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Customer Service Representative job description

A Customer Service Representative (CSR) is the first point of contact for any customer who has a question or an issue with a product or service the company sells. They have many responsibilities like answering inbound phone calls, addressing customers’ questions about products and services, and processing payments or returns.

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This Customer Service Representative job description template is optimized for posting to online job boards or careers pages. Modify this customer service job description with the key duties and responsibilities for your CSR role. Similar job titles include Customer Service Associate, Member Service Representative, Customer Support Professional, Customer Support Representative and Contact Representative.

Customer service representatives (CSR) duties and responsibilities:

Customer service representatives are often a client’s primary point of contact with a company. The duties and responsibilities of a CSR include managing incoming calls and customer service inquiries, generating sales leads that develop into new customers, and identifying and assessing customer needs to achieve satisfaction.

customer service representative job description

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What does a Customer Service Representative do?

A Customer Service Representative, or CSR, will act as a liaison, provide product/services information, answer questions, and resolve any emerging problems that our customer accounts might face with accuracy and efficiency.

The best CSRs are genuinely excited to help customers. They’re patient, empathetic, and passionately communicative. They love to talk and understand the value of good communication skills. Customer service representatives can put themselves in their customers’ shoes and advocate for them when necessary. Customer feedback is priceless, and these CSRs can gather that for you. Problem-solving also comes naturally to customer care specialists. They are confident at troubleshooting and investigate if they don’t have enough information to answer customer questions or resolve complaints.

Responsibilities

Customer service responsibilities list:.

Requirements and skills

Frequently asked questions

A Customer Service Representative works with clients who have complaints, orders, or require information about products/services purchased from the organization. They also provide solutions that fit those individualized situations and prioritize the customers’ needs at each step of the process.

What are the duties and responsibilities of a Customer Service Representative?

A Customer Service Representative is the first person most customers communicate with when they have a problem. The Customer Service Representative must handle complaints, provide appropriate solutions for customers, and follow up to resolve any issues their customers experience.

What makes a good Customer Service Representative?

A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers. Also, they must have a strong understanding of their company’s products and services to address customer questions. They should also have a pleasant attitude to de-escalate potentially hostile customers and need to work in a fast-paced environment.

Who does a Customer Service Representative work with?

Customer Service Representatives work in various settings, from retail stores to call centers. In most cases, a Customer Service Representative works on a small team under a Customer Service Manager.

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Customer Service Representative Job Description

Customer service representatives help customers with complaints and questions, give customers information about products and services, take orders, and process returns. By helping customers understand the product and answering questions about their reservations, they are sometimes seen as having a role in sales.

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Customer Service Representative Job Description Template

We are hiring a customer service representative to manage customer queries and complaints. You will also be asked to process orders, modifications, and escalate complaints across a number of communication channels. To do well in this role you need to be able to remain calm when customers are frustrated and have experience working with computers.

Customer Service Representative Responsibilities:

Customer Service Representative Requirements:

Customer Service Representative FAQs:

What is a customer service representative.

A customer service representative supports customers by providing helpful information, answering questions, and responding to complaints. They’re the front line of support for clients and customers and they help ensure that customers are satisfied with products, services, and features.

What are the duties of a customer service representative?

Customer service duties and responsibilities generally include answering phone calls and emails, responding to customer questions and complaints, and walking customers through basic troubleshooting or setup processes. In the case of a sales customer service representative, customer service duties and responsibilities will include selling products and services to clients and processing payments.

Where can I find customer service representatives to hire?

Try looking at free job posting sites . Sites like Indeed, Glassdoor, and Monster are great for spreading the word about your job.

Can I customize the CSR job description?

When you advertise a customer service representative job, you should include details about the position of your company. Feel free to add your own customer service representative duties to our list or edit our customer service agent job description to include the qualities and skills you’d like in your next hire.

Where can I find interview questions for a customer service representative?

After you have created a CSR position description, take a look at our customer service representative interview questions .

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Customer Service Representative Job Description Template

customer service agent introduction

Keeping customers happy is a critical part of any strategy for business growth. And central to that effort are your frontline customer service representatives. The ability to actively listen to customers when they relay issues or complaints and then to develop creative solutions are essential skills — and not always easy to find.

As you consider your customer service responsibilities list and whether you might even need a remote customer service job description, you want to make sure that the way you describe this position is tailored to your specific business needs. For example, a bank customer service job description would likely include references to financial privacy and the need to protect customer data. A retail customer service job description, on the other hand, might be more focused on product knowledge and sales support.

