Customer Service Representative New Business (Bilingual)

American Fidelity Assurance Company; Oklahoma City (OK); On-site; USD 42,000 - 62,000; Full time

Job summary

American Fidelity Assurance Company is seeking a detail-oriented professional to deliver moderate to complex customer service, supporting medical reimbursements and new business data processing. The role requires strong communication, data accuracy, and adherence to regulatory rules.

You will work independently with minimal guidance, potentially using bilingual skills up to 50 percent of the time. A high school diploma or GED and 3–5 years of experience are required.

Qualifications

• High school diploma or GED required.
• 3–5 years of experience in a related role.
• Knowledge of AML/ATF Bermuda regulations as defined in procedures.

Responsibilities

• Provide moderate to complex service to internal and external customers with accurate and timely handling of inquiries.
• Process medical reimbursements and audit data to meet requirements.
• Maintain secure handling of customer data and adapt to changes with a positive attitude.

Skills

Customer service

Keyboard skills

Math skills

Analytical skills

Communication skills

Business writing

Interpersonal skills

Coordination

Professional demeanor

Bilingual ability

IRS S125 knowledge

Retirement accounts

Windows software

Education

High school diploma or GED

3 to 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 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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