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Job Description

Customer Service Representative

Job Description

Document #: CUST SVC-JOB-0003 Version #: 0.0
Document Owner: R. McQueen Date of Last Update: 09/15/1998
Written By: R. McQueen Status: In Development


   

General Description

Summary The Customer Service representative plays a very important role in the organization and is the primary liaison between the customer and Demo Organization.
Principal Duties Responsible for:
(1) Properly taking phone orders
(2) Submitting orders to Order Entry
(3) Handling all customer inquiries
(4) Account collection
Authority The Customer Service representative should fulfill the duties assigned to this position and obtain authorization from management to react to any deviations to standard policy.
Reports Directly to Customer Service Supervisor
If engaged in any special projects, would also report to Project Leader.
Departments/Areas: Customer Service
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Requirements

Working Conditions General office environment with dedicated PC and telephone head set.
Training/Experience Standard Company Policies
Customer Service Policies and Procedures
High school equivalent or higher
Must have clear, understandable phone presence. Superb problem solving skills. Ability to deal with anxious customers and follow through quickly with problem resolution.
Definitions CIS ACCT
The CIS computer system accounting form information
CIS CASM
The CIS computer system account service manager form
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Performance Guidelines

Guidelines Occasionally customer service calls will be monitored in order to access the level of customer satisfaction. The representative must respond to all calls with a polite and pleasant attitude.
Measurements Number of calls handled.
100% attendance
The representative should have no complaint reports. Superior performance is based on the ability to quickly solve customer problems, submit orders error-free, and having a perfect attendance record. Quarterly bonuses are awarded to representatives with superior performance.


Examples The customer service representative is expected to handle at minimum 10 calls in one hour.
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Records

Orientation Training
Retention Period:1 Year
Responsible:Customer Service Manager
Order Entry Forms
Retention Period:5 years
Responsible:Customer Service Manager
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Document Control

Revision History

Ver. 0.0 09/15/1998

Contributing Authors

The following are subject matter experts who contributed to this document:
R. McQueen
S. Alexander
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