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Wellvana

Customer Service Representative

Posted Yesterday
In-Office or Remote
2 Locations
46K-78K Annually
Entry level
In-Office or Remote
2 Locations
46K-78K Annually
Entry level
Provides customer support through phone, email, chat, and other channels. Resolves questions, complaints, orders, returns, payments, and account requests; documents interactions; escalates complex issues; follows up with customers; and collaborates with internal teams. Maintains product and policy knowledge, protects confidential information, meets service and productivity metrics, and delivers professional, empathetic communication in office, call center, retail, or remote environments.
The summary above was generated by AI

The Customer Service Representative (CSR) is responsible for providing professional, timely, and helpful support to customers through phone, email, chat, and other communication channels. This position serves as a primary point of contact for customers, resolves questions and concerns, processes requests, and ensures a positive customer experience.

The ideal candidate is patient, friendly, dependable, detail-oriented, and able to communicate effectively while handling multiple tasks in a fast-paced environment.

Key Responsibilities

  • Respond to customer inquiries by phone, email, chat, and other communication channels.
  • Provide accurate information regarding products, services, orders, accounts, policies, and procedures.
  • Listen carefully to customer concerns and determine the appropriate solution.
  • Resolve complaints and service issues professionally and efficiently.
  • Process orders, returns, exchanges, refunds, payments, account updates, and other customer requests as applicable.
  • Research customer accounts and review order or transaction information.
  • Document customer interactions, issues, resolutions, and follow-up activities in the company's CRM or customer service system.
  • Escalate complex, sensitive, or unresolved issues to the appropriate supervisor or department.
  • Follow up with customers to ensure issues have been resolved and expectations have been met.
  • Maintain a professional, courteous, and positive attitude during all customer interactions.
  • Meet established customer service standards, productivity goals, response-time requirements, and quality expectations.
  • Maintain knowledge of company products, services, policies, procedures, promotions, and systems.
  • Identify recurring customer concerns and communicate trends or potential problems to management.
  • Work collaboratively with sales, operations, billing, technical support, shipping, and other departments to resolve customer issues.
  • Protect confidential customer and company information.
  • Follow company policies, security procedures, and applicable regulatory requirements.
  • Perform additional administrative and customer-support duties as assigned.

Required Qualifications

  • High school diploma or equivalent preferred.
  • Previous customer service, call center, retail, hospitality, administrative, or related experience preferred.
  • Strong verbal and written communication skills.
  • Excellent listening and problem-solving abilities.
  • Professional and courteous telephone and email etiquette.
  • Strong attention to detail and accuracy.
  • Ability to remain calm and professional when dealing with difficult or upset customers.
  • Ability to multitask and prioritize work in a fast-paced environment.
  • Basic computer proficiency and the ability to learn new software and systems.
  • Ability to work independently while also functioning effectively as part of a team.
  • Reliable attendance and punctuality.

Preferred Qualifications

  • Experience using CRM, ticketing, call-center, or customer relationship management systems.
  • Experience with Microsoft Office, Google Workspace, or similar productivity tools.
  • Previous experience handling high-volume customer inquiries.
  • Experience processing orders, payments, returns, refunds, or account changes.
  • Bilingual or multilingual communication skills, depending on the organization's customer base.
  • Experience working with performance metrics such as customer satisfaction, first-call resolution, average handle time, response time, or quality scores.

Essential Skills

Communication: Clearly and professionally communicates with customers and coworkers.

Customer Focus: Demonstrates empathy, patience, and a genuine desire to help customers.

Problem Solving: Identifies the cause of customer issues and determines appropriate solutions.

Computer Skills: Accurately navigates multiple systems while assisting customers.

Time Management: Handles multiple customers and tasks while maintaining quality and accuracy.

Conflict Resolution: De-escalates difficult situations and works toward satisfactory solutions.

Attention to Detail: Accurately records information and follows established procedures.

Teamwork: Collaborates effectively with other departments and team members.

Performance Expectations

The Customer Service Representative may be evaluated based on:

  • Customer satisfaction scores
  • First-contact or first-call resolution
  • Response and resolution times
  • Call or case volume
  • Accuracy and quality of work
  • Attendance and punctuality
  • Adherence to company policies and procedures
  • Documentation quality
  • Customer retention or service outcomes, where applicable
  • Overall professionalism and teamwork

Work Environment

This position may be performed in an office, call center, retail location, or remote/hybrid environment, depending on company needs. The role may require extended periods of sitting and computer use, frequent telephone or electronic communication, and the ability to work during scheduled business hours, including evenings, weekends, or holidays when applicable.

Physical Requirements

  • Ability to sit or stand for extended periods.
  • Ability to regularly use a computer, keyboard, telephone, and other office equipment.
  • Ability to communicate clearly in person, by telephone, and electronically.
  • Reasonable accommodations may be provided for qualified individuals with disabilities.

Employment Relationship

This job description describes the general nature and level of work expected for this position. It is not intended to be an exhaustive list of all duties, responsibilities, qualifications, or working conditions. Responsibilities may change based on business needs.

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