Customer Service Executive Overview

Functions of a Customer Service Executive:

 

A Customer Service Executive will provide information to investors, policy holders, insurers and/or financial advisors, field force, and home office staff.

 

A Customer Service Executive will receive, evaluate, and answer customer inquiries which are basic and routine. Will also utilize a computerized system for tracking, information gathering, providing information, referrals, routine transactions and/or troubleshooting.

 

A Customer Service Executive needs to be involved in processing a high volume of incoming and outgoing faxes and communicating with clients and managers on job or deadline issues, performing quality checks on troubleshooting of basic equipment problems and Data transference between internal systems.

 

The other responsibilities of a Customer Service Executive includes:

• Identify the customers who are, or should be, served by the agency
• Survey customers to determine the kind and quality of services they want and their level of satisfaction with existing services
• Post service standards and measure results against them
• Benchmark customer service performance against the best in business 
• Survey front-line employees on barriers to, and ideas for, matching the best in business
• Provide customers with choices in both the sources of service and the means of delivery
• Make information, services, and complaint systems easily accessible; and 
• Provide means to address customer complaints. 

 

A Customer Service Executive also has to log all incidents accurately, efficiently and comprehensively; assist customers with functional queries and research assistance; work closely with the account teams to provide premium service for our customers; assist in identifying opportunities within accounts; improve client retention through strong customer focus and attention; track progress on outstanding incidents

 

Job Profile of a Customer Service Executive Includes :

• filing and administrative duties 

• Preparing Quotation, Follow up with customers 

• Issuing Invoice and Delivery Order 

• Update Customer Database 

• Scheduling of programs