Service Representative Job Description

Service Representative Job Description

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Service representative provides direction in interpretation and application of employee-related policies, practices and procedures as well as international laws if applicable, government regulations, and internal investigations to enhance consistency and maintain and improve the work environment of the facility.

Service Representative Duties & Responsibilities

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

Sample responsibilities for this position include:

Release collateral by preparing state-specific documentation for vehicle liens, UCC’s, real estate and possessory collateral
Research inquiries from Insurance Companies regarding Total Loss Claims
Prepare revisions for plan design changes and implement new plan design changes
Work closely with Implementation Team and new clients during the implementation process to successfully install new business
Preparing and mailing vehicle lien filing paperwork for all 50 states
Identifying document exceptions and requesting required documents from customers via mail
Making outgoing calls to bankers and third parties to ensure vehicle titles and lien releases are received
Researching and resolving titling and registration inquiries from customers, third parties, and bankers
Researching unperfected loans and determining required actions to perfect title
Providing exceptional support and assistance to customers, third parties, and bankers via phone

Service Representative Qualifications

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

Licensing or Certifications for Service Representative

List any licenses or certifications required by the position: CPR, ITIL, CCNP, CCNA, SITA, APA, NATE, ASL, GSL, PSL

Education for Service Representative

Typically a job would require a certain level of education.

Employers hiring for the service representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in General Education, Associates, Education, Business, Technical, Finance, Marketing, Business/Administration, English, Engineering

Skills for Service Representative

Desired skills for service representative include:

Policies & procedures and HIPAA regulations and to complete work in compliance of these and other standards
Release of Information standards
Current state laws regarding fee structure
HIPAA regulations facility policies and procedures in regards to release of information
Manager
Safety procedures to ensuring a safe work environment and reports safety concerns to Supervisor
Comply with Bank and industry codes of conduct and with securities laws and regulations
Tools
Ability to leverage that information in creating customized customer solutions
Values and practices that align customer needs and satisfaction as primary considerations in all business decisions

Desired experience for service representative includes:

Ability to work in a team environment individually
Perform daily administrative activities
Base salary + bonus
Comprehensive benefits package including health care, vision, & dental, 401(k) with company match
Vacation & company holidays
Personalized training & development program

Service Representative Examples

1

Service Representative Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of service representative. 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 service representative
  • Determine the necessity for underwriting reports on new business policies such as MVR’s (Motor Vehicle Reports), CBR’s (Credit Bureau Reports), CLUE (Comprehensive Loss Underwriting Exchange), and field inspections
  • Answer questions from agents via the telephone and E-mail
  • Send letters and memos to agents and policyholders including requests for additional information, coverage modification letters and cancellation letters
  • Assist agency staff by providing training on our computer systems via the phone
  • Prepare new business applications and changes for data entry
  • To liaise with and develop relationships with the market company and the dealer network in order to support the commercial activities of the company and its partners
  • Provide on-going support to Plan Administrator
  • Prepare revisions for plan design changes and implement new plan design changes •Manage target dates with clients and Advisors with respect to plan design changes
  • Member and Guest Check in Compliance
  • Point of Sales
Qualifications for service representative
  • Be able to handle a high volume of administrative tasks
  • Must be able to perform well in a team-oriented environment and work cooperatively with other team members to manage varying workload and collectively meet departmental goals
  • Prefer previous call/contact center experience a plus
  • Have the ability to read, write, fluently speak and understand the English language
  • Minimum three years of sales experiences preferably in fashion
  • Ability to thrive in a competitive, dynamic and quota-driven environment
2