You don’t need to write your customer service representative job description from scratch. Our free customizable template below has optimized keywords as well as the structure and organization to get you started. Simply copy, edit and revise this template to meet your specific job requirements and duties. If you’d like to see how other companies are advertizing their positions, you can also check out these customer service representative job postings  for more ideas.

Customer Service Representative

[Intro Paragraph] You’ll get the most responses to your job posting by taking the next 2-3 sentences to introduce your business to prospective customer service reps. This is your opportunity to set your company apart from your competitors and sell yourself to job seekers by highlighting your unique company culture and working environment, and what you bring to the table for new hires.

Customer Service Representative Job Responsibilities:

[Work Hours & Benefits] Here is where you can highlight working hours and benefits specific to your company. This is another chance to sell potential applicants on things like overtime or seasonal availability. You should also list any benefits that set your firm apart, like paid vacation time or family leave, commuting credits, and childcare reimbursements.

Customer Service Representative Qualifications / Skills:

Education, Experience, and Licensing Requirements:

[Call to Action] Job hunters are familiar with your company and the job requirements — great job! Now you need a compelling call to action so prospective candidates know exactly how to apply. Let them know who to contact at your company to apply, and how and where to submit an application and any supporting documents.

Use This Customer Service Representative Job Description to Find Your Next Hire

Customer service reps are the first line of contact your customers have with your business, so you want to make sure you field candidates with the right skills. Once you’ve completed your job description, you want to make sure it reaches the most qualified candidates — and we can help. To start the process, consider a free job posting today.

Customer Service Representative Job Description

TopResume Editor

In order to ensure your professional resume will support your goals, use this customer service representative job description to inform what you should highlight on your resume.

By reviewing job description examples for customer service representatives, you'll be able to identify what technical and soft skills , credentials, and work experience matter most to an employer in your target field.

Customer service representative job description

The Customer Service Representative attracts potential customers by answering product and service questions; suggesting information about other products and services. Process orders, prepare correspondences and fulfill customer inquiries to ensure customer satisfaction.

Requires a high school diploma or equivalent and 0-3 years of experience in the field or in a related area. Has knowledge of commonly-used concepts, practices, and procedures within a particular field. Rely on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Primary job functions do not typically require exercising independent judgment. Typically reports to a supervisor or manager. The target is to ensure excellent service standards and maintain high customer satisfaction.

Customer service representative duties:

Open and maintain customer accounts by recording account information

Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution

Maintain financial accounts by processing customer adjustments

Recommend potential products or services to management by collecting customer information and analyzing customer needs

Prepare product or service reports by collecting and analyzing customer information

Contribute to team effort by accomplishing related results as needed

Manage large amounts of incoming calls

Generate sales leads

Identify and assess customers' needs to achieve satisfaction

Build sustainable relationships of trust through open and interactive communication

Provide accurate, valid, and complete information by using the right methods/tools

Meet personal/team sales targets and call handling quotas

Handle complaints, provide appropriate solutions and alternatives within the time limits, and follow up to ensure resolution

Keep records of customer interactions, process customer accounts, and file documents

Follow communication procedures, guidelines, and policies

Go the extra mile to engage customers

Resolve customer complaints via phone, email, mail, or social media

Use telephones to reach out to customers and verify account information

Greet customers warmly and ascertain problem or reason for calling

Cancel or upgrade accounts

Assist with placement of orders, refunds, or exchanges

Advise on company information

Take payment information and other pertinent information such as addresses and phone numbers

Place or cancel orders

Answer questions about warranties or terms of sale

Act as the company gatekeeper

Suggest solutions when a product malfunctions

Handle product recalls

Attempt to persuade customer to reconsider cancellation

Inform customer of deals and promotions

Sell products and services

Utilize computer technology to handle high call volumes

Work with customer service manager to ensure proper customer service is being delivered

Close out or open call records

Compile reports on overall customer satisfaction

Read from scripts

Handle changes in policies or renewals

Customer service representative requirements:

Proven customer support experience

Track record of over-achieving quota

Strong phone contact handling skills and active listening

Familiar with CRM systems and practices

Customer orientation and ability to adapt/respond to different types of characters

Excellent communication and presentation skills

Ability to multitask, prioritize and manage time effectively

High school diploma or equivalent; college degree preferred

Customer service representative skills & proficiencies:

Customer Service Skills

Product Knowledge

Quality Focus

Market Knowledge

Documentation Skills

Listening Skills

Phone Skills

Resolving Conflict

Negotiation

Positive Attitude

Attention to Detail

People Oriented

Problem Solving

Organizational Skills

Adaptability

Ability to Work Under Pressure

Computer Skills

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Customer Service Representative Job Description [With Examples]

Kelly Main

Reviewed By

Updated: Mar 30, 2022, 1:00pm

Customer Service Representative Job Description [With Examples]

Table of Contents

What is the role of a customer service representative, how to write a customer service representative job description, customer service representative job description examples, frequently asked questions.

