Customer Service Professional Job Description

Customer Service Professional Job Description

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Customer service professional provides product and application training, participate in customer and/or industry events to develop direct specifier relationships along with the Specification Sales team.

Customer Service Professional Duties & Responsibilities

To write an effective customer service professional job description, begin by listing detailed duties, responsibilities and expectations. We have included customer service professional job description templates that you can modify and use.

Sample responsibilities for this position include:

Serve as first point of contact for customers regarding routine service issues, assist in troubleshooting issues, and enter routine service requests into appropriate systems for resolution by appropriate service partners
Process customer orders accurately, ensuring they are completed on time
Keep customers informed of progress throughout the process
Upsell additional products and services where appropriate
Act as the first point of contact for your customers for all enquiries and requests
Ensure the database is kept up to date
Assist patients, physicians, pharmacists, and other hospital staff as needed over the phone
Provide reimbursement support as needed
Handle a high volume of inbound/outbound calls (80 percent of your day will be on the phones.)
Verify tax (where applicable), high & low margins triggers at time of order entry

Customer Service Professional Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Customer Service Professional

List any licenses or certifications required by the position: PTCB, DSE, RRD

Education for Customer Service Professional

Typically a job would require a certain level of education.

Employers hiring for the customer service professional job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Associates, Business, Education, Financial Services, Military, Teaching, Hospitality, English, Communication, Spanish

Skills for Customer Service Professional

Desired skills for customer service professional include:

Combination with Veritiv processes
Procedures and applications to ensure customer satisfaction
Medical terminology and coding
Distribution industry with direct experience
Medical terminology
Products targeted at assigned customer segment with direct product experience
CPT
Demonstrated ability to match customer needs to the appropriate programs and facilitate the application process
Financial assistance programs
Government and non-government payer requirements

Desired experience for customer service professional includes:

Must be flexible and able to work ANY 8 hour shift between the hours of 8 am and 10 pm
Must have a basic understanding of customer service concepts
Must be technically savvy and have the ability to learn new software and concepts quickly
High school diploma with a minimum of two years’ experience in a customer service environment
A significant portion of the incumbent’s job responsibilities will require PC work that involves the continuous use of the fingers, hands, wrists, and sitting for extended periods of time
Normal office working conditions with some travel to customers, group meetings

Customer Service Professional Examples

1

Customer Service Professional Job Description

Job Description Example
Our company is searching for experienced candidates for the position of customer service professional. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer service professional
  • Handling inbound and outbound calls(60-120/daily)
  • Confirming what is and what is not covered under the contracted warranty with customers
  • Answering questions about work order status
  • Reading, understanding, and explaining contracts that have been established with customers
  • Maintaining responsibilities in a timely manner
  • Ability to handle multiple administrative tasks at a time and meet deadlines
  • Accurately input notes, customer information and other data into the system
  • Conduct customer service follow up calls to ensure customers satisfaction
  • Explain policies and procedures accurately
  • Assign testing items/ package according to test program
Qualifications for customer service professional
  • Act as customer’s primary point of contact, managing all key customer facing activities - order commitment and fulfillment
  • Drive customer satisfaction by demonstrating ownership and managing key cross functional interfaces with sales, supply chain, logistics
  • 2+ years of Customer Service/Clerical Experience(Call Center Experience Preferred)
  • Intermediate in Microsoft Office(Excel, Word, and Outlook)
  • Must be flexible as the schedule may change with business needs
  • Candidate must be able to compose a grammatically correct, clear and concise paragraph/ essay
2

Customer Service Professional Job Description

Job Description Example
Our innovative and growing company is looking for a customer service professional. 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 service professional
  • Generate/ preview test reports before submitting to final reviewer
  • Regularly update TAT and cooperate with testing laboratory to get testing status
  • Prepare quotations for vendors/ suppliers
  • Learn client’s protocol/ manual and/ or update latest version
  • Work closely with Customer Service in Hong Kong in case of clarifying testing information
  • Visit suppliers/ vendors site to keep in touch for regular communication and receive feeback and conduct customer survey
  • Submit Log-in testing samples
  • Work closely with Sales dept to provide best solution/ service to clients
  • Review invoice before dispatching to clients/ vendors/ suppliers
  • Report directly to Lab Manager
Qualifications for customer service professional
  • Candidate must exhibit good navigation skills
  • Degree holder in Engineering or related discipline
  • Minimum 3 years of working experience in Customer services field
  • Familiarity with Softline/ Footwear/ Toys Testing service & regulation is preferred
  • Analytical/ problem solving / process improvement/ Time management is required
  • Ability to interpret/ explain regulations and standards to vendors/ suppliers
3

