Customer Representative Job Description
Customer representative
provides feedback to management regarding current customer service processes and procedures; we’re always looking to get better!.
Customer Representative Duties & Responsibilities
To write an effective customer representative job description, begin by listing detailed duties, responsibilities and expectations. We have included customer representative job description templates that you can modify and use.
Sample responsibilities for this position include:
Accurately processing all EDI, Faxed, and Phone orders to in a timely and efficient manner
Answering the Customer Service phone line, handling inquiries where appropriate and directing calls to the correct department as necessary
Tracking and reporting product order trends by wholesale customers to manager on a daily basis
Working closely with Customer Service Manager to ensure smooth transition of product launches, including collection of orders, shipping and invoicing
Working closely with Supply Chain daily to ensure product is available to fill the day's orders and alert Supply Chain via email of any obsolete product appearing on current inventory reports
Processing all claims, including any damages, shortages or overages for the company wholesale customers
Monitoring Returns reports for any unauthorized Returns and escalating to Manager if the need arises
Tracking and substantiating POD's on customer orders
Ensuring that all customers have valid pharmacy license and/or DEA license
Providing Customer Service Manager with a report each day for orders backorders and invoiced orders
Customer Representative Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Customer Representative
List any licenses or certifications required by the position: MSDS, NAFTA, APICS, CRO, GSC, PDS, SAP, SDS, OS, CE
Education for Customer Representative
Typically a job would require a certain level of education.
Employers hiring for the customer representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in General Education, Education, Business, Associates, Technical, High School Education, Finance, Graduate, Business/Administration, Communication
Skills for Customer Representative
Desired skills for customer representative include:
Regulatory compliance related to Privacy
Service Excellence Activities
Branch routines and operating procedures
Every customer interaction
Anti-Money Laundering SSI guidelines/processes
Cash
Custody and security processes and procedures
Branch systems transactional services and associated procedures:
Different phases of construction
Desired experience for customer representative includes:
Responding and resolving all customer inquiries received via telephone, email, mail, and fax
Prepare all required customers’ shipping documentation for all production and non-production shipments
Create and transmit all advanced shipment notifications (ASN) on time, as per customer guidelines
Liaise with customer and communicate customer requirements to all affected activities within Co-Ex-Tec
Perform all duties relating to customer systems, including updating CET contact listing
Maintain all customer binders and filing for contacts, routings and reports
Customer Representative Examples
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Customer Representative Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of customer representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for customer representative
- He/She works under supervision of a team leader
- Responding to telephone inquiries and complaints with excellent customer service and precision
- Manage large amounts of inbound calls in a timely manner
- Problem solve for customers
- Document notes in accounts
- Debit and credit accounts
- Interacts with other departments (e.g., to solve invoicing problems, correct database discrepancies, transfer calls)
- Processes a high volume of purchase orders or service requests via telephone, email, the web or fax
- Ensures that the appropriate approvals have been received for repair orders, work/service orders, and trouble tickets
- Uses various coding systems (e.g., CLLI, NMA, TYPE/CATEGORY)
Qualifications for customer representative
- Demonstrable evidence of success in customer support cases in social platforms (Facebook, Twitter, YouTube, Instagram, Forum)
- General Computer skills, including proficiency in Microsoft Office Suite
- Have experience dealing with a high volume of emails
- Have the ability to produce high quality work under extreme pressure
- Excellent customer service skills with a professional and efficient approach to your work
- Ability to prioritise and manage workload in a front line, high pressure, reactive environment
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Customer Representative Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of customer representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for customer representative
- May provide data summaries in basic Excel spreadsheets
- May work on other duties as assigned (e.g., ordering fuel, updating the book of preferred vendors, inputting building requests and alarm information) when not on the phone
- The Work Environment Center (WEC) is a 7x24x365 center - First contact for Disaster Recovery situations
- Initiates conference call bridges to involve all parties necessary for resolution of disaster issues
- Responsible for necessary CRE escalations to upper management
- WEC backs-up Fleet for emergencies after hours
- Receives calls from the client and other personnel requesting service for a vehicle or a client property (land, facilities or environment)