Customer service representatives are critically important to meeting your business goals and objectives, as well as ensuring the customers have a positive experience with your company. Customer service representatives listen to customer concerns, answer customer questions and provide information about the company’s products and services. In some cases, customer service representatives may also take orders and set up new customer accounts. Given their prominent customer-facing role in the company, it is important to have a job description carefully tailored to attract candidates who have the necessary skills.

The primary role of the customer service representative is to interact with customers to address their concerns, answer their questions and assist them with their needs. A customer service representative will often answer customer phone calls and emails, responding to customers’ questions and concerns.

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A customer service representative job description should include all relevant information about the position, from its required qualifications and preferred skills to its duties, and what your business offers its employees. Since not all customer service representative jobs are the same, not all customer service representative job descriptions should be the same either. To receive the most qualified candidates for your position, it’s important to create a job description that accurately reflects what you’re looking for and accurately depicts what the role entails.

Here’s how to write a customer service representative job description and what to include in yours.

Many job descriptions include a job brief that provides a short overview of the company and the position. You can also provide important information about whether the position will be performed in person or remotely, and any information about the industry that is pertinent to the candidates’ qualifications.

Responsibilities

Your customer service representative job description should include a list of the key responsibilities, many of which are similar from job to job. But because each company operates a little differently, you will also want to include those responsibilities that may be unique to customer service representative duties at your company.

For instance, if customer service representatives are required to provide a daily call log, you should note that in your job description. If customer service representatives also communicate with other departments such as sales, marketing and quality assurance, you should include those responsibilities in your job description.

In addition to responsibilities that are unique to your company, the following are some of the more common responsibilities for customer service representatives:

Skills and Qualifications

Some of the key skills for a customer service representative are:

Additional Information To Include in a Job Description

Because salaries and benefits for customer service representatives can vary, it is helpful to include this information in your job description so that candidates aren’t surprised. In fact, if you have employees in Colorado or are filling a remote position that may have Colorado applicants, you may be required to include salary information. Finally, don’t forget to include an equal employment opportunity information or other information as required by law.

In this section, we share examples of customer service representative job descriptions found on Indeed from various industries to help you craft your own. The first job description is a good example of the typical skills and responsibilities of a customer service representative. The second job description provides a detailed job brief, including salary and typical working hours. And the third example is a “less is more” example of a brief list of common skills and responsibilities.

Example 1. Customer Service Representative at Insurance Company

The Ideal Candidate:

Job Responsibilities:

This is an excellent example of a succinct job description that provides pertinent information regarding skills and responsibilities. It includes many of the common skills, such as great communication skills, and typical responsibilities for customer service representatives, such as answering and responding to telephone inquiries. Moreover, because the employer is an insurance company, the job description specifies that the customer service representative will also help customers with their insurance claims and report new claims.

Example 2. Customer Service Representative at Oakley Signs & Graphics

Job Description Oakley Signs & Graphics is expanding and our Des Plaines, IL location is seeking a Customer Service Representative to join our team effective immediately!

The position requires working 7:00 A.M. – 4:00 P.M., Monday – Friday.

The Customer Service Team puts a human face on all of Oakley’s customer touchpoints. You’ll be on the phone, managing email and chat, assisting customers with product and order status questions – as well as being a point-of-contact to resolve the occasional mistake. You’ll get to know our product line and become an expert at advising customers. You’re going to be completely empowered to WOW our customers.

We’ll give you the training and tools to perform in a fast-paced, multitasking environment. If you’re a star at your job you will have respect, admiration, excellent compensation, and an opportunity to grow. The starting rate for a Customer Service Team member is $17.00/hr ($35,000 per year). We also offer insurance benefits, incentive compensation, and a 401k.

This is a great example of a job brief. It includes an overview description of the company, the position and responsibilities, along with salary and working hours.

Example 3. Customer Service Representative at a Lighting Company

Require Skills:

This example stands out as a typical customer service job description. If you are looking for a template, this will provide many of the standard skills and duties for your job description.

What is the difference between a customer service rep and an administrative assistant?

An administrative assistant works within the company on administrative tasks, such as completing reports and scheduling, whereas a customer service representative interfaces with the company’s customers.

What is the role of a retail customer service representative?

A retail customer service representative interfaces with customers, most often in connection with order fulfillment or product returns.

How much does the average customer service representative make an hour?

