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Lead customer service representative job description

Updated March 14, 2024
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Example lead customer service representative requirements on a job description

Lead customer service representative requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in lead customer service representative job postings.
Sample lead customer service representative requirements
  • Bachelor's degree in business or related field.
  • Minimum 3 years experience in customer service.
  • Proficiency in Microsoft Office.
  • Knowledge of customer service software.
  • Ability to analyze data and develop solutions.
Sample required lead customer service representative soft skills
  • Excellent communication skills.
  • Ability to work independently and as part of a team.
  • Strong organizational abilities.
  • Ability to handle multiple tasks simultaneously.
  • Ability to lead and motivate others.

Lead customer service representative job description example 1

CES Credit Union lead customer service representative job description

This banking position earns a competitive wage of $16 - $17/hr . We provide great benefits , including medical, dental, vision, short-term and long-term disability, life insurance, a 401(k) plan with company match, paid vacation, sick days, personal time, and paid federal holidays. If this finance job sounds like the right opportunity for you, apply today!


ABOUT CES CREDIT UNION

Since 1952, we have grown to become a successful, community-based establishment that is dedicated to the financial success of our members and the communities we serve. Large enough to offer a variety of products and services, but small enough to care about each of our members and employees, we are a valued asset for thousands of central Ohio families.

Our success is thanks to the service provided by an excellent workforce. We show our appreciation for our employees with great benefits and a close-knit team environment.


A DAY IN THE LIFE OF A HEAD TELLER / LEAD CUSTOMER SERVICE REP

As a Head Teller / Lead Customer Service Rep, you ensure our members are satisfied by showing our staff how to provide excellent service. Leading by example, you train new tellers on our policies and procedures. You helpfully assist members with their financial requests, listening to their needs and tailoring services accordingly. An excellent communicator, you describe various loan and credit options and explain the terms of service. You're proactive about offering additional lending products and savings tools that could benefit our members. If there's a complaint, you remain calm and professional as you use your analytical problem-solving skills to competently resolve the issue.

As an honest and ethical credit union employee, you're entrusted with important duties. You act as the vault teller, and you take accountability for counting, packaging, and controlling money, as well as completing night deposits. Organized and efficient, you perform administrative tasks such as reviewing legal documents, obtaining credit histories, and compiling forms. You are committed to doing your best work and willingly attend informational seminars to further your knowledge of financial regulations. You enjoy helping others each day, and you're pleased that your customer service skills and finance experience are valued !


QUALIFICATIONS

  • High school diploma or equivalent
  • Cash handling experience
  • Customer service AND sales experience
  • Experience in a leadership role
  • Proficiency with administrative tasks such as data entry and record management
  • Ability to use office equipment including fax machines, printers, and adding machines
  • Basic computer skills including proficiency with Microsoft Word and Outlook
  • Excellent math skills

Previous banking experience would be a plus! Do you listen carefully to others? Can you effectively provide guidance and leadership to staff? Are you able to proactively resolve problems? If yes, you might just be perfect for this job in the field of finance!


WORK SCHEDULE FOR A HEAD TELLER / LEAD CUSTOMER SERVICE REP

This position has a schedule of Monday - Friday, 8:30 am - 5:30 pm , and rotating Saturdays, 9:00 am - 1:00 pm .


ARE YOU READY TO JOIN OUR FINANCIAL SERVICES TEAM?

If you feel that you would be right for this banking job, please fill out our initial 3-minute, mobile-friendly application . We look forward to meeting you!

Location: 43015



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Lead customer service representative job description example 2

Centene lead customer service representative job description

You could be the one who changes everything for our 26 million members as a Customer Care professional at Centene. As a diversified, national organization, you'll have access to competitive benefits including a fresh perspective on workplace flexibility.

Position Purpose: Serve as a liaison between Customer Service Representatives CSRs), management and other various departments. Resolve customer inquiries via telephone and written correspondence in a timely and appropriate manner.

