Customer Relations Representative Job Description
Customer Relations Representative Duties & Responsibilities
To write an effective customer relations representative job description, begin by listing detailed duties, responsibilities and expectations. We have included customer relations representative job description templates that you can modify and use.
Sample responsibilities for this position include:
Customer Relations Representative Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Customer Relations Representative
Typically a job would require a certain level of education.
Employers hiring for the customer relations representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Education, Marketing, Business/Management, Sound, Business/Administration, Computer, General Education, Business, Associates, Arts
Skills for Customer Relations Representative
Desired skills for customer relations representative include:
Desired experience for customer relations representative includes:
Customer Relations Representative Examples
Customer Relations Representative Job Description
- The Customer Relations Representative requires in-depth understanding of managed care systems and the ability to translate those concepts to patients and providers
- Effective communication skills and the ability to handle difficult callers are as critical as good judgment and decision-making skills
- Strong interpersonal relations and team building skills are a requirement for internal and external purposes
- Experience in a call center environment is essential
- Supporting the values of PH&S-CA and proven ability to use team concepts to enhance shared leadership philosophies are essential for the success of this position
- The Customer Relations Representative is responsible for answering incoming calls from patients, providers, health plans, and hospitals and providing accurate information to the caller
- This position reports to the Manager, Patient, Provider, Health Plan Relations & Compliance
- Performs job activities in accordance with PH&S-CA Mission and Core Values, maintaining confidentiality while creating and maintaining a work environment that affirms and fosters respect for human diversity
- Support international sales manager and three outside domestic sales representatives
- Monitor status of sales orders
- Willing to work voluntary and/or involuntary overtime as needed
- Working knowledge of Regulatory compliance related to Privacy, Anti-Money Laundering (AML) Anti-Terrorist Financing (ATF), Know Your Customer (KYC) requirements, Financial Consumer Agency of Canada (FCAC), Canada Deposit Insurance Corporation (CDIC) and Occupational Health & Safety (OHS) SSI guidelines/processes
- Support shipping and invoicing department
- Receive sales calls evenings and weekends
- Communicate with QTI plant personnel evenings and weekends regarding customer orders
- Comply with all applicable HSE requirements as specified in Quality Tubing’s HSE Operational Requirement for Roles and Responsibilities
Customer Relations Representative Job Description
- Evaluates customer or dealer requests for assistance on Yamaha products
- Performs various administrative tasks or special assignments within the department as needed
- Assure retention of diplomates through 1 month, 3 month and 6 month recertification reminder notices
- Handle customer complaints and escalation requests related to administration errors and requests for change in equipment and service product orders
- Follow up with customers on resolution of issues until satisfaction is reached (measured via satisfaction KPI’s)
- Lead all customer relations activities by example and use your natural ability to influence others towards a desired outcome
- Update sales and service administrative documentation (price lists, product definition, key account, pick, league table) as required in collaboration with North America Brand Manager, and North America Service Manager
- Update and publish administrative information to the business
- Process critical sales orders for equipment, service work and parts
- Monitor and manage unprocessed service calls to ensure maximization of invoicing for each week
- Experience in the Powersports industry is strongly preferred
- Another relevant (European) language preferred
- Build appropriate rapport with customers
- Patiently and attentively listen to client needs
- This position may require frequent traveel
- Monitor and manage rentals, loans and refurbishments via the equipment inventory portal
Customer Relations Representative Job Description
- Facilitate effective communication with customers, the field sales and service teams, OEM, external representatives and internal functions, engineering, , relating to completion of customer orders and resolution of application/delivery issues
- Prepare basic equipment, service and part proposals using the system tools (auto-quote and calculators)
- Handle a high volume of inbound customer and agency calls to assist with questions and concerns
- Conduct some outbound calls for timely follow up where appropriate
- Operate switch board and direct calls to appropriate department
- Identify callers’ needs, clarify information, conduct research and provide solutions and/or alternatives
- Handle calls with diplomacy, empathy and professionalism
- Build sustainable relationships and engage customers/agents by going the extra mile
- Review and accept customer payments according to policy
- Log call details/resolution in call center database for appropriate tracking and metrics
- Minimum of two years of relevant and progressive experience in area of specialization
- Enterprise Resources Planning software (SAP/ERP) and Customer Relationship Management (MSDynamics) system
- Promote customer satisfaction by proactively addressing any needs they may have in a professional and personable manner
- To be successful in this role, you, be passionate about delivering an exceptional service to customers by assisting them with their enquiry
- Meet individual and team qualitative and quantitative targets
- Previous experience in a customer service / support role
Customer Relations Representative Job Description
- First and foremost, build and sustain strong customer relations by helping diplomates with all of their needs through excellent customer service via phone and email
- Approve applicants to sit for NCCAOM exams through a third-party exam vendor
- Assist customers with licensure verifications through state medical/acupuncture boards
- Process map development
- Run customer order reports to proactively get orders shipped
- Manage OEM customer accounts including daily shipping releases, creating shipping orders, coordinating with JCI production Control team
- Be available for weekend work including in-office and working from home on assigned weekends, home wi-fi required, be available to cover other shifts as required
- Process change orders, credits, and product return authorizations
- Manage OE customer’s special orders
- Coordinate Intercompany batteries shipments
- Must have strong customer relations experience
- In-house troubleshooting
- Knowledge of delivery and payment terms
- Must have a professional telephone manner with the ability to maintain composure
- Experience with Customer Relations related programs including TLC, ARD, Cirrus, and RefundPro preferred
- Experience using Aspect preferred
Customer Relations Representative Job Description
- All other duties as assigned by the Customer Service Manager
- Develop strong relationships with all customer contacts and facilities
- Accept, build, and schedule all customer shipments, including all pertinent information and documentation
- Manage daily load board and take responsibility for ensuring that loads are serviced properly
- Build and maintain respectful relationships with carrier department
- Ensure loads are tracked and updated in timely manner
- Identify and communicate (potential) problems to the appropriate parties and provide solutions
- Update and resolve incidents regularly
- Understand commitments, policies, contracted rates, accessorial schedules, fuel schedules, vendor agreements, KPI’s and challenges for each account
- Act as a liaison between the credit bureaus (or other vendors) and consumers
- Experience using Microsoft Office preferred
- General familiarity with filing
- Knowledge of composing various kinds of correspondence
- 2+ years' experience of demonstrated performance in a goal-driven & customer-focused environment preferred
- Supportive, positive attitude with a professional demeanour applied to all tasks
- The ability to communicate and work in an organized manner with multiple departments and computer systems, Microsoft Outlook and Excel experience is preferred