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American Fidelity

Employer benefits strategies and administration services

Bilingual Customer Service Representative

Customer SupportConfirmed live in the last 24 hours
Full-timeMiami, FL, USANo salary listedIn-person

About the Job

Requirements

  • Bilingual English and Spanish skills are required, with bilingual skills used verbally and/or in writing at least 50 percent of the time.
  • Portuguese skills are preferred.
  • Excellent customer service skills are required.
  • Advanced keyboard skills are required.
  • Strong math skills are required.
  • Strong analytical skills are required.
  • Advanced communication skills are required.
  • Strong business writing skills are required.
  • Advanced interpersonal skills are required.
  • Advanced coordination and collaboration skills are required.
  • Strong knowledge of IRS Code Section 125 rules and regulations is required.
  • Qualified retirement account knowledge is required.
  • Strong knowledge of Windows-based software is required.
  • Ability to work in a high-volume, fast-paced production environment is required.
  • Demonstrated ability to produce prompt and accurate work is required.
  • Demonstrated openness to change is required.
  • Leadership ability, including the ability to multitask and achieve stated goals, is required.

Responsibilities

  • Provide moderate to complex service to internal and external customers, which may include employer groups, account managers, brokers, employee or participant customers, and individual policyholders, using verbal and written communication skills.
  • Resolve moderate to complex customer inquiries and complete service requests accurately and promptly, in accordance with business-unit operating practices, administrative procedures, and applicable regulatory and insurance laws.
  • Handle moderate to complex assignments independently with minimal guidance, applying existing processes and procedures accurately and completing tasks within established turnaround times.
  • Handle customer data securely and meet or exceed customer needs in a timely and effective manner.
  • Document customer inquiries, including escalated inquiries, and actions taken accurately and concisely in the appropriate system.
  • Provide guidance to less experienced colleagues and serve as a resource to team members, account managers, consultants, and brokers in areas of expertise.
  • Provide leadership and accurate information while maintaining respectful interactions with colleagues and customers.
  • Attend training and serve as a team member on LEAN teams and special project teams when requested.

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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