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There are
different Customer Service Job
Descriptions.
Example 1: Customer Service Representative
Job Description
Job
Summary:
The
Customer Service Representative will
provide service to agents and customers
by handling policy inquiries, changes,
quotes and billing inquiries over the
telephone. He/She will display's
leadership and problem solving skills in
day to day activities and may act in
manager's place when authorized.
Job
Description:
The
Customer Service Representative will perform all or some of the
following Job description:
-
Assist team members with challenging
service calls and policy inquiries
-
Answer
questions from agents and Team CSRs
regarding policy status and complex
rating issues and coverage
-
The
Customer Service Representative will
input policy change on-line during
telephone conversations with agents and
policyholders
-
He/She
will provide on-line quotes to
customers, and handle and resolve direct
bill inquiries
-
He/She
will engage in on the job training of
team members
-
Conduct
quality monitoring of team members with
regard to Processing accuracy,
underwriting authority and documentation
of records
-
The
Customer Service Representative will
resolve conflict between company, agent
and customer over policy issues
-
He/She
will investigate all formal/informal
insurance complaints, and compile
necessary information prior to written
correspondence
-
Oversee
the workflow within the unit and monitor
compliance with company service
standards
-
Coordinate the investigation of system
problems
-
The
Customer Service Representative will act
as team leader in manager's absence
-
Handle
special projects as assigned
-
He/She
will perform other duties as Assigned.
Minimum Requirements / Knowledge / Skill
For Customer Service Representative Job
-
The
Customer Service Representative must
be able to communicate effectively
and listen actively
-
He/She
must have the ability to solve problems
-
He/She
should be able to handle stress
-
The
Customer Service Representative must be
a team player
-
He/She
must demonstrate personal motivation
-
He/She
should be able to apply technical
knowledge and skills
-
Ability
to maintain a professional image.
Minimum
Education Requirements / Certification /
Licensure For Customer Service
Representative Job
..............................
Example
2: Customer Service Representative -
Financial Services Job Description
Job
Summary:
The
Customer Service Representative -
Financial Services will answer incoming
telephone inquiries regarding retirement
plans from participants, employers, and
third party plan specialists. He/She
will be helping clients with inquiries
concerning general and specific account
and plan level information, answering
questions, resolving problems, and
educating clients on a variety of
retirement plan issues.
Job
Description:
-
The Customer Service Representative -
Financial Services will successfully
answer incoming telephone inquiries
including, but not limited to,
requests for general account
information, concerns related to
contributions and withdrawals, how
to make changes to an account,
product information, and tax
questions
-
He/She
will process financial transactions upon
request of callers
-
Address
questions or concerns in relation to
investments
-
The
Customer Service Representative will assist participants through the
navigation of the automated voice
response system as well as the Web Site
when executing financial transactions
and/or initiating loans
-
Appropriately submits requests for
research and follow-up if needed after
the initial call
-
He/She may be required to
make outbound calls if necessary
-
Review, comprehend, and implement all
new communication regarding plan updates
and changes
-
The
Customer Service Representative will run disbursement quotes,
respond to managerial feedback, and
attend meetings and training sessions.
Minimum Requirements / Knowledge / Skill
For Customer Service Representative - Financial Services Job
-
He/She
must be available to work during the
hours of 7am-7pm
-
He/She
must successfully obtain FINRA Series 6
and Series 63 within required time
frames
-
The
Customer Service Representative should
possess 1-3 years of customer service
experience, preferably in a financial
services related field.
-
He/She must be able to explain past
returns in comparison to economic
environment. All information conveyed
must be done in accordance with FINRA /
SEC guidelines.
Minimum Education Requirements /
Certification / Licensure For Customer Service Representative - Financial Services Job
Here are
links to
more Customer Service Job Descriptions:
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