American Fidelity · 4 hours ago
Customer Service - C Representative
Oklahoma City, OK
Full-time
Onsite
Mid, Senior Level
3+ years expAmerican Fidelity is a company focused on providing complex customer service to both internal and external clients. The role involves resolving complex inquiries and requests, mentoring colleagues, and ensuring customer satisfaction through effective communication and problem-solving skills.
Financial ServicesHealth InsuranceInsuranceLife Insurance
Responsibilities
Provides complex service to internal and external Customers, which may include employer groups, Account Managers, Brokers, employee/participant Customers, and/or individual policyholders, utilizing excellent verbal and written communication skills
Resolves the most complex Customer inquiries and completes the most complex Customer service requests independently, with specific attention to detail, accuracy and timely handling in accordance with the business units operating practices and administrative procedures
Interprets and accurately applies regulatory and insurance laws as necessary based on complex Customer inquiries and/or service requests
Handles the most complex work assignments, works independently and serves as a mentor/guide to other Customer service Colleagues
Determines the correct process or procedure to utilize within existing procedures, ensures Customer data is handled accurately and securely, works autonomously and with other Colleagues to establish new processes and procedures needed to ensure Customer requests and Customer data are handled timely, accurately and in a manner which exceeds Customer expectations
Takes appropriate action to handle escalated Customer situations for routine, moderate, and complex issues to ensure the Customer is served in a manner which meets or exceeds their expectations
Typically acts as a lead, may coordinate the work of other team or department Colleagues in an effort to support the Team Lead or Department Manager
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
Looks beyond the immediate problem to wider implications and generates new, innovative solutions to resolve complex problems or Customer issues
Attends training, including leadership training, often serves as the go to Colleague for LEAN and special project teams
Qualification
Required
Must currently reside within 150 miles of OKC
Associate Degree acceptable in lieu of experience
3 years customer service; must have 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 Qualified retirement accounts
Strong knowledge of Universal Life, Dynamic Life, Security General Life, Single Deposit Life Annuity, Ordinary Life, and Variable and Fixed Annuity 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
Preferred
May require excellent knowledge of IRS Code S125 rules and regulations
May require COBRA / EBA knowledge and/or certification
May require proven bilingual skills (verbal and/or written communications)
May require FINRA Series 6 and Series 63, along with Oklahoma Life and Health Insurance License
Company
American Fidelity
American Fidelity is a life and health insurance company.
1001-5000 employees
H1B Sponsorship
American Fidelity has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (4)
2023 (6)
2022 (7)
2021 (1)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Elizabet Narciandi
Executive Director
Recent News
2026-01-20
2025-12-10
2025-11-19
Company data provided by crunchbase