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Wellvana

Customer Service Representative

Posted 3 Hours Ago
Be an Early Applicant
In-Office or Remote
4 Locations
35K-56K Hourly
Junior
In-Office or Remote
4 Locations
35K-56K Hourly
Junior
Provides customer support across phone, email, chat, social media, and in-person channels. Resolves complaints, processes orders, updates accounts, answers product and service questions, documents interactions, and coordinates with internal teams. The role also supports retention and sales initiatives, maintains accurate CRM records, follows service procedures, and meets customer satisfaction, response-time, quality, and attendance standards.
The summary above was generated by AI

The Customer Service Representative (CSR) is responsible for providing excellent customer support by answering inquiries, resolving complaints, processing orders, providing product or service information, and ensuring customer satisfaction. This position serves as a primary point of contact between the company and its customers, helping build positive relationships and maintain the company's reputation for quality service.

The ideal candidate is professional, patient, friendly, detail-oriented, and capable of communicating effectively while handling multiple tasks in a fast-paced environment. The Customer Service Representative must demonstrate strong problem-solving skills, maintain accurate customer records, and follow company policies and procedures.

Key Responsibilities and Duties

1. Customer Support and Communication

  • Respond promptly and professionally to customer inquiries by phone, email, live chat, social media, or in person.
  • Provide accurate information about company products, services, policies, pricing, and procedures.
  • Listen carefully to customer concerns and identify their needs.
  • Maintain a friendly, courteous, and professional attitude during all customer interactions.
  • Explain processes, instructions, and solutions clearly and effectively.
  • Follow up with customers to confirm that their questions or concerns have been resolved.
  • Build and maintain positive customer relationships to encourage loyalty and repeat business.

2. Problem Resolution and Complaint Handling

  • Investigate customer complaints and work toward timely, appropriate resolutions.
  • Address billing questions, order issues, service delays, product concerns, returns, and other customer-related problems.
  • Remain calm and professional when interacting with frustrated or dissatisfied customers.
  • Identify the root cause of customer concerns and recommend practical solutions.
  • Escalate complex issues to supervisors, managers, or the appropriate department when necessary.
  • Document complaints, actions taken, and final resolutions accurately.
  • Follow company guidelines when processing refunds, replacements, credits, or service adjustments.

3. Order Processing and Account Management

  • Receive, review, and process customer orders, service requests, and account updates.
  • Verify customer information and ensure records are complete and accurate.
  • Assist customers with order status, delivery schedules, cancellations, returns, and exchanges.
  • Update customer accounts, contact information, preferences, and service details as authorized.
  • Coordinate with sales, billing, shipping, operations, and other departments to address customer needs.
  • Track outstanding requests and ensure appropriate follow-up until completion.

4. Product and Service Knowledge

  • Develop and maintain a strong understanding of the company's products, services, policies, and procedures.
  • Explain product features, service options, eligibility requirements, and usage instructions.
  • Help customers select suitable products or services based on their needs.
  • Stay informed about new products, policy changes, promotions, and service updates.
  • Refer technical or specialized questions to the appropriate team when necessary.

5. Recordkeeping and Documentation

  • Maintain accurate records of customer interactions, inquiries, complaints, and resolutions.
  • Enter relevant information into customer relationship management (CRM) systems, databases, and other company software.
  • Record orders, payments, refunds, service requests, and follow-up activities as required.
  • Protect confidential customer and company information.
  • Follow established procedures for documentation, data entry, and record retention.
  • Prepare reports or summaries regarding customer concerns, service trends, and recurring issues when requested.

6. Sales Support and Customer Retention

  • Identify opportunities to recommend relevant products, services, upgrades, or additional solutions when appropriate.
  • Support sales initiatives without using high-pressure or misleading tactics.
  • Inform customers about promotions, new offerings, and available service options.
  • Help resolve issues that could affect customer satisfaction or retention.
  • Refer qualified leads or sales opportunities to the appropriate team.
  • Contribute to customer loyalty and the company's overall business objectives.

7. Teamwork and Department Coordination

  • Collaborate with colleagues, supervisors, and other departments to resolve customer issues.
  • Communicate important customer feedback and recurring problems to management.
  • Participate in team meetings, training sessions, and performance reviews.
  • Assist team members during busy periods when needed.
  • Follow company policies, service standards, and established workflows.
  • Contribute to a positive, respectful, and productive work environment.

8. Quality Assurance and Performance

  • Meet established customer service standards and performance expectations.
  • Maintain appropriate response times, call handling quality, accuracy, and professionalism.
  • Follow approved scripts, procedures, and communication guidelines where applicable.
  • Participate in coaching and training to improve customer service skills.
  • Identify opportunities to improve customer support processes and service quality.
  • Maintain dependable attendance, punctuality, and readiness to perform assigned duties.

