Customer Specialist Job Description

Customer Specialist Job Description

178 votes for Customer Specialist
Customer specialist provides a customer friendly service experience for customers with questions or issues related to health care, health insurance (benefits, claims, premium payments, membership, billing and enrollment).

Customer Specialist Duties & Responsibilities

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

Sample responsibilities for this position include:

Provide transportation requests to Logistics department
Proactively update and Respond timely to customer inquiries, primarily via email and telephone to our expected KPI’s
Provide customer assistance and support primarily via phone, email for technical and customer account queries/issues to both US Federal customers other customers from around the globe
Investigates and resolves customer deductions by contacting internal departments and customers
Traces lost and short-shipment claims by running tracers for proofs of delivery and payment
Identifies, researches, and resolves customer issues
Handle inbound written support inquiries
Meet answer rate, average handle time, customer satisfaction, and additional objectives as provided
Submit enhancement request on the client’s behalf if the desired functionality does not currently exist in the software
Participate on Customer Focus Team

Customer Specialist Qualifications

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

Licensing or Certifications for Customer Specialist

List any licenses or certifications required by the position: CAPM, ASE, PMI, ASQC, LOMA, A.P, S.E, MBB, BB, PC

Education for Customer Specialist

Typically a job would require a certain level of education.

Employers hiring for the customer specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Business, Associates, Technical, Graduate, Business/Administration, Engineering, Management, Marketing, General Education

Skills for Customer Specialist

Desired skills for customer specialist include:

Available financing options
Titles and extended service policies
Company and industry as a whole
Insurance company and medical service provider vocabulary desirable
Claims processing and appeals procedures
Health care claims and health insurance industry
Microsoft applications and outstanding customer service
Commercial lending operations

Desired experience for customer specialist includes:

Must have the ability to work independently with minimal supervision, work in a team oriented environment
Excellent verbal and written communication skills in Brazilian Portuguese
Working Knowledge of Salesforce, database concepts and terminology, Internet software (requirement but not essential)
Minimum of 2 years of account manager or customer service experience required
Benefits experience - Health and Welfare
Professional dress code required for external internal training, workshop and all customer events

Customer Specialist Examples


Customer Specialist Job Description

Job Description Example
Our company is growing rapidly and is looking for a customer specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for customer specialist
  • Practices excellent interpersonal, written, and verbal communication skills, as our department works with customers, co-workers from many departments, and senior management
  • Identifying the appropriate key customers and mapping the existing business relationships
  • Ensures installation of Kitchens and Counter tops is completed at the highest level of quality
  • Assists in developing solutions and providing feedback on all matters of installation, including planning, completeness of orders, timeliness of installation, and any other kitchen customer concerns
  • Conveys capability to complete all tasks of the After Selling and Payment Co-workers and supports on the floor during peak times
  • Identifies and reports quality issues based on data gathered in returns (CASY/Safety Alarm)
  • Manages customer service desk
  • Investigates problems, develops solutions, prepares reports, and provides feedback into Regional/Central office and works with Independent Service Provider (ISP) daily to resolve customer complaints
  • Promptly answer telephone calls and Customer service requests (web forms/email)
  • Ensure that all Customer service requests are resolved completely and to the Customer’s satisfaction
Qualifications for customer specialist
  • Scripting capabilities a plus (PHP, Ruby, Python)
  • Ability to maintain pleasant, helpful, professional tone
  • Ability to actively listen and respond to the caller’s request appropriately
  • Ability to quickly and accurately enter caller demographic information in a database
  • Strong proficiency in Windows based software (Excel, Word, Access, power-point), adidas group software (SIM, IB, ILS, RMS, eRooom, ), experience with SAP is preferred
  • Fluency in English and Greek

Customer Specialist Job Description

Job Description Example
Our company is growing rapidly and is hiring for a customer specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer specialist
  • Escalating back order parts issues per policy to determine parts availability and inform the customer
  • Maintaining contact with National Commercial and Consumer accounts
  • Communicating effectively with internal customers (within this and other departments) on the status of requests, and assists in determining corrective action to ensure customer satisfaction
  • Working closely with Field Service Administration, Field Service, ISO's, Supply Chain and Accounts Receivable to ensure issues are escalated and resolved
  • Responsible for the integrity of data entered into the billing system, applying expertise and caution to ensure accordance with relevant regulations, local requirements and Company policies
  • Reviews records to be keyed in detail, taking care to validate data against source documents and reconcile variances
  • Monitors daily workload and resolves deficiencies in required documentation, communication and/or data
  • Builds relationships with the Customer Service and Sales departments through open and objective communication
  • Recognizes out of scope activities, the impact of issues, delays and changes, and communicates with involved parties and/or management as needed
  • Maintains a positive, results oriented work environment, collaborating with fellow team members to achieve Company standards and expectations
Qualifications for customer specialist
  • Provides direct feedback to appropriate parties as required based on the outcome of the investigation
  • Provides periodic updates to departmental management on outcomes of various complaints handling
  • Develop training opportunities based on trends identified over time
  • Investigate and resolve service alerts and complaints generated from the Beneficiary Surveys
  • Review and respond to internal customer inquiries received by the claims team
  • Audit and Risk Assessment Support planning, coordination and resolution of any potential audit or risk assessment items

