Customer Service Representative

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19 Locations
In-Office or Remote
34K-78K Annually
Entry level
Health Insurance • Healthcare Services
The Role
Provides customer support through phone, email, chat, and other channels. Resolves complaints, billing concerns, and service issues; processes orders, returns, and account updates; maintains accurate CRM records; tracks shipments and requests; explains products, services, and policies; coordinates with internal teams; and supports customer satisfaction, retention, and service-quality goals.
Summary Generated by Built In

The Customer Service Representative is responsible for providing excellent customer support by answering inquiries, resolving complaints, processing orders, updating customer records, and ensuring customer satisfaction. This position serves as a primary point of contact between the company and its customers, helping customers understand products, services, policies, and procedures.

The ideal candidate is professional, patient, organized, and customer-focused, with strong communication, problem-solving, and multitasking skills. The Customer Service Representative must be able to handle customer concerns efficiently, maintain accurate records, and represent the company in a positive and professional manner.

Essential Duties and Responsibilities

1. Customer Support and Communication

  • Respond to customer inquiries by phone, email, live chat, and other communication channels.
  • Provide accurate information about products, services, pricing, policies, procedures, and account details.
  • Listen carefully to customers to understand their needs, questions, and concerns.
  • Maintain a courteous, professional, and helpful attitude during all customer interactions.
  • Explain company policies, procedures, and service options clearly.
  • Follow up with customers to ensure their concerns have been addressed and resolved.

2. Complaint Resolution and Problem-Solving

  • Investigate and resolve customer complaints, service issues, and billing concerns promptly.
  • Identify the root cause of customer problems and recommend appropriate solutions.
  • Handle difficult or dissatisfied customers with patience, empathy, and professionalism.
  • Escalate complex or unresolved issues to supervisors or the appropriate department.
  • Document customer complaints, resolutions, and follow-up actions.
  • Work to improve customer satisfaction and maintain positive customer relationships.

3. Order Processing and Account Management

  • Process customer orders, returns, exchanges, cancellations, and service requests accurately.
  • Verify customer information and update account records as needed.
  • Track orders, shipments, deliveries, and service requests.
  • Assist customers with account access, payment questions, invoices, and billing inquiries.
  • Communicate order status, delays, and other important updates to customers.
  • Coordinate with sales, billing, shipping, and operations teams to resolve order-related issues.

4. Recordkeeping and Documentation

  • Maintain accurate and up-to-date customer information in the company's database or customer relationship management (CRM) system.
  • Record customer interactions, inquiries, complaints, and resolutions.
  • Prepare reports on customer concerns, service trends, and recurring issues when required.
  • Protect confidential customer information and follow company privacy and data security policies.
  • Ensure all customer service activities are documented according to company standards.

5. Product and Service Knowledge

  • Develop and maintain a thorough understanding of the company's products, services, and policies.
  • Stay informed about product updates, promotions, procedures, and service changes.
  • Educate customers on how to use products or access services effectively.
  • Identify opportunities to recommend appropriate products, services, or additional support when relevant.
  • Participate in training sessions and professional development activities.

6. Teamwork and Departmental Coordination

  • Collaborate with other departments to address customer needs and resolve service issues.
  • Communicate customer feedback and recurring concerns to management.
  • Assist coworkers during periods of high customer volume.
  • Participate in team meetings and contribute ideas for improving service quality.
  • Follow company procedures, service standards, and management instructions.

7. Customer Satisfaction and Performance

  • Meet established customer service standards and performance goals.
  • Maintain appropriate response times and follow-up schedules.
  • Work toward customer satisfaction, first-contact resolution, and service quality targets.
  • Identify opportunities to improve customer service processes.
  • Support customer retention by delivering consistent, reliable, and professional service.

Qualifications and Requirements

Education

  • High school diploma or equivalent required.
  • Additional coursework or training in customer service, communications, business administration, or a related field is preferred.

Experience

  • Previous customer service, call center, retail, administrative, or client support experience is preferred.
  • Experience using computers, email, customer databases, or CRM systems is an advantage.
  • Entry-level candidates may be considered if they demonstrate strong communication and problem-solving skills.

Technical Skills

  • Proficiency in basic computer operations and internet navigation.
  • Ability to use email, word processing software, spreadsheets, and customer service platforms.
  • Familiarity with CRM systems, ticketing software, phone systems, and order management tools is beneficial.
  • Ability to learn new software, systems, and company procedures quickly.

Required Skills and Competencies

  • Communication: Clear, professional verbal and written communication skills.
  • Active Listening: Ability to understand customer needs and respond appropriately.
  • Problem-Solving: Ability to assess issues, identify solutions, and resolve concerns.
  • Customer Focus: Commitment to providing helpful, respectful, and reliable service.
  • Patience and Empathy: Ability to remain calm and understanding when assisting frustrated customers.
  • Organization: Ability to maintain accurate records and manage multiple tasks.
  • Time Management: Ability to prioritize inquiries and meet deadlines.
  • Attention to Detail: Ability to process information and transactions accurately.
  • Adaptability: Ability to work in a fast-paced environment and adjust to changing priorities.
  • Teamwork: Ability to collaborate effectively with coworkers and other departments.
  • Professionalism: Ability to maintain confidentiality, follow policies, and represent the company positively.
  • Conflict Resolution: Ability to handle disagreements and customer complaints constructively.

Work Environment and Physical Requirements

  • Work may be performed in an office, call center, retail environment, or remote setting.
  • Regular use of a computer, telephone, headset, and other office equipment may be required.
  • The position may require prolonged periods of sitting, typing, and communicating with customers.
  • Employees may be required to manage multiple customer inquiries simultaneously.
  • Depending on the business, occasional evening, weekend, holiday, or overtime shifts may be required.
  • Reasonable accommodations may be made for qualified individuals with disabilities, consistent with applicable laws.

Performance Metrics and Evaluation

Performance may be evaluated using the following measures:

  • Customer satisfaction scores.
  • Average response and resolution times.
  • First-contact resolution rate.
  • Accuracy of customer records and transactions.
  • Number of inquiries handled.
  • Quality assurance and adherence to company procedures.
  • Attendance, punctuality, and schedule adherence.
  • Customer complaint resolution and follow-up completion.
  • Compliance with privacy, security, and confidentiality requirements.

Performance targets will be established by management based on the company's operational needs and customer service standards.

Training and Development

The Customer Service Representative will receive training on company policies, products and services, customer communication standards, computer systems, data protection, and complaint-handling procedures. Ongoing training may be provided to improve job performance, develop technical skills, and support career advancement.

Equal Employment Opportunity

The company is committed to providing equal employment opportunities to qualified applicants and employees in accordance with applicable employment laws. Employment decisions are based on relevant qualifications, skills, experience, and business needs.

Skills Required

  • High school diploma or equivalent
  • Additional coursework or training in customer service, communications, business administration, or a related field
  • Previous customer service, call center, retail, administrative, or client support experience
  • Basic computer operations and internet navigation proficiency
  • Ability to use email, word processing software, spreadsheets, and customer service platforms
  • Familiarity with CRM systems, ticketing software, phone systems, and order management tools
  • Strong verbal and written communication skills
  • Problem-solving, conflict resolution, organization, time management, and attention to detail
  • Ability to maintain confidentiality and follow privacy and data security policies
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The Company
500 Employees

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