Customer SVC Job Description

Customer SVC Job Description

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Customer SVC provides assistance and guidance to staff regarding digital banking policies and procedures; recommends updates to procedures, as needed.

Customer SVC Duties & Responsibilities

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

Sample responsibilities for this position include:

Provides accurate information to guests and visitors regarding unit specific policies regarding gifts or other items that can be brought onto the units
Interpret and enforce agency policies and procedures to ensure adherence
Perform, track and log all transactions performed related to participant across multiple plans multiple clients
Assist internal and external customers with requests and inquiries, resolving first and second tier customer service calls
May complete and process orders
Verify contact information
Provide customers with referrals to other UTC business units for such as Kidde, Carrier Transicold, Carrier Commercial Service
Understands aspects of billing systems as it pertains to policy coverage
Utilizes on-line reference materials to provide confident, accurate, and efficient information
Builds rapport with each customer, both internal and external, and actively listens and responds to requests

Customer SVC Qualifications

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

Licensing or Certifications for Customer SVC

List any licenses or certifications required by the position: BLS, VLSS, PMP

Education for Customer SVC

Typically a job would require a certain level of education.

Employers hiring for the customer SVC job most commonly would prefer for their future employee to have a relevant degree such as High School and Bachelor's Degree in Technical, Supervision, Training and Development, Education, Associates, Business, Computer Science, Graduate, Electronics, High School Education

Skills for Customer SVC

Desired skills for customer SVC include:

Computer applications and data entry skills
Financial aid policies and procedures
Student business services policies and procedures
Policies
Financial aid policies and procedures and student business services policies and procedures
Salesforce and Service Now
AC/DC theory
Analog and digital transmission
Bad debt and collection procedures
Charity

Desired experience for customer SVC includes:

1 year+ Experience working in a Coordination or Interview Scheduling intensive position
2-3 years related professional experience (customer service, sales support, or account management)
Demonstrate strong organizational skills to effectively manage multiple concurrent projects to meet required timelines
Ability to excel in a fast-paced environment with specific attention to detail
Strong business communication skills, both written and verbal, with the ability to effectively communicate with all levels of internal and external stakeholders and support functions
Strong understanding of Personal Insurance Departments and operations

Customer SVC Examples

1

Customer SVC Job Description

Job Description Example
Our company is growing rapidly and is looking for a customer SVC. 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 SVC
  • Proficiently utilizes on-line reference materials to provide confident, accurate, and efficient
  • Coaches Service personnel on customer satisfaction skills and allocates and monitors daily workflow
  • Effectively process service requests from Prudential and EAM Field Agents provide complete coverage and rate information related to a specific policy
  • Uses expertise to actively participate in and lead LMS initiatives
  • Coaches Service personnel on customer satisfaction skills, influencing skills, and ways to actively identify quotation opportunities
  • Triages specific and complex inquiries to appropriate resource (management, clinical call center, billing call center)
  • Identifies unusual events or consistent problem areas and addresses with management
  • Inbound and outbound calls, emails, and correspondence to respond to endorsement/change requests, billing questions, policy reviews
  • Manages internal external resources with a team size less than 20 people
  • Manages a staff of Customer Service Representatives in a positive, professional manner
Qualifications for customer SVC
  • Identify, control and escalate high cost claims
  • Investigate claims for possible abuse and fraud
  • May facilitate training and coaching when considered topic subject matter expert
  • Escalate unresolved claims, complaints and high costs claims to Service Delivery Leader for guidance
  • Strives to deliver consistently excellent customer service internally and externally
  • Educated to minimum A-Level standard (or equivalent level of experience)
2

Customer SVC Job Description

Job Description Example
Our growing company is looking to fill the role of customer SVC. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer SVC
  • Designs the organization for optimal customer service and promote excellence by providing superior service to each customer
  • Develops and implemenst customer service strategies to attain budgeted sales dollars
  • Determines service requirements and standards
  • Resolve escalated problems as needed
  • Ensure accurate and prompt order and credit processing
  • Serves as liaison between the program/administrative/technical operation and clients
  • Enters data from forms, records and/or reports using a computer
  • Retrieves, screens, opens and distributes incoming mail
  • The ideal candidate must be able to multi-task in a fast-paced environment
  • Working in a team environment is crucial to this role
Qualifications for customer SVC
  • Property and Casualty License in State of Virginia required
  • Industry knowledge of product, coverage contracts, and underwriting guidelines preferred
  • Ability to perform duties - sedentary for majority of day
  • Make customers and their needs a primary focus of one’s actions
  • Maintain stable performance under pressure or opposition (such as time pressure or job ambiguity)
  • Possess, acquire, and maintain the technical/professional expertise required to do the job effectively and to create effective customer solutions
3

