How do they match: Customer Service Representatives

  • Sales Facilitator
  • Policyholder Information Clerk
  • Return-to-Factory Clerk

  • Interact with customers to provide basic or scripted information in response to routine inquiries about products and services. May handle and resolve general complaints. Excludes individuals whose duties are primarily installation, sales, repair, and technical support.

  • Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
  • Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
  • Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
  • Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
  • Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
  • Solicit sales of new or additional services or products.

  • Discuss goods or services information with customers or patrons.
  • Execute sales or other financial transactions.
  • Review customer insurance information.