American Fidelity

Account Manager

• 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

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

• 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.

Outside Sales Representative

• 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