![]() Initiate outbound phone calls to our prescribers and members.Sample job description #2 R oles & Responsibilities PC: Windows 10 compatible only (Cannot be Windows 7,8,9).Ability to communicate professionally with irate customers.Ability to maintain knowledge of company’s products and procedures.Excellent verbal and written communication skills.Previous insurance or financial services experience is a plus.1 year of call center customer service experience preferred but not required.Recognizes priority situations and understands when to notify appropriate parties. This role will perform corrections identified during the call and forwards corrections to the appropriate party for further processing or approval when necessary. In addition the CSR will identify concerns, asks appropriate questions, respond to inquiries in a concise and courteous manner while documenting all research findings thoroughly. They assist clients with questions regarding billing, policy coverage, underwriting, or contract changes. The CSR addresses verbal and written inquiries pertaining to term life insurance products and policies. The Customer Service Representative (CSR) delivers exemplary customer service to Primerica term life policyholders and agents. They must have solid computer skills and a good understanding of CRM systems and practices. A keen eye for detail and a desire to help others are also needed traits of an outbound customer service representative. Outbound customer service representatives also verify account information, ensure orders are processed correctly, and notify customers of unusual activity like an abnormal credit card charge. Exceptional verbal communication skills, a pleasant phone manner, and the ability to build strong relationships are important for outbound customer service representatives. They document all customer interactions in a CRM system. Excellent customer service skills and solid problem-solving ability are essential for this role.Ī typical day for an outbound customer service representative includes identifying customers’ needs, researching customer issues, and providing prompt, clear solutions via phone calls. They monitor inbound phone calls, emails, and online chat requests, and respond in a timely manner. They may also process customer payments and call customers about delinquent accounts. They may follow scripts when talking with customers. Start your free 14-day TalentLyft trial.An outbound customer service representative contacts customers who have made inquiries or have concerns related to their account, purchase experience, or product use. Adaptable to different personality typesĭo you use a modern recruitment software? If not, you're missing out.Strong phone and verbal communication skills.Track your own work on a daily basis and compare to banchmarks.Previous experience in a customer support role.Meet qualitative and quantitative targets.Follow our customer engagement strategy.Build strong relationships with customers.When assigned, attend educational seminars.Keep records of all conversations in our call center database in a comprehensible way.Follow our company's communication “scripts”.Recognize opportunities to upsell our products and services.Research every issue and provide solutions to them.Identify customers’ needs and wants, give your best to clarify information.Manage inbound and outbound customer calls in a timely manner. ![]() ![]() Call Center Representative duties and responsibilities You main goal will be to effectively address customer issues, complaints and inquiries in a timely manner. We are looking for a Call Center Representative to join our team! As a Call Center Representative, you will be the main liaison between our company and current and potential customers. Call Center Representative job description In order to attract Call Center Representative that best matches your needs, it is very important to write a clear and precise Call Center Representative job description. Their main responsibility is to provide all the necessary answer and assistance to customers ensure customer satisfaction. Use it to save time, attract qualified candidates and hire best employees.Ĭall Center Representatives are general responsible for handling large amount of customer calls. It is customizable and ready to post to job boards. Resources / Templates / Job Descriptions / Customer Service / Call Center Representative This Call Center Representative job description template includes the list of most important Call Center Representative's duties and responsibilities.
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