Service Representative Job Description

Job Description Example
Our company is growing rapidly and is hiring for a service 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 service representative
  • Documents calls, written communications, made in an attempt to gather, or upon gathering the missing information needed to process the paperwork
  • Responds to inquiries or complaints received through phone calls or written correspondence concerning client accounts
  • Conducts basic diagnoses of internet software/hardware to troubleshoot client connectivity problems
  • Documents, in detail, client communications in the call tracking system and accurately updates client personal information as appropriate
  • Researches, resolves and makes decisions regarding various inquiries for clients, Financial Advisors (FA’s) and associates within RJA and RJF
  • Determines best method to resolve problems to ensure customer satisfaction while adhering to company policies
  • Advises Compliance or Sales Management of potential branch or client issues
  • Analyze cases for and determine level of complexity of the request
  • Contact the appropriate resource to assist in resolving the request
  • Accurately issue and endorse policies (including renewals and endorsements)
Qualifications for service representative
  • Able to work independently within operational guidelines
  • Able to handle stressful situations and be sensitive to political climate
  • Self-starter, diplomatic, and an effective problem solver, with high self-confidence and an outgoing personality
  • High level of efficiency, accuracy and reliability
  • Ability to operate as a team player and also use own initiative
  • Can learn quickly and share knowledge and best practices across the business
3

Service Representative Job Description

Job Description Example
Our company is searching for experienced candidates for the position of service 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 service representative
  • Base salary + incentive plan
  • Analyze cases for IGO (In Good Order) and resolve based on level of complexity of the request
  • Contact the appropriate resource to assist in resolving the request, if NIGO (Not in Good Order)
  • Documents calls, written communications, made to collect, or upon capturing the missing information needed to process the paperwork
  • To develop strong relationships with colleagues in different parts of the business and the dealer network in order to support the day to day commercial activities
  • Working with customers and key stakeholders to achieve query resolution in line with agreed service level standards
  • Support the efficient operation of the team and meeting deadlines
  • Achieve daily volume related targets
  • Work within defined and published processes to ensure compliance and customer satisfaction
  • Operate and comply within a framework of key business controls
Qualifications for service representative
  • Ability to establish priorities and to work with multiple tasks simultaneously
  • Ability to work under pressure and with a sense of urgency
  • Ability to work with a team and collaborate with others to accomplish common goals
  • Ability to work with various sistems at a time including but not limited to Outllook, Microsoft Office
  • Written and oral proficiency in English and Spanish
  • This position requires working sitting down and using telephone equipment
4

Service Representative Job Description

Job Description Example
Our company is looking to fill the role of service 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 service representative
  • Having a basic understanding of all courier routes in the area
  • Investigating customer complaints in-field (when necessary)
  • Ensuring that Health and Safety is the number one priority by complying with all safe work practices, policies, and processes and acting in a safe manner always
  • Assisting with accounts receivable with main responsibility involving accounts payable activities
  • Vouchering invoices for payment
  • Scanning and entering backup and other required paperwork into the system
  • Accurate daily data entry
  • Supporting 50+field members with AP related needs
  • Monthly P-Card reconciliations
  • Monthly processing of 500-700 vendor invoices
Qualifications for service representative
  • PC skills including knowledge of Windows Microsoft Office applications (Word, Excel, Power Point )
  • Able to type 55-60 wpm preferred
  • High call volume call center experience
  • Familiar with Specialty Care Clinic and High Referral Intake Volume
  • Proactive mindsets, diverse thinkers and lifelong learners are encouraged to apply
  • Minimum two years of work experience in Group Benefits and/or account management
5

Service Representative Job Description

Job Description Example
Our company is looking to fill the role of service representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for service representative
  • Demonstrate safe equipment use, ensuring that your customers’ operations are fully functional, and teams are properly trained
  • Manage equipment, parts, and inventory to control costs
  • Map out, arrange, and organize customers shop locations to properly administer our vendor managed inventory programs
  • Communicate with customers to gain potential growth opportunities and product line expansion
  • Provide feedback and suggestions from customers to management and sales team
  • Take inventory at customer sites
  • Work from daily schedule, work orders, verbal and written instructions
  • Receives and handles business customers’ request over the telephone, in person and by mail, for orders to install, change or remove items of service and equipment
  • Discusses, investigates and resolves customer inquiries and complaints regarding rates, bills, services, policies and practices
  • Contacts customer by telephone or written notice about overdue bills, makes decision regarding payment arrangements and extensions of time and overdue bills
Qualifications for service representative
  • Follow through on project completion
  • Problem solving sufficient to effectively analyze, research and resolve questions
  • High School Diploma or equivalent and one (1) to three (3) years client service experience
  • Know and navigate the ACAPS screens and the Administrative System (preferably)
  • Knowledge of credit applications and income adjustments
  • Knowledge of Individual Credit Rules and Procedures and state and federal credit regulations

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