Customer SVC Job Description

Job Description Example
Our innovative and growing company is looking for a customer SVC. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer SVC
  • Strong communication skills and adaptable to change
  • Supervise calls, emails, work flows and coordinate scheduling of all personnel
  • Collaborate with the Learning and Development Specialist, QA Analyst and management team to provide effective training to new employees while satisfying productivity standards
  • Comply with Agency Performance Management Policy through frequent feedback to agents on call handling and productivity
  • Utilize the Performance Management Policy to ensure proper tactics are implemented when necessary to improve overall agent performance
  • Address challenges in a manner that displays great leadership and creative problem solving skills while displaying ethical behavior
  • Promote high morale and teamwork within the department
  • Strong utilization of change management and process improvement skills
  • Implementation of contact center best practices and standards
  • Assist customers by phone with questions or concerns de-escalation skills
Qualifications for customer SVC
  • Set high standards of performance for self
  • Ability to defuse conflicts and handle stressful situations in a positive manner
  • Strong interpersonal skills, professionalism, and customer service orientation
  • Ability to work independently, meet specific goals and objectives
  • Good working knowledge of internal billing systems
  • Knowledge of insurance and third party payment
4

Customer SVC Job Description

Job Description Example
Our company is looking for a customer SVC. 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 SVC
  • Review calls for quality and technical compliance
  • Train and develop team leaders
  • Manage call volume
  • Be responsible for taking customer orders via telephone and fax (all calls are to existing customers) & input orders & credits into system
  • Processes re-authorization/referrals
  • May assist with billing and collection functions
  • Internal teamwork with other partner groups (Call Center, Contract Admin, Operations, Engineers ) to resolve customer problems and strive to achieve complete customer satisfaction
  • Generates written responses to customer inquiries
  • Responds to Open Records Requests and other inquiries within the required three business days of receipt
  • Properly redacts files in accordance with state law before records are released
Qualifications for customer SVC
  • College degree or equivalent insurance experience required
  • Must have a valid driver’s license with reliable transportation
  • Proficient in computer skills for Microsoft Outlook, Word, and Excel
  • One year of healthcare insurance billing or collection experience
  • 6+ months customer service or call center experience
  • Excellent computer skills including fast and accurate data entry and familiarity with MS Office products
5

Customer SVC Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of customer SVC. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer SVC
  • Retrieves computer records and ensures that databases and logs are properly updated
  • Compiles requested records from appropriate work unit in the required timeframe
  • Maintains a thorough knowledge and understanding of the services and programs provided within the Department
  • Responds to subpoenas and other requests as directed by supervisor
  • Answers inbound calls in a timely manner
  • Follow communication “scripts” when scheduling the appropriate appointment
  • Identify customers’ needs, clarify information, provide solutions, refer programs/resources
  • Enters new client information into the system
  • Updates existing client information
  • Able to adapt to changing policy and procedures
Qualifications for customer SVC
  • The ability to work Monday through Friday and Sunday
  • Fiber experience
  • To be Accountable for establishing and maintaining a satisfactory long-term relationship with customer, managing customer expectations, and contributing to full-cycle customer satisfaction feedback
  • Providing professional and timely Monthly Customer Reports, where required and as agreed, on all aspects of operational service including measurements against SLAs and (if the Customer has subscribed to Extended Service Support) incidents reported and changes implemented during the month
  • Managing Service Improvement Programs (SIPs) to address any performance issues, track actions required to resolve recurring incidents or problems, and ensure that all aspects of the Customer’s service are optimized
  • Arranging and attending regular remote Customer meetings, usually once per month, to review the Monthly Customer Report and Service Improvement Program

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