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American Fidelity · 9 hours ago

Business Conservation Representative

Oklahoma City, Oklahoma

Full-time

Onsite

New Grad, Entry Level

American Fidelity is seeking a Business Conservation Representative to assist customers with conserving and moving their conservable policies. The role involves collaborating with various departments to ensure customer satisfaction and using sales techniques to offer new coverages to customers.

Financial ServicesHealth InsuranceInsuranceLife Insurance

Comp. & Benefits

Responsibilities

Responsible for assisting customers with conserving and moving their conservable policies that are payroll deducted to direct bill when leaving their employer or when the employer leaves American Fidelity

Assisting lapsed direct bill customers with reactivating their policies within the given continuation period

Using sales techniques to offer new coverages when appropriate to our customers

Holds knowledge of American Fidelity products and services across multiple states and industries

Ability to understand and easily explain benefits available and how they may best fit customer needs

Qualification

Customer serviceSales techniquesInsurance productsPolicy managementCollaboration skills

Required

Knowledge of complex pay cycle options available to customers is imperative to ensure customer satisfaction with the continuation experience

Collaborate with other departments and understand the functions of multiple systems in order to update customer information regarding policy status to ensure smooth conservation

Assisting lapsed direct bill customers with reactivating their policies within the given continuation period

Using sales techniques to offer new coverages when appropriate to our customers

Holds knowledge of American Fidelity products and services across multiple states and industries

Ability to understand and easily explain benefits available and how they may best fit customer needs