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Wellvana

Customer Service Representative

Posted Yesterday
Be an Early Applicant
In-Office or Remote
2 Locations
36K-79K Annually
Entry level
In-Office or Remote
2 Locations
36K-79K Annually
Entry level
Provides customer support through phone, email, chat, and in-person channels. Resolves inquiries, complaints, account issues, orders, returns, billing questions, and service requests while maintaining accurate CRM and database records. Processes transactions, follows up on concerns, collaborates with internal teams, and promotes customer satisfaction and retention. Requires professionalism, empathy, communication, problem-solving, organization, multitasking, and confidentiality in a fast-paced environment.
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The Customer Service Representative is responsible for providing exceptional customer support by addressing customer questions, resolving concerns, processing requests, and ensuring a positive customer experience. This position serves as a primary point of contact between the company and its customers, helping to maintain customer satisfaction, build long-term relationships, and promote the company's products and services.

The ideal candidate is professional, dependable, patient, detail-oriented, and possesses excellent communication, problem-solving, and multitasking skills. A successful Customer Service Representative demonstrates a strong commitment to customer satisfaction while maintaining professionalism, accuracy, and efficiency in a fast-paced environment.

Essential Duties and Responsibilities

1. Customer Support and Communication

  • Respond to customer inquiries through phone calls, emails, live chat, and other communication channels.
  • Provide accurate information regarding company products, services, policies, procedures, and pricing.
  • Listen carefully to customer concerns and identify appropriate solutions.
  • Maintain a friendly, professional, and helpful attitude during all customer interactions.
  • Assist customers with account questions, service requests, orders, billing inquiries, and general concerns.
  • Follow up with customers to ensure their questions and issues have been properly addressed.
  • Provide timely responses and maintain appropriate communication throughout the customer service process.

2. Problem Resolution and Complaint Management

  • Identify, investigate, and resolve customer complaints and service-related issues.
  • Handle difficult or upset customers with patience, empathy, and professionalism.
  • Determine appropriate solutions while following company policies and procedures.
  • Escalate complex issues to management or the appropriate department when necessary.
  • Take ownership of customer concerns until they are resolved or properly transferred.
  • Document complaints, resolutions, and follow-up actions accurately.
  • Work proactively to prevent recurring customer service issues.

3. Order and Account Management

  • Process customer orders, returns, exchanges, cancellations, and service requests.
  • Update customer account information and maintain accurate records.
  • Verify customer information before processing transactions or account changes.
  • Assist customers with payment questions, invoices, refunds, and billing discrepancies.
  • Monitor order status and communicate updates regarding delays or service changes.
  • Ensure all transactions and account information are processed accurately and confidentially.

4. Administrative and Documentation Responsibilities

  • Maintain detailed records of customer interactions, requests, complaints, and resolutions.
  • Enter customer information and service updates into company databases or customer relationship management (CRM) systems.
  • Prepare reports, correspondence, and other customer service documentation as needed.
  • Maintain organized electronic and physical files.
  • Follow company guidelines regarding customer information, privacy, and data security.
  • Complete assigned administrative duties accurately and within established deadlines.

5. Customer Satisfaction and Retention

  • Build positive relationships with customers through excellent service and consistent communication.
  • Identify opportunities to improve the customer experience.
  • Educate customers about available products, services, and company offerings.
  • Encourage customer loyalty through professional and personalized assistance.
  • Gather customer feedback and communicate recurring concerns to management.
  • Represent the company positively and professionally at all times.

6. Teamwork and Collaboration

  • Work closely with other departments to resolve customer concerns and service requests.
  • Communicate important customer issues and updates to supervisors and team members.
  • Participate in team meetings, training sessions, and performance reviews.
  • Assist coworkers during busy periods to maintain efficient customer service operations.
  • Follow company policies, procedures, and established service standards.
  • Maintain a positive, cooperative, and team-oriented work environment.

