Customer Service Representative – Moderate

🕒 May 1

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Logo of American Fidelity

American Fidelity

1001 - 5000 employees

Founded 1960

⚕️ Healthcare Insurance

🤝 B2B

👥 HR Tech

Healthcare Insurance • B2B • HR Tech

American Fidelity is a provider of employer-focused benefits and supplemental insurance solutions that helps organizations design, administer, and communicate their employee benefits programs. The company combines voluntary insurance products, administrative services, benefits education, and a digital enrollment platform (AFenroll® and a mobile app) with year-round account support and professional enrollment services to improve employee engagement and simplify HR benefits administration. American Fidelity serves a range of industries—especially education and public sector employers—by offering tailored, industry-specific benefits packages and compliance support.

📋 Description

• Provides moderate to complex service to internal and external Customers • Resolves moderate to complex Customer inquiries and completes Customer service requests • Handles moderate to complex work assignments with minimal guidance • Utilizes experience and expertise in processing areas to meet turnaround times • Ensures secure handling of Customer data and meets Customer needs • Accurately documents Customer inquiries and actions taken • Acts as a resource for less experienced Colleagues and provides guidance • Attends training and serves as a team member on LEAN teams and special project teams

🎯 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)

🏖️ Benefits

• 401(k) plans • Additional perks tailored for your well-being

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