Insurance & Retirement Services Specialist

americanfidelity; Flowood (MS); On-site; USD 40,000 - 60,000; Full time

Job summary

American Fidelity in Flowood, MS is seeking a customer service professional to provide moderate to complex service to internal and external customers, including employer groups, Account Managers, Brokers, and policyholders. You will resolve inquiries with accuracy and timely handling, following business procedures and insurance laws.

You will document interactions, act as a resource to colleagues, participate in LEAN and special projects, and contribute to a professional, change-ready team.

Qualifications

• 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.
• Professional attire and demeanor.
• Knowledge of IRS Code S125 rules and regulations.
• Knowledge of qualified retirement accounts.
• Knowledge of Windows-based software.
• Ability to work in a high-volume, fast-paced production environment.
• Prompt and accurate with work products.
• Openness to change.

Responsibilities

• Provide moderate to complex service to internal and external customers.
• Resolve moderate to complex inquiries with accuracy and timely handling.
• Document inquiries and actions in the appropriate system.
• Serve as a resource for teammates and leadership on specialized topics.
• Participate in LEAN teams and special projects as requested.

Skills

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 andcollaboration

Professional attire and demeanor

IRS Code S125 rules knowledge

Retirement account knowledge

Windows-based software knowledge

High-volume production experience

Prompt and accurate work

Change readiness

Tools

CRM systems

Microsoft Office

Job description

American Fidelity in Flowood, MS is seeking a customer service professional to provide moderate to complex service to internal and external customers, including employer groups, Account Managers, Brokers, and policyholders. You will resolve inquiries with accuracy and timely handling, following business procedures and insurance laws.

You will document interactions, act as a resource to colleagues, participate in LEAN and special projects, and contribute to a professional, change-ready team.