American Fidelity ยท 4 days ago
Customer Service Representative Moderate
Bermuda, VA
Full-time
Onsite
Mid LevelAmerican Fidelity is seeking a Customer Service Representative to provide moderate to complex service to internal and external customers. The role involves resolving customer inquiries, handling service requests, and ensuring accurate documentation while working independently with minimal guidance.
Financial ServicesHealth InsuranceInsuranceLife Insurance
Responsibilities
Provides moderate to complex service to internal and external Customers, which may include employer groups, Account Managers, Brokers, employee/participant Customers, and/or individual policyholders, utilizing superb verbal and written communication skills; resolves moderate to complex Customer inquiries and completes moderate to complex Customer service requests with specific attention to detail, accuracy and timely handling in accordance with the business units operating practices, administrative procedures, and applicable regulatory and insurance laws
Handles moderate to complex work assignments, working independently with minimal guidance, and determines accurate application of existing processes and procedures. Utilizes experience and expertise in specific processing areas in order to handle assigned work tasks within established turnaround times, ensures Customer data is handled securely while meeting or exceeding the Customers needs in a timely and effective manner. This position may require the effective use of bilingual skills (verbal and/or written) at least 50 percent of the time
Accurately & concisely documents Customer inquiries, including escalated Customer inquiries, and actions taken within the appropriate system. Acts as a resource for less experienced Colleagues by providing guidance to team members, fellow company Colleagues, which may include Account Managers, consultants and Brokers, in specific areas of expertise; willingly steps in to provide leadership and accurate information while exhibiting a positive attitude centered around mutual Colleague and Customer respect. Attends training and serves a team member on LEAN teams and special project teams when requested
Qualification
Required
Provides moderate to complex service to internal and external Customers, which may include employer groups, Account Managers, Brokers, employee/participant Customers, and/or individual policyholders, utilizing superb verbal and written communication skills
Resolves moderate to complex Customer inquiries and completes moderate to complex Customer service requests with specific attention to detail, accuracy and timely handling in accordance with the business units operating practices, administrative procedures, and applicable regulatory and insurance laws
Handles moderate to complex work assignments, working independently with minimal guidance, and determines accurate application of existing processes and procedures
Utilizes experience and expertise in specific processing areas in order to handle assigned work tasks within established turnaround times
Ensures Customer data is handled securely while meeting or exceeding the Customers needs in a timely and effective manner
Accurately & concisely documents Customer inquiries, including escalated Customer inquiries, and actions taken within the appropriate system
Acts as a resource for less experienced Colleagues by providing guidance to team members, fellow company Colleagues, which may include Account Managers, consultants and Brokers, in specific areas of expertise
Willingly steps in to provide leadership and accurate information while exhibiting a positive attitude centered around mutual Colleague and Customer respect
Attends training and serves a team member on LEAN teams and special project teams when requested
Preferred
Effective use of bilingual skills (verbal and/or written) at least 50 percent of the time
Company
American Fidelity
American Fidelity is a life and health insurance company.
Founded in 1960
1001-5000 employees
H1B Sponsorship
American Fidelity has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (4)
2023 (6)
2022 (7)
2021 (1)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Elizabet Narciandi
Executive Director
Recent News
2025-12-10
2025-11-19
2025-10-23
Company data provided by crunchbase