Customer Service Representative New Business (Bilingual)

American Fidelity • Oklahoma City, OK

6d

About The Position

Provides moderate to complex service to internal and external customers, which may include medical providers, agents, and accounting employees. Resolves inquiries with attention to detail, accuracy, and timely handling in accordance with business operating practices, administrative procedures, and applicable regulatory rules. Works independently with minimal guidance and manages customer data securely while meeting or exceeding customer needs. The role may require using bilingual skills, verbally and/or in writing, at least 50 percent of the time.

Supports New Business goals and priorities by processing medical reimbursements and gathering and/or auditing data to ensure requirements are met. Researches and resolves discrepancies in incoming new business documents and ensures received requirements adhere to AML/ATF Bermuda regulations as defined in procedures.

Requirements

• High school diploma or general education degree (GED).
• 3 to 5 years of experience.
• Excellent customer service skills.
• Advanced keyboard skills.
• Strong math and analytical skills.
• Advanced communication skills and strong business writing skills.
• Advanced interpersonal, coordination, and collaboration skills.
• Exceptional professional attire and demeanor.
• Strong knowledge of IRS Code Section 125 rules and regulations.
• Knowledge of qualified retirement accounts.
• Strong knowledge of Windows-based software.
• Ability to work in a high-volume, fast-paced production environment.
• Demonstrated promptness and accuracy in work product.
• Ability to adapt to change and demonstrated openness to change.
• Leadership ability, including the ability to multitask and achieve stated goals.
• May require knowledge of accounting transactions such as debits, credits, and balance sheets.
• Proven bilingual verbal and/or written communication skills.

Responsibilities

• Provide moderate to complex service to internal and external customers, including medical providers, agents, and accounting employees.
• Resolve customer inquiries accurately and promptly in accordance with operating practices, administrative procedures, and applicable regulatory rules.
• Manage customer data securely while meeting or exceeding customer needs.
• Use bilingual verbal and/or written skills when required, potentially at least 50 percent of the time.
• Process medical reimbursements in support of New Business goals and priorities.
• Gather and/or audit data to ensure requirements are met.
• Research and resolve discrepancies in incoming new business documents.
• Ensure received requirements 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