Bilingual Life Customer Service NB Representative

Job Summary

Provides moderate to complex service to internal and external customers, including Medical Providers, Agents, and accounting employees, using superb verbal and written communication skills. Resolves inquiries with specific attention to detail, accuracy, and timely handling in accordance with business unit practices and regulatory rules.

Responsibilities

• Works independently with minimal guidance, ensuring secure management of customer data while meeting customer needs.
• Supports New Business goals by processing Medical Reimbursements, gathering and auditing data to ensure compliance with requirements.
• Researches and resolves discrepancies on incoming new business documents, ensuring they adhere to AML/ATF Bermuda regulations.
• Uses advanced Windows-based software and demonstrates strong knowledge of IRS Code S125 rules and regulations.
• Manages and communicates effectively in both Spanish and English (verbal and/or written).
• Ensures prompt and accurate work product, demonstrating strong organizational and multitasking abilities.
• Adapts to change and multi-tasks to achieve stated goals.

Requirements

• Excellent Customer Service Skills
• Advanced Keyboard Skills
• Strong Math Skills
• Strong Analytical Skills
• Advanced Communication Skills
• Strong Business Writing Skills
• Advanced Interpersonal Skills
• Advanced Coordination and Collaboration Skills
• Exceptional Professional Attire and Demeanor
• Strong Knowledge of IRS Code S125 Rules and Regulations
• Qualified Retirement Account Knowledge
• Advanced Ability to Work in a High Volume, Quick Paced Production Environment

Qualifications

• High School Diploma or General Education Degree (GED)
• 3 to 5 Years of Relevant Experience