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Open nowPosted 2 days ago

AFIBL Bilingual Customer Service Representative - Complex

American Fidelity71 open roles

Where
Oklahoma City, Oklahoma
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Your applicationOpen nowAFIBL Bilingual Customer Service Representative - ComplexAmerican Fidelity · Oklahoma City, Oklahoma

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on American Fidelity's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. American Fidelity postings stay open a median of 11 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: posted 2 days ago

American Fidelity median: 11 days open

The posting

‎

Job Description:

  • Provides complex policy maintenance, customer phone and email responses, and policy conservation to internal and external Customers, including policy owners and agents. Excellent verbal and written communication skills utilized in English and/or Spanish at least 50 percent of the time. Resolves the most complex Customer inquiries and completes the most complex Customer service processes/requests independently, with specific attention to detail, accuracy and timely handling in accordance with the established Bermuda KYC, AML & ATF regulations and procedures. Consults with Compliance about suspected AML/ATF issues; and with SIU regarding suspected fraud.
  • Liasions with Agents & policy owners to create complex reprojections based on specific policy coverage changes, and loan or partial surrender requests. Processes the most complex policy processes, such as conversions from Term to UL/IUL products, premium allocation and fund transfers on IUL products, and ownership changes according to established procedures. Handles payment due diligence in accordance with PCI and AML/ATF procedures, which includes credit cards, checks, & wires. Partners with Underwriting Department to review payors.
  • Takes appropriate action to handle escalated Customer situations to ensure the Customer and/or Agent is served in a manner which meets or exceeds their expectations. 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.

Technical Skills & Requirements

  • Bilingual skills (Spanish/English) required
  • Excellent Customer Service Skills
  • Excellent math skills
  • Excellent analytical skills
  • Advanced communication skills
  • Excellent writing skills
  • Advanced interpersonal skills
  • Advanced coordination and collaboration skills
  • Exceptional professional attire and demeanor
  • Strong knowledge of Universal Life products
  • Proven ability to work in a high volume, quick paced production environment
  • Known and demonstrated ability to be prompt and accurate with work product
  • Proven ability to change and demonstrated openness to change
  • Strong leadership skills
  • Proven ability to multi-task and achieve stated goals

Education & Certifications

  • High School Degree or General Education Degree (GED)
  • 3 years customer service experience required. Associate Degree acceptable in lieu of experience

‎

#AFC

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  1. A CV for this posting

    Written against American Fidelity's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on American Fidelity's form

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

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  5. Reply with AI

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  6. The interview in your calendar

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    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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