American Fidelity · 10 hours ago
Customer Service - C Representative
American Fidelity is a company that provides complex service to internal and external customers. The role involves resolving complex customer inquiries, mentoring colleagues, and ensuring customer satisfaction through effective communication and adherence to regulatory standards.
Financial ServicesHealth InsuranceInsuranceLife Insurance
Responsibilities
Provide complex service to internal and external Customers, which may include employer groups, Account Managers, Brokers, employee/participant Customers, and/or individual policyholder, utilizing excellent verbal and written communication skills; resolves the most complex Customer inquiries and completes the most complex Customer service requests independently, with specific attention to detail, accuracy and timely handling in accordance with the business units operating practices and administrative procedures
Handle the most complex work assignments, works independently and serves as a mentor / guide to other Customer service Colleagues. Determines the correct process or procedure to utilize within existing procedures, ensures Customer data is handled accurately and securely; works autonomously, and with other Colleagues, to establish new processes and procedures needed to ensure Customer requests and Customer data are handled timely, accurately and in a manner which exceeds Customer expectations. This position may require the effective use of bilingual skills (verbal and/or written) at least 50 percent of the time
Take appropriate action to handle escalated Customer situations for routine, moderate, complex and the most complex issues to ensure the Customer is served in a manner which meets or exceeds their expectations. Typically acts as a lead, may coordinate the work of other team or department Colleagues in an effort to support the Team Lead or Department Manager. Exhibits expertise in a variety of work processes and procedures developed through a combination of job-related training, and considerable on the job experience. Anticipates patterns with regards to Customer service and Colleague processes; looks beyond the immediate problem to wider implications and generates new, innovative solutions, to complex problems or Customer issues. Attends training, including leadership training, often serves as the go to Colleague for LEAN and special project teams
Qualification
Required
Provide complex service to internal and external Customers, which may include employer groups, Account Managers, Brokers, employee/participant Customers, and/or individual policyholder, utilizing excellent verbal and written communication skills; resolves the most complex Customer inquiries and completes the most complex Customer service requests independently, with specific attention to detail, accuracy and timely handling in accordance with the business units operating practices and administrative procedures
Interprets and accurately applies regulatory and insurance laws as necessary based on complex Customer inquiries and/or service requests
Handle the most complex work assignments, works independently and serves as a mentor / guide to other Customer service Colleagues
Determines the correct process or procedure to utilize within existing procedures, ensures Customer data is handled accurately and securely; works autonomously, and with other Colleagues, to establish new processes and procedures needed to ensure Customer requests and Customer data are handled timely, accurately and in a manner which exceeds Customer expectations
This position may require the effective use of bilingual skills (verbal and/or written) at least 50 percent of the time
Take appropriate action to handle escalated Customer situations for routine, moderate, complex and the most complex issues to ensure the Customer is served in a manner which meets or exceeds their expectations
Typically acts as a lead, may coordinate the work of other team or department Colleagues in an effort to support the Team Lead or Department Manager
Exhibits expertise in a variety of work processes and procedures developed through a combination of job-related training, and considerable on the job experience
Anticipates patterns with regards to Customer service and Colleague processes; looks beyond the immediate problem to wider implications and generates new, innovative solutions, to complex problems or Customer issues
Attends training, including leadership training, often serves as the go to Colleague for LEAN and special project teams
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
High school diploma or general education degree (GED)
Company
American Fidelity
American Fidelity is a life and health insurance company.
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 StageRecent News
2026-01-20
2025-12-10
2025-11-19
Company data provided by crunchbase