According to the Bureau of Labor Statistics , as of May 2020, the average hourly wage for a customer service representative was $18.51 per hour. Data from Indeed , however, indicates that the average hourly wage is $17 per hour.

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Christine is a non-practicing attorney, freelance writer, and author. She has written legal and marketing content and communications for a wide range of law firms for more than 15 years. She has also written extensively on parenting and current events for the website Scary Mommy. She earned her J.D. and B.A. from University of Wisconsin–Madison, and she lives in the Chicago area with her family.

Kelly is an SMB Editor specializing in starting and marketing new ventures. Before joining the team, she was a Content Producer at Fit Small Business where she served as an editor and strategist covering small business marketing content. She is a former Google Tech Entrepreneur and she holds an MSc in International Marketing from Edinburgh Napier University. Additionally, she manages a column at Inc. Magazine.

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Customer Service Representatives

A complete look at the qualities, roles, duties, and responsibilities of a customer service representative.

A guide to what makes a good Customer Service Representative

Who are Customer Service Representatives (CSRs)? What is their role in the growth and functioning of your business? What are the day-to-day activities they take care of? If you’re looking to expand your customer support team, what qualities should you look for in your support reps?

In this comprehensive guide, you will find answers to all these questions and get a thorough idea of the duties and responsibilities of a customer service representative.

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Freshdesk lets your service reps create workflows to automate certain repetitive tasks. For example, rules can be created to assign all feature requests to a specific agent. These workflows can be executed instantly.

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What does the modern definition of customer service mean?

Customer service definition, why should customer service be a top priority for any business, stats demonstrating the importance of providing outstanding customer service:, 10 major reasons to invest in customer service initiatives, what kind of customer service skills should your agents have, soft skills, hard skills, what is customer service training and who needs it, the importance of customer support training, how does poor customer service impact a business, discover on your own, frequently asked questions.

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Introduction to a customer service academy

The following article aims to provide a general overview of customer service basics, theories, and practical advice. Everyone involved in customer service – from frontline support reps to service managers can benefit from this guide. It can be also used as a helpful resource for free training in help desk , ticketing ,  call center , and  live chat  capabilities.

However, since the topic of customer service is so broad, we have decided to make a couple of in-depth articles so you can get detailed insights. Thus, if you would like to learn more, do not hesitate to click through the topics that interest you below.  

Customer service is the support and assistance businesses offer before, during, and after purchasing the products/services. Quality customer service adds an immense amount of value to a product and helps build long-lasting relationships with customers.

Today’s customer service is much more than traditional phone support. Rapid tech advancements reshaped the way businesses interact with customers and created the proliferation of digital service channels. Receiving fast, efficient, personalized support and a seamless experience is what consumers generally expect from brands these days.

Find out more in-depth information about types of customer service . 

As consumer expectations are on the rise, delivering excellent service is one of the most valuable things a business can do to stay competitive and successful in the long run. Numerous studies have proved that happy customers are more loyal and spend more. On the other hand, those experiencing bad service abandon the brand, which costs them revenue and affects their reputation.

In order to provide excellent customer service, you need to have customer service representatives that exhibit specific skills. Customer service skills can be divided into two categories;

The first category includes soft skills. The customer representative’s job is to communicate with customers effectively and efficiently. Thus, knowledge about the product/service is essential to assist the customer. However, customer service is not only about providing information/solving problems. The agent also needs to know how to communicate the outcome or the information to the customer. Here are a few necessary soft skills that the agent should possess to excel in customer service:

The other category is called hard skills. These skills can be acquired/learned throughout training, school, or self-taught. Here are some examples of hard skills:

Make sure you keep these in mind when hiring a new customer representative. However, do not dwell on them too much. If your company provides proper customer service training, all you need is a person that is highly motivated and is willing to learn.

If you do not have proper customer service training I suggest you keep reading below to gain more information and perspective on how it can affect your overall company success.

Customer service training refers to teaching customer service employees the knowledge, competencies, tools, and skills required to serve and support customers. Therefore, delivering more value from a company’s products and services.

The quality of customer service a business offers will never exceed the quality of the people providing it. No matter how talented and experienced service employees might be, there will always be more to learn or new skills to develop. In fact, any customer-facing employee whose job entails interacting with customers either personally or online should undergo basic customer service training. In addition to service representatives, this could also include other positions such as; technical support and sales representatives.

What is customer service training and who needs it? - App - Uploads - 2020 - 09 - LiveAgent Agents 2.png

Customer service employees are typically the first point of contact consumers have with a brand. They create the first impressions that impact your customer’s perception of the company. Incompetent, untrained, or poorly trained service agents are not likely to deliver stellar service. On the other hand, well-executed customer service by properly trained employees results in increased customer satisfaction and improved customer experience. That’s why training customer support teams is just as important as training marketing and sales teams.