- Interacts and/or dispatches vendors and/or contractors regarding work/service orders.This interaction occurs primarily over the telephone, but also via email, the web, and facsimile
- Inputs, processes, edits, and closes repair and work/service orders, utilizing the appropriate codes
- Determines what action should be taken and who the preferred vendor(s)/contractor(s) is/are
Qualifications for customer representative
- Able to comply with flexible working hours
- Able to be in contact with the customers all the time
- Barchelor Degree
- Min 1 year experiences in Ocean Freight operations is a must
- Command of export /import shipping process
- Preferably experienced in SOFT program
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Customer Representative Job Description
Job Description Example
Our company is growing rapidly and is looking for a customer representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer representative
- Creates, prioritizes and assigns work orders, and dispatches client personnel, contractors, or outside property management companies to address the work orders
- Determines if a vehicle repair order should be charged to the Fleet budget or back to the Fleet Supervisor (e.g., broken dome lights, battery jump-start)
- Issues and keeps track of purchase orders (e.g., aerial/bucket truck inspection)
- Monitors critical network and environmental alarms
- Handles emergency calls relating to facilities
- Conducts customer satisfaction surveys
- May deal with irate and/or dissatisfied individuals
- Performs purchasing functions including ordering, tracking, and expediting
- Resolves claims and warranty issues
- Ensures that there is a set level of inventory on hand
Qualifications for customer representative
- Team-player, self-managed, service oriented
- Based in Gaziantep
- Must have a Jordanian Residency
- May be required to possess and maintain a valid driver’s license
- Must be able to work or attend training in another location, district or department
- Must successfully complete all aspects of required training within Company standards
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Customer Representative Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of customer representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for customer representative
- Locates sources of supply using current company records and systems
- Researches the marketplace and locates sources for products and/or services using mechanized systems, job aids, contract inventory reports, , based on customer needs
- Attempts to bring all returned, identified items back into inventory
- Performs routine servicing functions such as processing the customer's request to purchase, or servicing the executed purchase order
- Evaluates and reconciles data
- Prepares, compiles, and maintains a variety of records and reports of service activities performed and their results
- Posts shipping and delivery dates, other information, on schedules and maintains associated files for tracking purposes
- Reviews and edits customer requisitions, purchase orders, receipts and invoices for completeness, accuracy, and approvals
- Tracks claims and resolves problems involving incorrect orders and returns
- Review and advise on contractual risks
Qualifications for customer representative
- Meet and maintain the physical requirements of the position
- Minimum typing requirement - 60 wpm
- Studii medii
- Advanced command of written & spoken English (second foreign language is the reason of choice)
- Dominates foreign trade processes
- Completed his military service (for male candidates)
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Customer Representative Job Description
Job Description Example
Our innovative and growing company is looking for a customer representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for customer representative
- Present and negotiate underwriting terms with various insurers in order to obtain appropriate conditions for the risks assessed and in accordance with the placement strategy
- Analyze proposals for terms and conditions received and prepare evaluation and comparison reports
- Promptly manage the issuance of cover notes, certificates and invoices associated with services rendered
- Prepare the breakdown of premiums for tax purposes, if applicable
- Follow up rigorously on accounts receivable
- Check insurance policies to ensure accuracy and promptly coordinate necessary amendments, if applicable
- Prepare and send documents promptly to clients
- Prepare the claims notices and report them in accordance with established internal procedures
- Respond to client-specific questions and requests for documents
- Mobilize the appropriate practice and resources from the company and its subsidiaries to provide the best services to all clients
Qualifications for customer representative
- Has no obstacle to travel domestic or abroad
- Answer correctly and in a structured way more complex questions from internal and external corporate customers according to set rules and procedures
- Ability to work well with others as part of a Team, excellent verbal communication, written skills, and interpersonal skills
- Capacity to read and comprehend a variety of documents, follow instructions, learn and understand airline and ticketing procedures, rules, and regulations
- Ability to adapt to change and have the ability to comprehend and keep abreast of information pertinent to the job such as special promotions, new procedures
- Ability to demonstrate good listening, written, and verbal communication skills