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Job Title:
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Customer Service Rep.
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Department:
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Reports to:
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FLSA Status:
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Exempt / Non-Exempt
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Prepared by:
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Prepared date:
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MM/DD/YY
_________________
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Approved by:
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Approved date:
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MM/DD/YY
________________
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Summary
Customer Service Representatives should be responsible for
establishing contact with both internal and external customers.
He/She must be competent enough to provide the customer with the
requested information or assistance concerning services provided by this
Company. Responsibilities may
include such tasks as answering phones, handling other communication equipment
such as fax, switchboard and Internet, serving as a cashier, and other similar
activities.
** The Customer Service Representative’s
responsibilities and duties vary based on the size of the office and other
company information. **
Essential Functions
- Supervise
employees engaged in providing services and information to all customers,
and also trains this staff.
- Help
and guide customers and sales representatives.
- Provide
information to supervisors, co-workers, and subordinates by telephone, in
written form, e-mail, or in person.
- Use
computers and computer systems to program, write software, set up functions,
enter data, or process information.
- Process
information by compiling, coding, categorizing, calculating, tabulating,
auditing, or verifying information or data.
- Collect
and reconcile cash payments from patrons and prepare routine reports of
transaction as appropriate.
- Take
care of purchase orders, while making adjustments and cancellations for
customers, manufacturers, and distributors.
- Act
as a liaison between the carrier as well as operations department and the
customer.
- Receive
order and enter data into appropriate software.
- Prepare
important paper work and documents such as purchase orders, copies of
invoices, and return of goods memos for the accounting department.
- Maintain
inventory or other pertinent records, while purchasing necessary materials.
- Arrange
for delivery of product and communicate to customer’s delivery date of
product.
- Prepare
mail and parcels for mailing, while sorting and distributing mail.
- Screen,
examine, and verify documents for correctness, appropriateness, adequacy and
conformity to establish requirements and follow up on requests or
discrepancies.
- Handle
phone inquiries and requests for price quotations.
- Prepare
notices of statements and send copies to customers.
- Generate
relationships that lead to sales through conversations with customers,
incorporating needs analysis, building rapport, offering advice and
overcoming objections.
- Perform
general floor maintenance and housekeeping; monitor and maintain the
condition and safekeeping of merchandise.
- Provide
routine information and support to patrons of services, schedule
activities, answer questions, and resolve or refer day-to-day patron
problems and concerns.
- Take
care of irate customers and resolve challenging inquiries, utilizing
negotiation skills, while following guidelines in effort to satisfy the
customer.
- Maintain
files of customers and active orders and post any activity such as change of
notices, credit changes, scheduling changes, etc.
- Maintain
control over production and deliveries of scheduled shipments.
- Maintain
current distributor list, including contact, ship to address and pricing.
- Coordinate
the issuing and disposition of stocks, supplies, and facilities used by
patrons.
- Maintain
all filing of invoices, order forms and other important documents.
- Communicate
order confirmations to customers, warehouses, carriers and brokers.
- Contact
distributors and ensure customer’s delivery requirements are met.
- Assist
and advise patrons in the utilization of services, facilities, and/or
equipment.
- Demonstrate
and recommends ways to improve customer service, increase productivity and
increase sales.
- Prepare
correspondence to customers.
- Maintain
cleanliness of work area and set up displays.
- Performs
other special projects or assignments as requested.
***This list is not
exhaustive. Employee is expected to
carry out any other job-related activity as requested by supervisor. ***
Essential Job Qualifications
A Customer Service Representative should be a well-rounded,
outgoing person. He/She must be
capable of handling all customer/clients’ needs and wants. All Customer Service Reps should be intelligent and well
informed about the company and any services provided by the company.
He/She must be able to make quick, intelligent decisions and handle any
problems or obstacles quickly and efficiently.
It is also very important that he/she be friendly and form important,
professional relationships with all customers.
They must also be able to negotiate effectively with customers while
forming a professional rapport. All
the above duties and any other additional duty assigned must be performed
satisfactorily. In the case of a
handicap, company MUST and WILL make reasonable accommodations to perform
the essential functions of the job.
Education/Experience
- High
School graduate or equivalent required.
- Customer
Service and Sales experience preferred.
- Demonstrated
abilities in customer contact, telemarketing, and/or sales experience is
required.
- Must
have the ability to maintain a high level of productivity, while complying
with departmental quality standards.
- Effective
communication and excellent verbal and negotiation skills are required.
- Proficient
with personal computers and the use of popular software such as Microsoft
Office.
- Business
math skills necessary.
- Ability
to prepare routine administrative paperwork.
- Knowledge
of basic cash management procedures.
- Knowledge
of inventory management practices.
- Strong
interpersonal skills, flexibility, and customer service orientation.
- Ability
to resolve difficult or stressful customer service issues.
- Knowledgeable
of all company equipment and proper, safe methods of using these equipment.
- Experienced
in areas such as territory sales, promotional work, customer service or
retail management.
- Must
be detail oriented and organized.
- Team
oriented.
- Ability
to retain and apply trained skills and processes to the job.
- Works
well independently, completes assigned tasks in the established timeframe,
completes regular assignments without reminders or additional requests, and
works productively and professionally.
Mental Effort
- Ability
to manage one’s own time.
- Ability
to quick think and make practical decisions quickly and efficiently.
- Knowledgeable
about all Company products to answer all customer enquiries.
- Normal
concentration or intensity, which includes a long period of mental effort
with little or no breaks.
- Ability
to use discretion and professionalism in responding to inquiries and
providing excellent customer service to all customers.
- Normal
memory, taking into consideration the amount and type of information
- Ability
to multi-task and accomplish many tasks at once.
Physical Effort
- Ability
to move around the workplace and stand for extended periods of time.
- Ability
to use and type on a personal computer for extended.
- Normal
ability to see and hear.
- Normal
sense of touch.
- Normal
physical agility.
- Normal
hand eye coordination.
- Must
be able to use hands and fingers to feel, handle, or reach for objects.
- Ability
of lifting and moving packages weighing up to 40 pounds.
Work Environment
- Normal
temperature working environment.
- Moderate
to large amount of noise in the environment
- Team-oriented
work environment.
- Normal
temperature.
- Normal
amount of overtime or extended work hours is required.
- Reasonable
accommodations may be made to the work environment for those with
disabilities who can perform the essential functions of the job.
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