Customer Service Professional

Customer Service in itself is a well established role. Though today every industry and every professional is customer centric, still companies hire a large number of employees having proper customer service training. Let's go through the below mentioned points to understand what does a customer service representative do, what qualities and what skills do they have to be trained in.

Customer service representative duties:

  • Open and maintain customer accounts by recording account information

  • Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution

  • Maintain financial accounts by processing customer adjustments

  • Recommend potential products or services to management by collecting customer information and analyzing customer needs

  • Prepare product or service reports by collecting and analyzing customer information

  • Contribute to team effort by accomplishing related results as needed

  • Manage large amounts of incoming calls

  • Generate sales leads

  • Identify and assess customers' needs to achieve satisfaction

  • Build sustainable relationships of trust through open and interactive communication

  • Provide accurate, valid, and complete information by using the right methods/tools

  • Meet personal/team sales targets and call handling quotas

  • Handle complaints, provide appropriate solutions and alternatives within the time limits, and follow up to ensure resolution

  • Keep records of customer interactions, process customer accounts, and file documents

  • Follow communication procedures, guidelines, and policies

  • Go the extra mile to engage customers

  • Resolve customer complaints via phone, email, mail, or social media

  • Use telephones to reach out to customers and verify account information

  • Greet customers warmly and ascertain problem or reason for calling

  • Cancel or upgrade accounts

  • Assist with placement of orders, refunds, or exchanges

  • Advise on company information

  • Take payment information and other pertinent information such as addresses and phone numbers

  • Place or cancel orders

  • Answer questions about warranties or terms of sale

  • Act as the company gatekeeper

  • Suggest solutions when a product malfunctions

  • Handle product recalls

  • Attempt to persuade customer to reconsider cancellation

  • Inform customer of deals and promotions

  • Sell products and services

  • Utilize computer technology to handle high call volumes

  • Work with customer service manager to ensure proper customer service is being delivered

  • Close out or open call records

  • Compile reports on overall customer satisfaction

  • Read from scripts

  • Handle changes in policies or renewals

Customer service representative requirements:

  • Proven customer support experience

  • Track record of over-achieving quota

  • Strong phone contact handling skills and active listening

  • Familiar with CRM systems and practices

  • Customer orientation and ability to adapt/respond to different types of characters

  • Excellent communication and presentation skills

  • Ability to multitask, prioritize and manage time effectively

  • High school diploma or equivalent; college degree preferred

Customer service representative skills & proficiencies:

  • Customer Service Skills

  • Product Knowledge

  • Quality Focus

  • Market Knowledge

  • Documentation Skills

  • Listening Skills

  • Phone Skills

  • Resolving Conflict

  • Multitask

  • Patience

  • Negotiation

  • Positive Attitude

  • Attention to Detail

  • People Oriented

  • Analysis

  • Problem Solving

  • Organizational Skills

  • Adaptability

  • Ability to Work Under Pressure

  • Computer Skills


To get trained and become a certified Customer Service Professional, enrol in Aptech Certified Customer Service Professional. Call 9831000144 for admissions. 

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