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American Fidelity · 8 hours ago

Business Conservation Representative

Oklahoma City, OK

Full-time

Onsite

New Grad, Entry Level

American Fidelity is a company focused on providing insurance and financial services. They are seeking a Business Conservation Representative to assist customers with conserving and transitioning their policies, ensuring a smooth continuation experience.

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

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