The Customer Sales and Service Representative requires a high school diploma or equivalent. Processes basic branch service transactions to ensure customer satisfaction. Being a Customer Sales and Service Representative typically reports to a supervisor or manager. Being a Customer Sales and Service Representative may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area.
Customer Service & Sales Representative Job Description Template
Our company is looking for a Customer Service & Sales Representative to join our team.
Responsibilities:
- Maintains contact management database;
- Enter job data and place orders into production;
- Check customer files to ensure they will print correctly;
- Investigates and resolves customer problems;
- Assist customers with placing orders;
- Document all details of client requests and conversations in the appropriate system, using the applicable templates;
- Provide claim counseling and assistance to the client within company guidelines;
- Handle customers’ personal information in a professional and compassionate manner;
- Maintain and apply a complete understanding of the insurers’ underwriting guidelines;
- Assists in developing and implementing the contract process;
- Prepares reports of business transactions and keeps expense accounts;
- Works with the Client Project Group and Account Support department to keep account activities and customer expectations met;
- Keep track of jobs, and keep clients informed of any and all developments with their orders;
- Answer customer questions via telephone, email, and in-person inquires;
- Search order history for previous jobs to maintain specifications.
Requirements:
- Advanced reading and writing skills;
- Great attendance is crucial;
- The ability to be flexible, multi-task and work effectively in a team environment is required;
- Familiarity with general office equipment expected;
- Must be willing to learn and understand the company processes and procedures and have the ability to effectively explain to customers;
- Strong communication and interpersonal skills, as well as a professional and pleasant phone demeanor required;
- Excellent written and oral communication skills;
- Attention to detail and accountability needed;
- Computer literate with the ability to learn customer service software applications;
- Ability to verbally communicate clearly and succinctly;
- Ability to compose a grammatically correct, concise, and accurate paragraph;
- Must be service oriented.