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Wellvana

Customer Service Representative

Posted Yesterday
Be an Early Applicant
In-Office or Remote
2 Locations
36K-78K Annually
Entry level
In-Office or Remote
2 Locations
36K-78K Annually
Entry level
Provides customer support through phone, email, chat, and in-person interactions; answers questions, resolves complaints, processes orders and returns, updates accounts, tracks requests, and documents interactions in CRM systems. Coordinates with internal departments to resolve billing, shipping, and service issues while maintaining accurate records and meeting customer satisfaction, response-time, quality, and productivity goals.
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The Customer Service Representative (CSR) is responsible for providing excellent customer support by answering inquiries, resolving complaints, processing orders, providing product or service information, and ensuring customer satisfaction. The representative serves as the primary point of contact between the company and its customers, helping maintain positive relationships and a professional company image.

The ideal candidate is friendly, patient, detail-oriented, organized, and capable of communicating effectively while handling multiple customer requests in a fast-paced environment.

Key Responsibilities

1. Customer Support and Communication

  • Respond promptly and professionally to customer inquiries by phone, email, live chat, and in person, as applicable.
  • Provide accurate information about products, services, pricing, policies, procedures, and company offerings.
  • Listen carefully to customer concerns and identify appropriate solutions.
  • Maintain a courteous, professional, and positive attitude during all customer interactions.
  • Follow up with customers to ensure their questions and concerns have been resolved.
  • Build and maintain positive customer relationships to encourage customer loyalty and retention.

2. Complaint Resolution and Problem-Solving

  • Handle customer complaints, concerns, and service issues professionally and efficiently.
  • Investigate problems, identify root causes, and provide appropriate resolutions within company policies.
  • Escalate complex or unresolved issues to supervisors or the appropriate department.
  • Manage difficult conversations calmly and demonstrate empathy and patience.
  • Document complaints, resolutions, and follow-up actions accurately.
  • Work to resolve customer issues promptly while maintaining customer satisfaction.

3. Order Processing and Account Management

  • Process customer orders, returns, exchanges, cancellations, and service requests accurately.
  • Update customer account information and maintain accurate records.
  • Verify customer information and confirm order details when necessary.
  • Track orders, shipments, deliveries, appointments, or service requests.
  • Assist customers with billing questions, payment issues, invoices, and account balances, as applicable.
  • Coordinate with internal departments to address order discrepancies and service delays.

4. Administrative Duties and Recordkeeping

  • Maintain detailed and accurate records of customer interactions in the company's customer relationship management (CRM) system or other software.
  • Enter customer information, inquiries, feedback, and service requests into the appropriate systems.
  • Prepare reports on customer concerns, recurring issues, and service trends when required.
  • Ensure all customer documentation is complete, accurate, and up to date.
  • Follow company procedures for handling confidential customer information.
  • Perform general administrative duties related to customer service operations.

5. Product and Service Knowledge

  • Develop and maintain a strong understanding of company products, services, policies, and procedures.
  • Explain product features, service options, warranties, and applicable terms to customers.
  • Help customers select appropriate products or services based on their needs.
  • Stay informed about product updates, promotions, policy changes, and new company procedures.
  • Provide accurate information and avoid making unauthorized promises or commitments.

6. Teamwork and Department Coordination

  • Collaborate with sales, billing, shipping, technical support, operations, and other departments to resolve customer concerns.
  • Communicate important customer feedback and recurring problems to management.
  • Support team members during busy periods and help maintain efficient workflow.
  • Participate in staff meetings, training sessions, and performance reviews.
  • Follow company standards, service procedures, and established escalation processes.

7. Customer Satisfaction and Performance

  • Meet established performance standards for customer satisfaction, response times, accuracy, and productivity.
  • Maintain professional communication and service quality across all customer interactions.
  • Identify opportunities to improve customer service processes and procedures.
  • Collect and communicate customer feedback to help improve products and services.
  • Contribute to customer retention, positive reviews, and the company's overall reputation.
  • Meet assigned performance goals and service-level expectations.

Qualifications and Requirements

  • High school diploma or equivalent required; additional education in business, communications, or a related field is an advantage.
  • Previous customer service, call center, retail, administrative, or client support experience preferred.
  • Strong verbal and written communication skills.
  • Excellent listening, interpersonal, and problem-solving abilities.
  • Ability to handle multiple tasks and prioritize responsibilities effectively.
  • Basic computer proficiency, including email, data entry, word processing, and customer service software.
  • Familiarity with CRM systems, ticketing platforms, or call center software is an advantage.
  • Strong attention to detail and organizational skills.
  • Ability to remain calm, professional, and courteous when dealing with upset customers.
  • Ability to work independently and collaboratively as part of a team.
  • Willingness to learn company products, services, policies, and procedures.

Essential Skills and Competencies

  • Communication: Clearly explains information and listens attentively to customer needs.
  • Customer Focus: Demonstrates empathy and a commitment to providing quality service.
  • Problem-Solving: Identifies issues and determines practical, effective solutions.
  • Patience and Emotional Intelligence: Handles challenging situations with professionalism.
  • Time Management: Prioritizes inquiries and manages workload efficiently.
  • Attention to Detail: Maintains accurate customer records and processes requests correctly.
  • Adaptability: Adjusts to changing priorities, customer needs, and company procedures.
  • Teamwork: Works effectively with colleagues and other departments.
  • Technical Skills: Uses computers, communication platforms, and customer databases confidently.
  • Professionalism: Protects confidential information and follows company policies.

Working Conditions

  • Work may be performed in an office, call center, retail environment, or remote setting.
  • Regular use of computers, telephones, email, chat platforms, and customer management systems may be required.
  • The position may involve extended periods of sitting, computer use, and telephone communication.
  • Employees may be required to work evenings, weekends, holidays, or rotating shifts depending on business needs.
  • The role may require handling a high volume of customer inquiries and working under time-sensitive conditions.

Performance Expectations and Key Performance Indicators (KPIs)

Performance may be evaluated using the following measures:

  • Customer satisfaction scores (CSAT).
  • Average response and resolution times.
  • First-contact resolution rate.
  • Call, email, chat, or ticket handling productivity.
  • Accuracy of customer information and transactions.
  • Quality assurance and communication standards.
  • Customer complaint resolution and follow-up completion.
  • Attendance, punctuality, and adherence to scheduled shifts.
  • Compliance with company policies and data protection procedures.

Performance targets should be established according to the company's operational requirements and customer service standards.

Duties and Responsibilities Disclaimer

This job description outlines the primary duties, responsibilities, and qualifications associated with the Customer Service Representative position. Additional responsibilities may be assigned as necessary to support business operations. The company reserves the right to modify job duties and requirements based on organizational needs.

Equal Employment Opportunity

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

Acknowledgment: The employee understands the responsibilities and expectations associated with the Customer Service Representative position and agrees to perform assigned duties in accordance with company policies and procedures.

Would you like a version tailored to a specific industry?

I can customize this job description for:

  • Call center customer service representative
  • Remote customer service representative
  • Retail or front-desk customer service representative
  • Banking, insurance, or healthcare customer service representative
  • Entry-level customer service representative
  • Resume-ready customer service representative duties and responsibilities

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