Investigate and resolve complex claims matters in coordination with health plan and/or corporate departments

Coordinate the day-to-day work functions, acting as a "go to" person and investigating and resolving complex issues

Initiate change requests to resolve system configuration questions impacting claims processing; review and test results
Conduct appropriate auditing processes

Reference current materials to answer escalated and complex inquiries from members and providers regarding claims, eligibility, covered benefits and authorization status matters

Educate members and/or providers on health plan initiatives; train and assist providers regarding proper claims billing procedures

Provide first call resolution and "own the process" by working with appropriate internal/external resources and ensure the closure of all inquiries

Document all activities for quality and metrics reporting through the Customer Relationship Management (CRM) application

Identify trends related to member and/or provider inquiries to respond proactively and provide feedback to management

Collaborate with other departments on cross functional tasks and projects Maintain performance and quality standards based on established call center metrics including turn-around times

Education/Experience: High school diploma or equivalent. Associates' degree or equivalent 2 years higher education and/or work experience in Claims processing, billing, or coding experience preferred. 1.5+ years' experience as a Customer Service Representative or previous Call Center, Healthcare or insurance experience. Expert in understanding the working of a call center environment. Expert in customer service, verbal communication over the phone. 2+ years of experience in Medicare, Medicaid managed care or insurance environment preferred.

Foundation Care: Licenses/Certifications: Current Missouri Pharmacy Technician license OR the ability to obtain one within 30 days of hire

Our Comprehensive Benefits Package: Flexible work solutions including remote options, hybrid work schedules and dress flexibility, Competitive pay, Paid time off including holidays, Health insurance coverage for you and your dependents, 401(k) and stock purchase plans, Tuition reimbursement and best-in-class training and development.

Centene is an equal opportunity employer that is committed to diversity, and values the ways in which we are different. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristic protected by applicable law.

**TITLE:** Lead Customer Service Representative

**LOCATION:** Tempe, Arizona

**REQNUMBER:** 1352326
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Lead customer service representative job description example 3

CarMax lead customer service representative job description

9002 - Carmax Auto Finance - 225 Chastain Meadows Ct NW, Kennesaw, Georgia, 30144

CarMax, the way your career should be!

**Resolve customer issues while working for an industry leader**

At CarMax Auto Finance, in Kennesaw, GA, we put the needs of our customers first and positively impacting the car ownership experience at CarMax. Exceptional customer service is at the heart of everything we do and drives CarMax to be an industry leader. As a Lead Representative in Customer Service you will help to motivate, train, and coach associates. In this position, you will have the opportunity to drive departmental goals by working with associates and drive metrics by monitoring and providing feedback to a team of associates. Ensuring compliance to company policies and procedures is a must in this role, while assisting the management team in driving accuracy and ensuring our associates provide exceptional service to our customers.

**What you will do**

+ Assist with training and developing new and existing associates. Coach associates based on their identified opportunities per key performance metrics and business requirements.

+ Perform quality assurance audits of associate work (and associate call monitors if applicable) to ensure requirements are met. Remain available and visible in the department to motivate, assist and answer associate questions and monitor productivity.

+ Spend majority of work time on coaching activities (side by sides, account work audits, call listening, feedback sessions, associate monitors, etc.), and follow up on coached behaviors through daily touchpoints to ensure associate understanding and implementation of feedback.

+ Resolve elevated customer and associate issues and escalate when appropriate.

+ Generate reports to measure and monitor the success of the department as needed. Communicate associate and department performance to the Manager.

**Improve customer experience and impact the company bottom line with every interaction**

The Lead Representative in Customer Service needs to be a self-starter and someone who can connect with associates to teach and coach them to be better at their jobs. This person will have a strong understanding of the company policies and processes which enables them to positively influence our associates to provide exceptional service to the CarMax Auto Finance customer and educate customers on the status of their accounts and collect money from customers and perform other functions to help customers keep accounts current.

**Qualifications and requirements**

+ High school diploma or GED; 6 months related experience coaching or delivering feedback.

+ Basic computer knowledge, typing skills and working knowledge of Microsoft Word and Excel.

+ Ability to effectively motivate and train associates, evaluate performance and initiate change.

+ Strong organizational skills, ability to multi task and prioritize to meet deadlines.

+ Speak and listen effectively with CarMax customers via phone in challenging situations.

**About CarMax**

CarMax disrupted the auto industry by delivering the honest, transparent and high-integrity experience customers want and deserve. This innovative thinking around the way cars are bought and sold has helped us become the nation's largest retailer of used cars, with over 200 locations nationwide.

Our amazing team of more than 25,000 associates work together to deliver iconic customer experiences. Along the way, we help every associate grow their career and achieve their best, at work and in their community. We are recognized for our commitment to training and diversity and are one of the FORTUNE 100 Best Companies to Work For .

CarMax is an equal opportunity employer, and all qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, protected veteran status, disability status, or any other characteristic protected by law.

Upon an applicant's request, CarMax will consider reasonable accommodation to complete the CarMax Job Application.
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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.