Customer Service Representative New Business (Bilingual)

American Fidelity; Oklahoma City (OK); On-site; USD 42,000 - 60,000; Full time

Job summary

American Fidelity Corporation in Oklahoma City seeks a customer service professional to handle moderate to complex inquiries from internal and external customers, including Medical Providers and agents. You will apply strong communication, math, and data accuracy in a fast-paced setting.

The role requires independent work with minimal supervision, secure handling of customer data, and the potential use of bilingual skills at least half the time.

Qualifications

• Excellent customer service and communication skills.
• Strong mathematical aptitude and analytical thinking.
• Advanced writing and business communication abilities.
• Proven ability to work in a high-volume, fast-paced environment.
• Bilingual skills may be required for half of the time.
• Ability to adapt to change and multi-task effectively.

Responsibilities

• Provides moderate to complex service to internal and external customers, handling inquiries with accuracy and attention to detail.
• Works independently with minimal guidance while ensuring secure handling of customer data and regulatory compliance.
• Supports New Business goals by processing medical reimbursements and auditing data, resolving discrepancies, and ensuring documents meet AML/ATF Bermuda regulations.

Skills

Excellent customer service

Advanced keyboard skills

Strong math skills

Strong analytical skills

Advanced communication skills

Strong business writing skills

Advanced interpersonal skills

Advanced coordination and collab

Professional attire and demeanor

IRS Code S125 knowledge

Qualified retirement account knowledge

Windows-based software

High-volume production experience

Prompt and accurate

Ability to multi-task

Accounting knowledge (debits/credits)

Bilingual skills

Education

High school diploma or GED

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.
  

• 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 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
• Requires proven bilingual skills (verbal and/or written communications)
  

Education & Certifications

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

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