Customer Service Representative Moderate

American Fidelity Corporation; United States; Remote; USD 42,000 - 54,000; Full time

Job summary

American Fidelity Corporation is seeking a customer service professional to handle moderately complex inquiries for diverse stakeholders and to document actions precisely in the system. The role emphasizes accurate, timely service and data security in a regulated environment.

The position invites collaboration with Account Managers, Brokers, and team members, with opportunities to contribute to LEAN initiatives while maintaining high standards of customer care.

Responsibilities

• Provides moderate to complex service to internal and external Customers, including employer groups, Account Managers, Brokers, and individual policyholders, using strong verbal and written communication.
• Handles moderate to complex work independently, applying existing processes to meet turnaround times and protect data security with accuracy and timeliness.
• Documents inquiries and actions clearly in the system, mentors teammates, participates in LEAN and project teams when requested.

Job description

• Provides moderate to complex service to internal and external Customers, which may include employer groups, Account Managers, Brokers, employee/participant Customers, and/or individual policyholders, utilizing superb verbal and written communication skills; resolves moderate to complex Customer inquiries and completes moderate to complex Customer service requests with specific attention to detail, accuracy and timely handling in accordance with the business units operating practices, administrative procedures, and applicable regulatory and insurance laws.
• Handles moderate to complex work assignments, working independently with minimal guidance, and determines accurate application of existing processes and procedures. 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 while meeting or exceeding the Customers needs in a timely and effective manner. This position may require the effective use of bilingual skills (verbal and/or written) at least 50 percent of the time.
• Accurately & concisely documents Customer inquiries, including escalated Customer inquiries, and actions taken within the appropriate system. Acts as a resource for less experienced Colleagues by providing guidance to team members, fellow company Colleagues, which may include Account Managers, consultants and Brokers, in specific areas of expertise; willingly steps in to provide leadership and accurate information while exhibiting a positive attitude centered around mutual Colleague and Customer respect. Attends training and serves a team member on LEAN teams and special project teams when requested.