Best customer service training enables service employees to meet the highly demanding, tech-savvy consumer expectations effectively. Moreover, investing in training gives employees a feeling of value, improves their morale and motivation . And when employees feel valued, they value their customers and are willing to go the extra mile for them.

Customer service has become a brand differentiator for helping businesses stand out from the competition. It is especially a key aspect in the oversaturated market of similar products/services. Some of the world’s most known customer-centric brands like; Amazon, Zappos, Ritz-Carlton, and Southwest Airlines, spend a substantial share of their earnings on delivering excellent customer service. These companies provide consistent training for their employees to provide a great customer experience . Overall, their success proves that it’s worth the investment.

Poor customer service can be a fast downward spiral for any business. It can lead to:

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It is really hard to rebuild the trust and overall customer perspective about your brand once it has a bad reputation. Do not underestimate the power of customer service.

If you would like to learn more, check out the How to avoid bad customer service article.

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What is the definition of customer service?

Customer service can be broadly defined as the support and assistance businesses offer to their customers. This can be before, during, and after they purchase and use the products/services. Quality customer service adds great value to a product and helps build long-lasting relationships with customers.

Customer service training refers to teaching customer service employees the knowledge, competencies, tools, and skills required to serve and support customers. In addition to service representatives, positions such as; technical support and sales representatives can also benefit from customer service training.

How important is customer support training?

Incompetent, untrained, or poorly trained service agents are not likely to deliver great service. On the other hand, well-executed customer service by properly trained employees results in increased customer satisfaction and improved customer experience. That’s why training customer support teams is just as important as training marketing and sales teams.

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 Customer Service Representative

Sample job description.

We are looking for a customer-oriented service representative.

Role Objectives:

A customer service representative, or CSR, will act as a liaison, provide product/services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency.

The best CSRs are genuinely excited to help customers. They’re patient, empathetic, and passionately communicative. They love to talk. Customer service representatives can put themselves in their customers’ shoes and advocate for them when necessary. Customer feedback is priceless, and these CSRs can gather that for you. Problem-solving also comes naturally to customer care specialists. They are confident at troubleshooting and investigate if they don’t have enough information to resolve customer complaints.

The target is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction.

Key Responsibilities:

Manage large amounts of incoming calls

Generate sales leads

Identify and assess customers’ needs to achieve satisfaction

Build sustainable relationships and trust with customer accounts through open and interactive communication

Provide accurate, valid and complete information by using the right methods/tools

Meet personal/customer service team sales targets and call handling quotas

Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution

Keep records of customer interactions, process customer accounts and file documents

Follow communication procedures, guidelines and policies

Take the extra mile to engage customers

Qualifications:

Proven customer support experience or experience as a client service representative

Track record of over-achieving quota

Strong phone contact handling skills and active listening

Familiarity with CRM systems and practices

Customer orientation and ability to adapt/respond to different types of characters

Excellent communication and presentation skills

Ability to multi-task, prioritize, and manage time effectively

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COMMENTS

  1. Customer Service Representative job description template

    A Customer Service Representative is the first person most customers communicate with when they have a problem. The Customer Service Representative must handle

  2. Customer Service Representative Job Description

    Customer service representatives help customers with complaints and questions, give customers information about products and services, take orders

  3. Customer Service Representative Job Description Template

    Customer Service Representative · Serves customers by providing product and service information and resolving product and service problems. · Attracts potential

  4. Customer Service Representative Job Description [Updated for 2023]

    A Customer Service Representative's duty is to support customers. This main responsibility covers lots of duties, such as: Providing introductory

  5. Customer Service Representative Job Description

    The Customer Service Representative attracts potential customers by answering product and service questions; suggesting information about other products and

  6. Customer Service Representative Job Description

    The primary role of the customer service representative is to interact with customers to address their concerns, answer their questions and

  7. Customer Service Representative

    The primary job of a customer service representative—also referred to as a customer service agent—is to address customer issues and resolve them in a timely

  8. Customer Service Agent Job Description

    The job of a customer service agent, also known as a customer service representative, is to offer support to customers who have questions, concerns

  9. Introduction To Customer Service Academy (Explained)

    The first category includes soft skills. The customer representative's job is to communicate with customers effectively and efficiently. Thus, knowledge about

  10. Customer Service Representative Sample Job Description by The

    A customer service representative, or CSR, will act as a liaison, provide product/services information and resolve any emerging problems that our customer