Required Qualifications

  • High school diploma or equivalent preferred; additional education may be required for certain industries.
  • Previous customer service, call center, retail, administrative, or customer-facing experience preferred.
  • Strong verbal and written communication skills.
  • Excellent listening, interpersonal, and problem-solving abilities.
  • Basic computer proficiency and the ability to learn customer service software.
  • Strong attention to detail and accurate data-entry skills.
  • Ability to manage multiple tasks and prioritize responsibilities effectively.
  • Ability to remain calm, patient, and professional in challenging situations.
  • Willingness to learn company products, services, and procedures.
  • Ability to work independently and collaboratively as part of a team.

Preferred Qualifications

  • One or more years of experience in customer service or a related field.
  • Experience using CRM platforms, ticketing systems, call center software, or customer databases.
  • Familiarity with Microsoft Office, Google Workspace, or similar business applications.
  • Experience handling customer complaints, returns, billing questions, or account inquiries.
  • Experience meeting customer satisfaction, quality assurance, or service-level targets.
  • Additional language skills relevant to the company's customer base.
  • Industry-specific knowledge, certifications, or technical skills where applicable.

Essential Skills and Competencies

The successful candidate should demonstrate:

  • Communication: Communicates clearly, professionally, and respectfully.
  • Active listening: Understands customer concerns before offering solutions.
  • Empathy: Recognizes customer frustrations and responds with patience and understanding.
  • Problem-solving: Evaluates situations and identifies appropriate resolutions.
  • Conflict resolution: Handles difficult conversations calmly and constructively.
  • Organization: Manages customer requests, documentation, and follow-up tasks efficiently.
  • Attention to detail: Maintains accurate records and minimizes errors.
  • Time management: Prioritizes tasks and meets response and resolution deadlines.
  • Adaptability: Adjusts to changing customer needs, systems, and procedures.
  • Teamwork: Cooperates with colleagues and other departments to achieve shared goals.
  • Professionalism: Maintains a positive attitude and follows company standards.
  • Confidentiality: Handles personal, financial, and business information responsibly.

Work Environment and Physical Requirements

  • Work may be performed in an office, call center, retail location, service facility, or remote setting.
  • The position may require extended periods of computer use and telephone communication.
  • Employees may be required to sit or stand for extended periods, depending on the work environment.
  • The role may involve frequent customer interactions, changing priorities, and time-sensitive requests.
  • Some positions may require evening, weekend, holiday, or rotating shifts.
  • Reasonable accommodations should be provided in accordance with applicable laws.

Performance Metrics and Evaluation

Performance may be evaluated using the following measures, as appropriate for the role:

  • Customer satisfaction scores (CSAT).
  • First-contact resolution rate.
  • Average response and resolution times.
  • Call quality and communication standards.
  • Accuracy of customer records and order processing.
  • Customer complaint resolution and escalation rates.
  • Adherence to attendance and scheduling requirements.
  • Compliance with company policies and procedures.
  • Customer retention and service-related sales goals, where applicable.

Performance targets should be reasonable, clearly communicated, and appropriate to the complexity of customer requests.

Training and Development

The Customer Service Representative will receive training on company policies, products and services, customer communication standards, software systems, privacy requirements, and complaint resolution procedures. Ongoing coaching and professional development may be provided to improve performance, expand product knowledge, and support career advancement.

Compensation and Benefits

Compensation will be determined by the employer based on experience, qualifications, location, and job responsibilities. Benefits may include:

  • Competitive hourly wages or salary.
  • Health, dental, and vision insurance, if offered.
  • Paid time off and holidays, subject to company policy.
  • Retirement savings plans, if offered.
  • Employee discounts or incentive programs, where applicable.
  • Professional training and advancement opportunities.
  • Flexible scheduling or remote-work options, where available.

Specific compensation and benefits should be confirmed in the final job posting.

Equal Employment Opportunity

The company is committed to providing equal employment opportunities in accordance with applicable laws. Employment decisions are based on relevant qualifications, skills, experience, and business needs. Reasonable accommodations will be considered for qualified individuals with disabilities, as required by applicable law.

Disclaimer

This job description outlines the general duties, responsibilities, and qualifications associated with the Customer Service Representative position. It is not intended to be an exhaustive list of all job requirements. Responsibilities may change based on business needs, provided such changes are consistent with applicable laws and company policies.

Acknowledgment: The employee may be asked to acknowledge receipt and understanding of this job description as part of the company's onboarding process.

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