requirements & Technical Skills

• Excellent Customer Service and listening skills
• Good communication and telephone skills
• Advanced keyboard skills
• Strong math skills
• Strong judgment, analytical, and problem solving skills
• Advanced communication skills
• Strong business writing skills
• Advanced interpersonal skills
• Advanced coordination and collaboration skills
• Exceptional professional attire and demeanor
• Strong Windows-based software knowledge
• Advanced ability to work in a high volume, quick paced production environment with ability to self motivate and work independently
• Known and demonstrated ability to be prompt and accurate with work product
• Strong ability to adapt to change and demonstrated openness to change
• Leadership ability to include demonstrated ability to prioritize work and multi-task between written/physical inquiries and phone calls 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 education or General education degree (GED)
• 3 years up to five years

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