Occupation

Customer Service Representatives

Human Advantage 75%

Significant human skills needed

AI Automation Risk Moderate Risk
4 / 10

Some tasks in this role may be augmented by AI, but human oversight and interpersonal skills remain important.

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.

Also Known As: Account Adjuster, Account Representative, Adjustment Clerk, Automotive Service Advisor, Automotive Service Writer, Bill Adjuster, Call Center Representative, Claims Customer Service Representative (Claims CSR) +54 more

Video

Core Tasks

  1. 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.
  2. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
  3. Check to ensure that appropriate changes were made to resolve customers' problems.
  4. Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
  5. Determine charges for services requested, collect deposits or payments, or arrange for billing.
  6. Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
  7. Refer unresolved customer grievances to designated departments for further investigation.

Supplemental Tasks (6)

  1. Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
  2. Review insurance policy terms to determine whether a particular loss is covered by insurance.
  3. Solicit sales of new or additional services or products.
  4. Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
  5. 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.
  6. Recommend improvements in products, packaging, shipping, service, or billing methods and procedures to prevent future problems.

Education & Training

Job Zone 2 Job Zone Two: Some Preparation Needed
Education: These occupations usually require a high school diploma.
Experience: Some previous work-related skill, knowledge, or experience is usually needed. For example, a teller would benefit from experience working directly with the public.
On-the-Job Training: Employees in these occupations need anywhere from a few months to one year of working with experienced employees. A recognized apprenticeship program may be associated with these occupations.

Education Level Distribution

Percentage of workers in this occupation with each education level.

High School Diploma - or the equivalent (for example, GED)
55%
Some College Courses
17%
Bachelor's Degree
14%
Associate's Degree (or other 2-year degree)
14%

Technology & Tools

Hot Technologies

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  • Microsoft Windows
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  • Zoom

Software (113)

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  • Customer service knowledge generation software
  • DSC Pacer Interactive Voice Response System
  • Data entry software
  • Database software
  • Delphi Technology
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  • Medical condition coding software
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  • Microsoft Dynamics GP
  • Microsoft Exchange
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  • Microsoft OneNote
  • Microsoft Publisher
  • Multi-channel contact center software
  • Nearpod
  • NetSuite ERP
  • NortonLifeLock cybersecurity software
  • Open Text Fax Server, RightFax Edition
  • Oracle E-Business Suite Financials
  • Oracle JD Edwards EnterpriseOne
  • Oracle Taleo
  • Padlet
  • Parature eRealtime
  • Parature eTicket
  • Poll Everywhere
  • SAP Business Objects
  • SAP Crystal Reports
  • Sage 50 Accounting
  • Sage MAS 200 ERP
  • Sales force automation software
  • Salesforce.com Salesforce CRM
  • ShoreTel
  • Skype
  • Social media sites
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  • SugarSync
  • Tax software
  • Telemation e-CRM
  • Timpani Chat
  • Timpani Contact Center
  • Timpani Email
  • Unified messaging software
  • Virtual private networking VPN software
  • Voice over internet protocol VoIP system software
  • YouTube
  • eStara Softphone
  • iShip
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Tools & Equipment (15)

  • Autodialing systems
  • Automatic call distribution ACD system
  • Calling line identification equipment
  • Cash registers
  • Desktop computers
  • Dialed number identification systems DNIS
  • Global positioning system GPS receivers
  • Multi-line telephone systems
  • On hold players
  • Personal digital assistants PDA
  • Predictive dialers
  • Scanners
  • Voice broadcasting systems
  • Wireless telephone headsets
  • Wireless telephone systems

Where This Career Leads

Career progression organized by specialty track and experience level.

Retail & Customer Experience Advanced Manufacturing

Zone 2
Customer Service Representatives You are here
Zone 4
Sales Managers 78% match

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Real Talk

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