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Wellvana

Call Center Representative

Posted 10 Hours Ago
Be an Early Applicant
In-Office or Remote
4 Locations
45K-87K Annually
Entry level
In-Office or Remote
4 Locations
45K-87K Annually
Entry level
Handle high-volume inbound and outbound customer contacts across phone, email, and chat; resolve issues, process orders/payments/appointments, update CRM records, escalate complex cases, meet quality and productivity targets, and participate in training and QA programs.
The summary above was generated by AI

The Call Center Representative is responsible for handling customer inquiries, providing accurate information, resolving customer concerns, processing requests, and delivering professional and courteous service by phone, email, chat, or other communication channels.

The ideal candidate has excellent communication and listening skills, a positive attitude, strong problem-solving abilities, patience, and the ability to remain professional when handling difficult or high-volume customer interactions.

Key Responsibilities

  • Answer incoming customer calls promptly and professionally.
  • Make outbound calls to customers when required.
  • Listen carefully to customer questions, concerns, and requests.
  • Provide accurate information about products, services, policies, accounts, orders, and procedures.
  • Resolve customer complaints and service issues efficiently.
  • Identify customer needs and recommend appropriate solutions.
  • Process customer requests, orders, payments, appointments, cancellations, refunds, and account changes as authorized.
  • Verify customer information and maintain accurate account records.
  • Document customer interactions, issues, resolutions, and follow-up requirements in the company’s CRM or call-center system.
  • Escalate complex, sensitive, or unresolved issues to supervisors or appropriate departments.
  • Follow established scripts, procedures, quality standards, and compliance requirements.
  • Maintain a professional, friendly, and empathetic tone during every interaction.
  • Meet established call-handling, productivity, quality, and customer-service targets.
  • Follow up with customers when necessary to ensure issues are resolved.
  • Respond to customer inquiries through email, live chat, text, or other digital channels when applicable.
  • Maintain confidentiality and protect customer information.
  • Process and update customer records accurately.
  • Assist customers with troubleshooting basic product or service issues.
  • Coordinate with internal departments to resolve customer concerns.
  • Stay informed about company products, services, promotions, policies, and procedures.
  • Participate in training, coaching, and quality-assurance programs.
  • Perform other customer service and administrative duties as assigned.

Inbound Call Responsibilities

  • Receive and manage a high volume of incoming calls.
  • Verify customer identity and account information.
  • Determine the reason for each call and provide appropriate assistance.
  • Answer frequently asked questions accurately.
  • Research account information and provide updates.
  • Resolve issues during the initial interaction whenever possible.
  • Escalate calls according to company procedures when necessary.
  • Document all relevant information in the customer-management system.

Outbound Call Responsibilities

  • Contact existing or prospective customers as assigned.
  • Follow up on customer requests, orders, appointments, or unresolved issues.
  • Conduct customer satisfaction or information calls.
  • Confirm appointments and service details.
  • Provide updates and communicate relevant information.
  • Follow approved scripts and company guidelines.
  • Accurately document the outcome of each call.

Customer Service Responsibilities

  • Build positive relationships with customers.
  • Demonstrate patience, empathy, and professionalism.
  • Handle dissatisfied or frustrated customers calmly.
  • Investigate problems and identify appropriate solutions.
  • Take ownership of customer issues until they are resolved or properly transferred.
  • Maintain a customer-focused approach throughout every interaction.
  • Strive to achieve high customer satisfaction and first-call resolution.

Administrative Responsibilities

  • Enter and update customer information in databases and CRM systems.
  • Maintain accurate records of customer communications.
  • Process forms, orders, applications, and other customer documentation.
  • Schedule appointments and service requests.
  • Prepare basic reports and correspondence.
  • Complete follow-up tasks within required deadlines.
  • Maintain organized electronic records.

Required Qualifications

  • High school diploma or equivalent preferred.
  • Previous call center, customer service, retail, administrative, or office experience preferred.
  • Excellent verbal and written communication skills.
  • Strong active-listening skills.
  • Professional and friendly telephone manner.
  • Strong problem-solving abilities.
  • Ability to remain calm and professional under pressure.
  • Ability to work independently and as part of a team.
  • Strong computer and typing skills.
  • Ability to learn company software, products, services, and procedures quickly.
  • Strong attention to detail and accuracy.

Preferred Qualifications

  • Previous call center or contact center experience.
  • Experience using CRM or customer-service software.
  • Experience with inbound and outbound calling.
  • Experience handling high-volume customer interactions.
  • Experience with live chat, email, or other digital customer-service channels.
  • Experience processing orders, payments, appointments, or account information.
  • Familiarity with call-center performance metrics and quality standards.

Technical Skills

Experience with the following is beneficial:

  • Customer Relationship Management (CRM) systems
  • Call-center software
  • Microsoft Outlook
  • Microsoft Word
  • Microsoft Excel
  • Google Workspace
  • Email and live-chat platforms
  • Ticketing and help-desk systems
  • Customer account databases
  • VoIP and telephone systems

Key Skills and Competencies

  • Customer service
  • Verbal communication
  • Active listening
  • Problem solving
  • Conflict resolution
  • Empathy
  • Patience
  • Professionalism
  • Multitasking
  • Time management
  • Attention to detail
  • Data entry
  • Computer literacy
  • Teamwork
  • Adaptability
  • Reliability
  • Stress management
  • Sales and upselling, when applicable

Call Center Performance Metrics

Depending on the organization, performance may be evaluated using:

  • Customer satisfaction (CSAT)
  • First-call resolution (FCR)
  • Average handle time (AHT)
  • Call quality scores
  • Average speed of answer
  • Call abandonment rate
  • Service-level performance
  • Schedule adherence
  • Attendance and reliability
  • Sales or conversion rates, where applicable

Typical Daily Activities

A typical day may include:

  1. Logging into the call-center and customer-management systems.
  2. Answering incoming customer calls.
  3. Responding to customer emails or online inquiries.
  4. Verifying customer account information.
  5. Researching and resolving customer questions.
  6. Processing orders, payments, appointments, or account changes.
  7. Documenting customer interactions.
  8. Making outbound follow-up calls.
  9. Escalating complex issues when necessary.
  10. Following up on open customer cases.
  11. Participating in team meetings, training, or coaching sessions.
  12. Completing administrative tasks and daily performance requirements.

Work Environment

The Call Center Representative may work in a traditional call-center, office, hybrid, or fully remote environment.

The position may involve extended periods of sitting, computer use, and speaking on the telephone. Employees may be expected to handle a high volume of interactions while maintaining professionalism and service quality.

Employment Type

This position may be offered as:

  • Full-time
  • Part-time
  • Temporary
  • Contract
  • Seasonal
  • Remote
  • Hybrid
  • On-site

Reporting Structure

The Call Center Representative typically reports to a Call Center Supervisor, Customer Service Manager, Contact Center Manager, Team Lead, or Operations Manager.

Equal Opportunity Statement

The company is committed to providing equal employment opportunities to qualified applicants and employees and prohibits discrimination in accordance with applicable federal, state, and local laws.

 

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