American Fidelity

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 solutions

Customer Advocate Associate Rep

Account Manager

• Sell benefits, retirement, and supplemental insurance products to public schools.
• Consult with current customers to meet their financial needs.
• Develop customized employee benefits packages through annual benefit enrollments.
• Maintain existing business-to-business accounts by directly selling insurance products.

Sales Account Manager – MS

Sales

• Support the sales team with daily operations, assisting with customer-focused tasks.
• Gain valuable experience and knowledge through job shadowing.
• Build strong relationships with businesses/schools and develop needs-based recommendations.

Sales Intern

• Support the sales team with daily operations
• Assist with customer-focused tasks
• Assist with prospective groups, such as setting appointments
• Ordering marketing and sales materials
• Assist with enrollments
• Handling customer service requests
• Participate in ride along and job shadows

Sales Internship

Customer Support

• Provides moderate to complex service to internal and external Customers
• Resolves moderate to complex Customer inquiries and completes Customer service requests
• Handles moderate to complex work assignments with minimal guidance
• Utilizes experience and expertise in processing areas to meet turnaround times
• Ensures secure handling of Customer data and meets Customer needs
• Accurately documents Customer inquiries and actions taken
• Acts as a resource for less experienced Colleagues and provides guidance
• Attends training and serves as a team member on LEAN teams and special project teams

Customer Service Representative – Moderate

• Selling benefits, retirement, and other supplemental insurance products and services in a defined sales territory serving an existing customer base of K-12 public schools.
• Build strong, long-term relationships and develop specific, needs based recommendations for their employees, highlighting the benefits of American Fidelity's insurance portfolio.
• Consult with current customers to provide value and meet financial needs.

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
• Defined Territory – Each Account Representative is assigned a territory to manage and develop new accounts

Outside Sales Representative

• Selling worksite insurance products and services in a defined sales territory
• Building strong, long-term relationships with businesses
• Developing customized needs-based employee benefit packages
• Focus on growing and maintaining existing accounts

Bilingual Outside Sales Representative

Business Development Rep

• Direct the overall business development marketing strategy for the company, including marketing plans, budget and tactics used for execution, as well as the ongoing measurement and optimization of initiatives.
• Develop strategic and compelling marketing campaigns, content, collateral, and sales enablement materials designed to generate leads and move prospects through the pipeline and position American Fidelity as a leader in the HR and benefits space.
• Collaborate with Sales Leadership to develop, execute and manage marketing strategies for third-party partners including associations and brokers to drive brand awareness and assist in generating leads.

Business Development Manager

• Build strong, long-term relationships with businesses and develop specific, needs-based recommendations for their employees.
• Sell worksite insurance products and services in a defined sales territory with an existing customer base.