American Fidelity

Account Manager

• Sell worksite insurance products and services within a defined sales territory and existing customer base
• Grow and maintain existing business-to-business accounts through one-on-one sales
• Consult with current customers to provide value and meet financial needs
• Build strong relationships with customers and association executives
• Develop customized, needs-based employee benefit packages through annual benefit enrollments and group presentations
• Pursue new account development opportunities
• Meet with educators, support staff, employees, prospects, and policyholders to answer questions and enroll them in supplemental benefits
• Conduct one-on-one benefit enrollment consultations
• Assist customers in selecting insurance benefits and reimbursement accounts
• Participate in ongoing training, conferences, conventions, and leadership workshops

Sales Account Manager

• Sell worksite insurance products and services in a defined sales territory with an existing customer base
• Grow and maintain existing business-to-business accounts through one-on-one sales
• Consult with current customers to provide value and meet financial needs
• Build strong, long-term relationships with customers and association executives
• Develop customized, needs-based employee benefit packages through annual benefit enrollments and group presentations
• Pursue new account development opportunities
• Meet with employees of employer groups to answer questions and enroll them in insurance offerings
• Conduct one-on-one benefit enrollment consultations
• Assist prospects and policyholders in selecting insurance benefits and reimbursement accounts
• Develop production within the Account Manager position and consider leadership roles
• Collaborate with a sales support team

• Sell worksite insurance products and services in a defined sales territory with an existing customer base
• Grow and maintain existing business-to-business accounts through one-on-one sales
• Consult with current customers to provide value and meet financial needs
• Build strong relationships with customers and association executives
• Develop customized, needs-based employee benefit packages through annual benefit enrollments and group presentations
• Pursue new account development opportunities
• Meet with employees of employer groups to answer questions and enroll them in insurance offerings
• Manage and develop an assigned territory
• Participate in ongoing product and software training, conferences, conventions, and leadership workshops

Account Executive

• Focus on growing and maintaining existing business-to-business accounts by directly selling insurance products and services to public school districts.
• Consult with current customers to provide value and meet financial needs.
• Build strong relationships with customers and association executives.
• Develop customized needs-based employee benefits packages through annual benefit enrollments, group presentations, and new account development opportunities.

Sales Representative

Representative

• Possesses expert knowledge of multiple products and services to handle the most complex Customer communications
• Acts independently in a professional, knowledgeable, positive, timely and customer-focused manner
• Works effectively under pressure in a very fast paced environment
• Provides training and development of other team members
• Helps to identify opportunities for improving overall team performance

Admin Representative

Outside Sales Representative

• Focus on growing and maintaining existing business-to-business accounts by directly selling insurance products and services to public school districts.
• Consult with current customers to provide value and meet financial needs.
• Build strong relationships with customers and association executives.
• Develop customized needs-based employee benefits packages through annual benefit enrollments, group presentations, and new account development opportunities.
• Defined Territory – Each Account Representative is assigned a territory to manage and develop new accounts.
• Extended Training Program—Account Representatives participate in a structured, comprehensive training program that includes on-the-job training within their territory, product & sales schools, and online training.

• Selling worksite insurance products and services in a defined sales territory
• Building long-term relationships with businesses
• Developing needs-based recommendations for employees
• Consulting with current customers to provide value and meet financial needs
• Developing customized needs-based employee benefit packages through annual benefit enrollments and group presentations.

Customer Advocate

• Ensures multi-channel and omni-channel Customer communications are addressed and responded to consistently and timely in a manner which satisfies Customers needs and helps to retain business and build customer loyalty
• Acts in a professional, knowledgeable, positive manner and works effectively under pressure when needed in a very fast paced environment while maintaining excellent written and verbal communication skills
• Embraces change and positively implements updated process and strategy by demonstrating a proactive approach for problem solving and communicating solutions
• Provides consult support for complex Customer inquiries needing additional research
• Informs leadership immediately if common issues arise and utilizes ability to research and analyze Customer complaints in order to provide resolutions which support a culture of timely, Customer focused, responses which provide the best Customer Experience
• Consistently follows and adheres to stated team/department metrics such as minimum call flow accuracy levels, schedule adherence and availability requirements, achieves a minimum number of multi-channel and omni-channel Customer communications while maintaining average handle times and after call work times which meet stated requirements per team, meets or exceeds minimum work schedule and attendance adherence's, all while possessing and sharing a positive, collaborative tone which supports the team and department environment

Customer Advocate Associate Representative

• Focus on growing and maintaining existing business-to-business accounts by directly selling insurance products and services to public school districts
• Consult with current customers to provide value and meet financial needs
• Build strong relationships with customers and association executives
• Develop customized needs-based employee benefits packages through annual benefit enrollments, group presentations, and new account development opportunities

• Focus on growing and maintaining existing Business to Business accounts
• One-on-one sales of worksite insurance products and services to the community
• Build strong relationships with customers and association executives
• Develop specific, needs-based recommendations for employees

• Focus on growing and maintaining existing business-to-business accounts by directly selling insurance products and services to public school districts.
• Consult with current customers to provide value and meet financial needs.
• Build strong relationships with customers and association executives.
• Develop customized needs-based employee benefits packages through annual benefit enrollments, group presentations, and new account development opportunities.
• Each Account Representative is assigned a territory to manage and develop new accounts.