Bilingual Insurance & Retirement CS Pro

American Fidelity; Flowood (MS); On-site; USD 42,000 - 64,000; Full time

Job summary

American Fidelity in Mississippi seeks a detail-oriented service professional to support internal and external customers, including employer groups, brokers, and policyholders. The role emphasizes accurate, timely handling of inquiries in a regulated insurance environment.

You will document interactions, assist team members, and participate in LEAN and special projects while maintaining professional demeanor and strong communication. Bilingual skills may be required in some cases.

Qualifications

• Excellent customer service with attention to detail and timely responses.
• Advanced keyboard and Windows-based software proficiency.
• Strong math and analytical abilities for data accuracy.
• Superior written and verbal communication; business writing skills.
• Ability to work independently in a fast-paced production environment.
• Willingness to use bilingual skills as needed.
• Familiarity with IRS Code S125 rules and qualified retirement accounts is a plus.

Responsibilities

• Handle moderate to complex customer inquiries and service requests.
• Document interactions accurately in the appropriate system.
• Collaborate with colleagues and leaders to resolve issues.
• Maintain professional appearance and demeanor; meet deadlines.
• Adapt to changing processes and priorities; support LEAN initiatives.

Skills

Customer Service

Keyboard Skills

Math Skills

Analytical Skills

Communication Skills

Business Writing

Interpersonal Skills

Coordination & Collaboration

Professional Attire

IRS Code S125 Knowledge

Retirement Accounts Knowledge

Windows Software Knowledge

High Volume Production

Accuracy & Timeliness

Change Adaptability

Leadership & Multi-tasking

Bilingual Skills

Job description

American Fidelity in Mississippi seeks a detail-oriented service professional to support internal and external customers, including employer groups, brokers, and policyholders. The role emphasizes accurate, timely handling of inquiries in a regulated insurance environment.

You will document interactions, assist team members, and participate in LEAN and special projects while maintaining professional demeanor and strong communication. Bilingual skills may be required in some cases.