Bilingual Life Customer Service NB Representative

American Fidelity • Oklahoma City, OK

1d

About The Position

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 use 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 auditing data to ensure all requirements are met. Researches and resolves discrepancies on all incoming new business documents. Ensures requirements received adhere to AML/ATF Bermuda regulations as defined in procedures.

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
• Proven bilingual skills in Spanish and English (verbal and/or written communications)

Responsibilities

• Provides moderate to complex service to internal and external customers, which may include Medical Providers, Agents, accounting employees.
• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED