American Fidelity

Employer benefits strategies and administration services

Bilingual Customer Service Representative New Business

Customer SupportConfirmed live in the last 24 hours

Full-timeOklahoma City, OK, USANo salary listedIn-person

About the Job

Requirements

The position requires 3 to 5 years of experience.
A high school diploma or general education degree (GED) is required.
The role requires proven bilingual verbal and/or written communication skills and may require using those skills at least 50 percent of the time.
The role requires excellent customer service skills, advanced keyboard skills, strong math and analytical skills, advanced communication and interpersonal skills, strong business writing skills, and advanced coordination and collaboration skills.
The role requires strong knowledge of IRS Code Section 125 rules and regulations, qualified retirement account knowledge, and strong knowledge of Windows-based software.
The role requires the ability to work in a high-volume, fast-paced production environment and may require knowledge of accounting transactions such as debits, credits, and balance sheets.
The role requires prompt and accurate work, professional attire and demeanor, and the ability to multitask and achieve stated goals.

Responsibilities

Provide moderate to complex service to internal and external customers, including medical providers, agents, and accounting employees, resolving inquiries accurately and promptly in accordance with business-unit practices, administrative procedures, and applicable regulatory rules.
Work independently with minimal guidance and manage customer data securely while meeting or exceeding customer needs.
Support New Business goals by processing medical reimbursements and gathering or auditing data to ensure requirements are met.
Research and resolve discrepancies on incoming new-business documents.
Ensure received requirements comply with AML/ATF Bermuda regulations as defined in procedures.

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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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#AFC

About the Company

American Fidelity

Employer benefits strategies and administration services

American Fidelity provides benefits strategies for employers to help them design and manage employee benefits. They serve sectors such as education, public sector, automotive, and healthcare, and offer products including supplemental insurance, reimbursement accounts and administration, stop-loss insurance for self-funded plans, Section 125 plan administration, online benefits enrollment software, and ACA consulting. The company works by tailoring benefits packages to each employer’s needs—administering plans, handling compliance, and offering enrollment tools to make benefits easier for workers. Unlike competitors that push one-size-fits-all packages, American Fidelity emphasizes industry-specific guidance and customized recommendations. The goal is to help employers choose and manage benefits that support both their organizations and their employees while ensuring compliance and cost effectiveness.

Company size: 1,001-5,000
Company stage: Not listed
Total funding: Not listed
Headquarters: Oklahoma City, OK
Founded: 1960

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