American Fidelity

    Customer Service - M Representative

    American Fidelity
    Posted 11/26/2025Entry Level
    Full-time
    Customer Service & Support
    Customer Service Skills
    Keyboard Skills
    Math Skills
    Analytical Skills
    Communication Skills

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    Job Description

    ‎ This position specializes in delivering excellence through every customer interaction. Customer service representatives provide customers with accurate information concerning their account, resolve and document Customer inquiries, work on various Customer related duties while meeting specific deadlines, and demonstrate our brand in all types of interactions. Anyone in this position has direct contact with our customers through phone calls and emails. *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. 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 proven bilingual skills (verbal and/or written communications) Corporate Careers | Sales Careers | Internships | APL American Fidelity is a certified Great Place to Work for All! No matter where you work in the organization, you have a chance to make a difference. Our culture focuses on helping Colleagues to be their best! We work hard to make a difference to our Customers and community, focus on teamwork and collaboration and always offer a different perspective - a different opinion. We want to meet you! Share your information directly with our American Fidelity recruiting team and join our talent pipeline! American Fidelity specializes in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial security products and services. We’re focused on offering a different opinion to our Customers – making things easier for them by providing benefits administration and education. For our policyholders, we help provide financial security through our benefit offerings, which provide coverage for some of life’s worst events – cancer, accidents, critical illnesses, death and more – and for some of life’s best – childbirth, retirement and more. Learn more about us!

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