Required Qualifications

  • High school diploma or GED required.
  • Previous customer service or customer support experience preferred.
  • Experience handling customer inquiries, complaints, and service requests.
  • Basic computer proficiency and familiarity with Microsoft Office or Google Workspace.
  • Ability to learn and navigate customer service software, databases, and CRM systems.
  • Strong verbal and written communication skills.
  • Excellent organizational and time-management abilities.
  • Ability to handle multiple responsibilities in a fast-paced environment.

Required Skills and Competencies

The successful candidate should demonstrate the following:

  • Communication: Ability to communicate clearly, professionally, and effectively with customers and coworkers.
  • Active Listening: Ability to understand customer needs, concerns, and expectations.
  • Problem-Solving: Ability to identify problems and determine effective solutions.
  • Patience and Empathy: Ability to remain calm, understanding, and respectful when dealing with difficult situations.
  • Attention to Detail: Ability to accurately process transactions, update records, and document customer interactions.
  • Time Management: Ability to prioritize tasks and meet deadlines.
  • Multitasking: Ability to manage multiple customer inquiries and responsibilities efficiently.
  • Conflict Resolution: Ability to de-escalate customer complaints and maintain professionalism.
  • Adaptability: Ability to adjust to changing priorities, procedures, and customer needs.
  • Teamwork: Ability to collaborate effectively with colleagues and management.
  • Accountability: Ability to take responsibility for assigned tasks and customer concerns.
  • Customer-Focused Mindset: Commitment to providing excellent service and creating positive customer experiences.

Performance Expectations and Key Performance Indicators (KPIs)

Customer Service Representatives may be evaluated based on the following performance measures:

Performance Area

Expectations

Customer Satisfaction

Maintain positive customer feedback and satisfaction ratings.

Response Time

Respond to customer inquiries promptly.

Issue Resolution

Resolve customer concerns accurately and efficiently.

First Contact Resolution

Resolve issues during the initial interaction whenever possible.

Attendance and Punctuality

Maintain reliable attendance and arrive on time.

Quality Assurance

Follow company service standards and procedures.

Productivity

Meet established daily, weekly, and monthly performance goals.

Accuracy

Maintain accurate customer records and transaction information.

Professionalism

Demonstrate appropriate conduct and communication.

Teamwork

Maintain positive working relationships and support team objectives.

Working Conditions

  • Work may be performed in an office, call center, retail environment, or remote setting.
  • Frequent interaction with customers through telephone, email, chat, or in-person communication.
  • Extended periods of sitting and working at a computer may be required.
  • Ability to work in a fast-paced environment while managing multiple tasks.
  • May require flexible scheduling, including evenings, weekends, or holidays, depending on business needs.
  • Must maintain confidentiality when handling sensitive customer and company information.

Physical Requirements

  • Ability to sit or stand for extended periods.
  • Ability to operate a computer, telephone, and standard office equipment.
  • Ability to communicate effectively through verbal and written channels.
  • Ability to perform routine administrative and data-entry tasks.
  • Ability to maintain focus and accuracy while performing repetitive tasks.

Training and Development

The company will provide training and guidance to ensure the Customer Service Representative understands:

  • Company policies and procedures.
  • Products and services offered.
  • Customer service expectations and standards.
  • Customer relationship management (CRM) systems.
  • Communication and telephone etiquette.
  • Complaint handling and conflict resolution.
  • Data privacy and confidentiality requirements.
  • Department-specific procedures and performance expectations.

Overall Job Expectations

The Customer Service Representative is expected to consistently demonstrate professionalism, reliability, accountability, and a commitment to customer satisfaction. Employees must be able to work independently while contributing positively to team goals.

The representative is expected to take ownership of customer interactions, provide accurate information, resolve issues efficiently, maintain proper documentation, and represent the company's values in every customer interaction.

Equal Employment Opportunity Statement

The company is an equal opportunity employer and is committed to providing equal employment opportunities to all employees and applicants. Employment decisions are made without regard to legally protected characteristics in accordance with applicable federal, state, and local employment laws.

Employee Acknowledgment

I acknowledge that I have reviewed and understand the responsibilities, duties, and expectations outlined in this job description. I understand that this job description is intended to describe the general nature and level of work performed and may be subject to change based on business needs.

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