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Customer representative job description

Updated March 14, 2024
7 min read

Customer representatives are employees who manage various activities that are beneficial to customers such as providing general services, addressing concerns, resolving complaints, and fulfilling requests within their scope. They must build rapport with customers to ensure a smooth transaction and gain customer loyalty to the brand.

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Example customer representative requirements on a job description

Customer representative requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in customer representative job postings.
Sample customer representative requirements
  • High school diploma or equivalent
  • Minimum one year of customer service experience
  • Proficiency in Microsoft Office programs
  • Knowledge of customer service principles and practices
  • Familiarity with CRM systems
Sample required customer representative soft skills
  • Excellent communication and interpersonal skills
  • Strong problem-solving and conflict resolution skills
  • Attention to detail and accuracy
  • Ability to remain composed under pressure
  • Commitment to providing excellent customer service

Customer representative job description example 1

Robert Half customer representative job description

Job DescriptionJob Description: CUSTOMER SUCCESS REPRESENTATIVE* (Treasurer’s Office - Bluffton and/or Beaufort **): Do you thrive in a team environment which fosters a culture of professionalism, innovation, efficiency, pleasantness, excitement, and ownership? Are you able to deliver exceptional customer service in stressful situations? Can you resolve problems efficiently to meet the requirements of state law and the needs of taxpayers? If so, you may make an excellent Customer Success Representative! Our team serves as the first point of contact to the public representing the Treasurer's office to facilitate the collection of payments and communication of information to the public in person as well as via phone, email, and written correspondence.

Tasks: payment processing, utilizing technology to perform assigned tasks, quality customer service, and research to resolve problems relating to payments in a fast paced environment. Performs various other duties as assigned.
Minimum Requirements:
• High school diploma or equivalent
• At least four years cash and check handling experience related to banking teller, customer service, office administration and cashiering
• Knowledgeable in the use of computer operations, including but not limited to Microsoft Office, especially Microsoft Excel
• Able to use reason to perform mathematical calculations
• Strong communication and works well in a team environment
• Must possess and maintain a valid driver’s license

All applicants will be subject to a credit check and an assessment of technical knowledge.

*This position serves at the pleasure of an elected official.

All applicants will be required to submit to urinalysis to screen for the illegal use of drugs and to a background check prior to appointment. Employment is contingent upon clearing both the drug screening and background investigation. Beaufort County is an Equal Opportunity Employer.Billing, Complaints, Customer Service, Incoming Payments, Accounts Receivable (AR), Microsoft Excel, Microsoft Word, Cash Collections, Cash Deposits, Cash Disbursements, Cash Movements, Cash Payments, Daily Cash Receipts, Daily Cash Management, Petty Cash
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Customer representative job description example 2

Farm Bureau Financial Services customer representative job description

Who We Are: At Farm Bureau Financial Services, our client/members can feel confident knowing their family, home, cars and other property are protected. We value a culture where integrity, teamwork, passion, service, leadership and accountability are at the heart of every decision we make and every action we take. We're proud of our more than 80-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.

What You'll Do: If you're passionate about helping others, we may have the perfect opportunity for you to be a part of our effort to protect the livelihoods and futures of our customers. Our ideal candidate is team oriented and highly motivated, projecting a positive image of Farm Bureau by providing exceptional first call resolution service to our agents, and customers from our inbound contact center. Areas in which we provide service include billing assistance, policy service, system support and professional response to inquiries. Maintaining professional and productive relationships with our agency force, customers, and internal departments to ensure the aims and objectives of Farm Bureau are achieved is imperative, as well as providing them a standard of service that results in a consistent, positive experience by focusing on the relationship at each interaction.

What It Takes to Join Our Team:

  • High school diploma or equivalent required. Associate degree or 1 year of relevant experience preferred.
  • Strong customer service skills are required, including solid verbal communication and business professional writing skills.
  • Must have initiative and ability to work independently.
  • Strong computer skills are required in order to quickly learn our multiple systems. MS Office is preferred.
  • Must have basic math skills and ability to learn basic knowledge of insurance products.
  • Must work from our office in Manhattan, Kansas, West Des Moines Corporate location, Lincoln, Nebraska or our Gilbert, Arizona state office. During training, hours are 8am-4:30pm for the first approximately 10-12 weeks. Then, your schedule after training may vary based on business need - to be determined. Your assigned shift will be between 8am - 7pm Monday through Friday with a prescheduled designated weekend rotation.

What We Offer You: When you're on our team, you get more than a great paycheck. We offer an enhanced 401K with a match, low cost health, dental, and vision benefits, and life and disability insurance options. We also offer paid time off, including holidays and volunteer time and teams who know how to have fun. Add to that an onsite wellness facility and cafeteria. Farm Bureau....where the grass really IS greener!

If you're interested in joining a company that appreciates employees, provides growth and professional development opportunities and offers great benefits, we invite you to apply today!

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Customer representative job description example 3

Trinity Health customer representative job description

Customer Hospital Service Representative- Please use the description we have on file.

This individual is the direct point of contact at the reception desk in the Surgical Waiting Room; facilitates the smooth operations of this service area by responding to inquiries from patients and their families in a timely manner.

Communication - provides information regarding patient location and status; screens visitors to ensure corporate compliance with privacy requests; answers phone callers' questions regarding directions to campus and other related inquiries or transfers calls to appropriate person/department; facilitates relevant information from clinical participants to appropriate customer; determine client needs using active listening skills and provide information and available options for client to make an informed decision regarding their Loyola visit.

Escorting - directs and/or escorts patients and visitors to test and treatment areas; monitors location of surgical family/visitors by assigning pagers and learning contact information.

Problem Resolution - anticipates and resolves customer concerns by recognizing a state of confusion or anxiety and offering service initiatives that include information, solutions, amenities, service recoveries; engage in first phase of problem resolution regarding client complaints; knows when and how to contact internal department resources for assistance (Patient Relations, chaplains, social work, security, housekeeping, supervisor, etc.)

Miscellaneous - embrace coaching and training as an aid to meeting personal, departmental, and organizational goals; participates and completes all in-service training and continuing education programs; willingly and cheerfully completes other duties as assigned.

Act as Concierge as needed, providing wheelchair escort for patients and visitors requiring physical assistance from the surgical waiting room area to treatment area. Provide physical assistance to those needing help in and out of transportation (ex: helping someone and/or their belongings into/out of their care, off/onto a bus, etc.)

**Minimum Education:**

**Required:** Associates Degree OR equivalent training acquired via work experience or education

**Preferred:** Bachelors Degree OR equivalent training acquired via work experience or education

**Specify Degree(s):** Communication, Psychology, Hospitality

**Minimum Experience:**

**Required:** 1-2 years of previous job-related experience

**Preferred:** 3-5 years of previous job-related experience

**Our Commitment to Diversity and Inclusion**

Trinity Health is a family of 115,000 colleagues and nearly 26,000 physicians and clinicians across 25 states. Because we serve diverse populations, our colleagues are trained to recognize the cultural beliefs, values, traditions, language preferences, and health practices of the communities that we serve and to apply that knowledge to produce positive health outcomes. We also recognize that each of us has a different way of thinking and perceiving our world and that these differences often lead to innovative solutions.

Our dedication to diversity includes a unified workforce (through training and education, recruitment, retention, and development), commitment and accountability, communication, community partnerships, and supplier diversity.
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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.