Trilingual Customer Service Representative - Moderate

American Fidelity

Florida, United StatesOn-siteFull time
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Location
Florida, United States
Work style
On-site
Job type
Full time
Posted
Oct 16
3 days ago
Career path

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About the company

American Fidelity

Insurance · 1,001 to 5,000 employees

American Fidelity on LinkedIn

What you'll do

  • Resolve complex customer inquiries and service requests, process assignments accurately and securely, and document inquiries and actions.
  • Guide less experienced colleagues and contribute to training and project teams.

What you need

  • Requires trilingual Portuguese/Spanish/English skills and knowledge of IRS Code S125 rules and regulations and qualified retirement accounts.
  • Also requires customer service, communication, analytical, math, keyboard, and Windows-based software skills.

Key skills

Trilingual skillsCustomer Service SkillsAdvanced keyboard skillsStrong math skillsStrong analytical skillsAdvanced communication skillsStrong business writing skillsAdvanced interpersonal skillsQualified retirement account knowledgeWindows-based software knowledgeLeadership ability

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See full description on company page, apply now

Read the full posting here
‎ Job Description: 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 requires the effective use of trilingual 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. Technical Skills and Requirements Trilingual skills (Portuguese/Spanish/English) required 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 ‎ #AFC

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