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Oklahoma City, Oklahoma, United States · Remote OK
Mid level
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Full-time
high school, associate degree
Posted 21d ago
~40 hrs/week
Responsibilities
Provides complex policy maintenance and conservation services to internal and external customers, including policy owners and agents. Handles complex inquiries, reprojections, and regulatory compliance regarding AML, ATF, and KYC procedures.
Requirements
Requires a high school diploma or GED, with 3 to 5 years of customer service experience or an associate degree. Must be bilingual in English and Spanish with strong knowledge of Universal Life products.
Full job description
Provides complex policy maintenance, customer phone and email responses, and policy conservation to internal and external Customers, including policy owners and agents. Excellent verbal and written communication skills utilized in English and/or Spanish at least 50 percent of the time.Resolves the most complex Customer inquiries and completes the most complex Customer service processes/requests independently, with specific attention to detail, accuracy and timely handling in accordance with the established Bermuda KYC, AML & ATF regulations and procedures. Consults with Compliance about suspected AML/ATF issues; and with SIU regarding suspected fraud.
Liasions with Agents & policy owners to create complex reprojections based on specific policy coverage changes, and loan or partial surrender requests.Processes the most ocmplex policy processes, such as conversions from Term to UL/IUL products, premium allocation and fund transfers on IUL products, and ownership changes according to established procedures. Handles payment due diligence in accordance with PCI and AML/ATF procedures, which includes credit cards, checks, & wires.Partners with Underwriting Department to review payors.
Takes appropriate action to handle escalated Customer situations to ensure the Customer and/or Agent is served in a manner which meets or exceeds their expectations. 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.
Technical Skills & Requirements
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 Universal Life 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
Require proven bilingual skills; Spanish & English (verbal and/or written communications)
Education & Certifications
High School Degree or General Education Degree (GED)
3 years up to 5 years
3 years customer service experience required. Associate Degree acceptable in lieu of experience
American Fidelity is more than an insurance company. We offer benefits strategies to help empower employers to make benefits decisions that help both their organizations and their employees. We serve employers in the education, public sector, automotive and healthcare markets so we can provide specialized benefits recommendations. Many of our competitors offer one-size-fits-all benefits packages and services, but we believe you and your employees deserve a different opinion.
Our products and services include:
- Supplemental insurance
- Reimbursement accounts and administration
- Stop loss insurance for self-funded plans
- Section 125 Plan administration
- Online benefits enrollment software
- Patient Protection and Affordable Care Act (ACA) consulting
Explore our career opportunities at americanfidelity.com/careers.
Offices: 9000 Cameron Parkway, Oklahoma City, OK 73114, US
How many Finance & Accounting jobs are open in Oklahoma City, OK right now?
There are currently 671 open finance & accounting positions in Oklahoma City, OK listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Oklahoma City, OK?
Companies currently hiring include 1st Century Bank, Oklahoma State Department of Health, Love's Travel Stops, BOK Financial, Center for English as a Second Language at the University of Oklahoma, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Oklahoma City, OK?
Yes — 121 of the 671 open finance & accounting positions offer remote or hybrid work (50 remote, 71 hybrid).
How do I apply for Finance & Accounting jobs in Oklahoma City, OK?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.