Customer Service Professional Job Description

Job Description Example
Our innovative and growing company is looking for a customer service professional. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer service professional
  • Organizes customer information by classifying and segmenting the customer, entering new or updated information into database, , using the Customer Relationship Management (CRM) system
  • Delivering the Gold Standard of service at every customer engagement
  • Managing inbound calls from business customers
  • Guiding customers through purchase decisions and helping resolve queries post sale
  • Understanding quickly who we are and what we do so that you can help the customer
  • Collaborating with the business to ensure every customers’ requests are fulfilled
  • Keeping call times to a minimum
  • Help resolve product related issues
  • Resolve any billing related questions or disputes
  • Process card registrations and lost, stolen, or defective card requests
Qualifications for customer service professional
  • Read and understand technical specification
  • Fluent in English and second foreign language is preferred – Mandarin/ European
  • Strong presentation skills are must
  • Tableau (Visual Analytics)
  • Follow up with customers about issues that may have required additional investigation and research
  • Ability to diffuse issues without escalating the call to supervisors
4

Customer Service Professional Job Description

Job Description Example
Our innovative and growing company is hiring for a customer service professional. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for customer service professional
  • Assist all customers through incoming calls and emails in a timely manner
  • Respond to customer inquiries regarding
  • Be an active listener and creative problem solver to help resolve customer inquiries
  • Maintain customer account information and process orders with high level of speed and accuracy
  • Perform detail-oriented administrative tasks while maintaining a positive attitude
  • Identify, monitor and resolve potential problematic customer issues including service failures
  • Maintain open lines of communication with external and internal customers
  • Upsell, Cross sell and substitute items
  • Is recognized by peers to be subject matter expert (SME)
  • Is able to lead team initiatives
Qualifications for customer service professional
  • Monitoring of the order reception and order intake (via EDI, manual incl
  • Order tracking incl
  • Associates/Bachelor degree
  • Associates degree required or 2 years of college
  • Bachelor’s or Master’s degree in any field of study with no experience
  • Professional telephone etiquette required
5

Customer Service Professional Job Description

Job Description Example
Our growing company is looking for a customer service professional. 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 service professional
  • Review inbound inquiries and route them to the appropriate sales team
  • Receive inquiries from customers from various sources (phone and email), answer questions and/or resolve individual problems
  • Coordinate and develop customer relationships by handling customer inquiries on such topics as My Home, invoicing, label and inspection, , opening new projects and supporting a smooth communication between customers and UL departments
  • Collect customer product information, identify the industry that will perform work, and communicate completion time commitments
  • Prioritize customer needs, determine any special requirements, and obtain required information and samples to open the project
  • Organize customer information by classifying and segmenting the customer, entering new or updated information into database, , using the Customer Relationship Management (CRM) system
  • Assemble all required reports and documents to be sent to the client in a complete package, measure and monitor customer satisfaction through customer satisfaction reviews, follow up on concerns, inform customer of the certification, and closing the project
  • Actively participate in teams to continuously improve and drive quality into UL’s service to the customer
  • Delivering the 'Gold Standard' of service for every customer engagement
  • Managing an array of inbound calls from our business customers
Qualifications for customer service professional
  • Effective oral, phone, and written communication skills
  • Ability to work under stress and pressure and respond to inquiries with tact, diplomacy and patience
  • Higher Secondary Education (High School Diploma) and generally one year of customer service or sales experience
  • Minimum 3 year proven success in a fast paced customer service position
  • Experience in a similar industry where you managed a significant sku base and product knowledge was extremely important (Manufacturing, automotive)
  • Associates degree required or 2 years of college preferred

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