CSR Routine - Account Admin

Company Name: American Fidelity
Location: USA

Description

CSR Routine - Account Admin AFA / Worksite Description

Provide routine service duties to internal and external Customers, which may include employer groups, consultants, Account Managers, Brokers, employee/participant Customers, medical providers, and/or individual policyholders, utilizing professional verbal and written communications, resolving routine Customer inquiries and completing routine service requests with attention to detail, accuracy and timely handling and in accordance with applicable rules, regulations and laws.

Perform structured work assignments and utilizes existing processes and procedures to solve routine or standard service inquiries. Processes assigned work tasks with attention to detail and maintains Customer data integrity while meeting or exceeding Customer 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 document Customer inquiries and actions taken within the appropriate system. Consistently meets established turnaround and production requirements. Attends training and serves as a liaison between Home Office and field or external Customer.

Requirements

• Customer service skills
• Efficient and accurate keyboard skills
• Basic math
• Basic analytical skills
• Excellent communication skills
• Strong interpersonal skills
• Ability to work well in a team environment
• Strong coordination and collaboration skills
• Open to change
• Ability to multi-task
• Ability to work in a high volume, quick paced production environment
• Prompt and accurate
• Ability to achieve stated goals
• Strong work ethic, timely completion of assigned work
• Proper professional attire and demeanor
• Business writing experience preferred
• Proficient with PC Windows-based software including Microsoft Office preferred
• May require knowledge of IRS Code S125 rules and regulations, qualified retirement accounts preferred
• May require proven bilingual skills (verbal and/or written communications)

• Seniority level

  Associate

• Employment type

  Full-time

• Job function

  Customer ServiceInformation Technology

• Industries

  InsuranceFinancial Services