What are the responsibilities and job description for the Customer Service Specialist position at CalTex?
Position Title: Customer Service Specialist
Reports To: Customer Service Supervisor
Department: Customer Service
Status: Non-Exempt
Position Purpose:
The Customer Service Specialist is responsible for providing customer support to the sales organization, agents, dealers, and direct accounts.
Essential Job Functions: The Customer Service Specialist must be able to perform all of the following duties and responsibilities with or without a reasonable accommodation.
The majority of job responsibilities are performed while seated indoors with little exposure to hazards. Some flex hours may be required (must be able to work nights and weekends on a non-routine basis).
Reports To: Customer Service Supervisor
Department: Customer Service
Status: Non-Exempt
Position Purpose:
The Customer Service Specialist is responsible for providing customer support to the sales organization, agents, dealers, and direct accounts.
Essential Job Functions: The Customer Service Specialist must be able to perform all of the following duties and responsibilities with or without a reasonable accommodation.
- Service inquiries from sales team members, agents, and dealerships on products, pricing and agreements.
- Be an extension of the sales force in making sales related contacts with dealerships and agents, as well as, providing specific program information for sales visits/presentations.
- Review all new contracts to ensure documents are complete / accurate and conduct appropriate follow up.
- Generate sales reports to sales, agents and national accounts monthly.
- Work with various departments to receive and communicate status updates.
- Manage time effectively, complete tasks and projects quickly with little to no guidance, think, plan, and react with appropriate urgency to situations that require a quick turnaround, and take effective action as needed.
- Work collaboratively in a team environment and build effective working relationships inside and outside of the group.
- The minimum educational background of an applicant to this position is a High school degree or GED required. (College preferred but not required.)
- Preferably 3 years of experience in customer service.
- Customer service driven.
- Strong verbal and written communication skills.
- Detail oriented and can work under pressure of deadlines.
- Strong, analytical, problem solving, and research skills.
- Demonstrate organizational skills including the ability to prioritize and multi-task while producing quality results.
- Solid PC skills Excel, Word.
- Ability to communicate effectively with others at all levels of the organization.
- Ability to work independently and quickly, and as part of team to execute tasks.
- Demonstrate sound judgment and problem-solving skills.
- Bilingual (Spanish) is a plus.
The majority of job responsibilities are performed while seated indoors with little exposure to hazards. Some flex hours may be required (must be able to work nights and weekends on a non-routine basis).