Customer Specialist Job Description

Job Description Example
Our company is searching for experienced candidates for the position of customer specialist. 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 specialist
  • You will partner with Customer Excellence Leader to drive quality improvements in PS APAC Region using Continuous Improvement methodologies
  • Work with a cross-functional team in Field Services, Repairs, Parts, Engineering and the Global Supply Chain (GSC) to execute the establishment and measurement of customer facing metrics …
  • Focus on “How to deliver”, and work with Inquiry-To-Order (ITO)/Order-to-Remittance (OTR) teams to achieve World’s Best running Fleet with an exceptional customer service
  • Improve systemic issue on our customer response “time and quality”, through better reports
  • To ensure the data requirements of BT Consumers marketing, analytics, reporting and data teams are captured, interpreted and managed into strategic delivery
  • To manage data requirements capture, understand data gaps, and to work with internal partners and external suppliers in acquiring data providing expert thought leadership
  • To lead in how customer (and other) data needs to be interpreted and therefore modelled within the Enterprise Data Warehouse, owning specific Integrated Layer subject area data models including sign off for any changes
  • To own specific “Analytic” Layer datasets
  • To ensure all data is compliant with current UK privacy law and EU directives
  • To ensure that all data acquired is fully described/understood and communicated using appropriate tools
Qualifications for customer specialist
  • Life Insurance and Claims experience a plus
  • Self starter with proven ability to work independently, with little management involvement, on multiple task with commitment to resolution
  • Basic understanding of legal and regulatory environment
  • Knowledge of players in the telecommunications industry and competitive landscape
  • Familiarity with web technologies and languages
  • Through research and analysis, provide data insights to the AWS sales teams to help win or grow sales opportunities in the field

Customer Specialist Job Description

Job Description Example
Our growing company is hiring for a customer specialist. 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 specialist
  • Exercise independent judgement in order to resolve merchant issues, using data-driven research and analysis core decision-making skills to protect the company against financial loss
  • Negotiating with merchants in relation to contract disputes and legal settlements that affect the company’s bottom line
  • Review post feature changes to deals which have a potential negative impact on gross revenue and/or customer satisfaction
  • Ensure that all complex cases are resolved to a satisfactory level and in a timely manner
  • Execute and manage payment reconciliations and dispute handling
  • Be available to perform additional tasks set by the Manager on an ad hoc basis
  • Record and process received disputes to include determining the appropriate dispute classification, ordering new and reviewing existing documentation to investigate and resolve the dispute, preparing correspondence (letters, emails, and/or faxes), following up with investigation via telephone, email and/or fax, and electronically filing all documentation according to policy and procedure
  • Pre-screen of all customer loan application supporting documents to ensure accuracy of phone application
  • Packaging ready for submission through to a dedicated ICAT assessor
  • Ongoing task management of customer activity from applications received to unconditional approval
Qualifications for customer specialist
  • Sarbanes Oxley (SOX) Support quarterly and year end activities for Policy Administration
  • Support Business Continuation and Records Retention processes
  • Work as a team with AWS account managers to directly support key customers with their purchasing needs
  • Not afraid to roll up your sleeves and leverage all available resources and find creative solutions to uncommon customer issues
  • Become a subject matter expert and educate account managers and customers on best practices for optimizing AWS costs
  • Craft monthly business reviews to AWS leadership to surface key business insights from the field and advocate for our customers

Customer Specialist Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of customer specialist. 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 specialist
  • Quality Assurance standards met and exceeded whilst keeping our customers up to date at every milestone call
  • Chasing up any required documents from our customers at any stage between point of sale and FAA
  • Verifies and confirms trucking documentation is completed in accordance with established company and regulatory requirements
  • Writing or revising descriptive and procedural documents for the intended users
  • Researching content and audience information
  • Interviewing the subject matter experts (SMEs) to develop customer documentation
  • Ensuring quality in the product documentation, that is, delivers documents that meet Nokia documentation standards
  • Of style, writing quality, and format for online help, electronic documents, and technical manuals
  • Working with cross-functional teams to identify risks, solve problems, determine content requirements, and maintain
  • Resolves customer issues via phone, email, or chat relating to back-orders, delivery information, and other order fulfillment duties, such as processing customer consignments
Qualifications for customer specialist
  • 2-6 years of technology related sales support and/or business development
  • Ability to manage your own schedule to meet the needs of your customers and sales partners
  • BA/BS degree required or equivalent experience
  • A technical background and understanding of cloud computing a plus
  • Contract Management /Finance/Customer Service background is preferred
  • Advanced written and spoken English skill

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