Annuities Customer Service Representative jobs in Stockton, CA

Pay range of $18-$22/hr

POSITION SUMMARY:

This position is responsible for departmental interfacing with customers regarding their product throughput.  Responsible for the customer’s inventory accuracy and record keeping. Responsible for developing and maintaining positive customer relations and coordinating with various functions within the company to ensure customer requests are handled appropriately and in a timely manner.

ESSENTIAL FUNCTIONS:

·        As this position has the ability to substantially affect the relationship between the company and a customer, either from a financial standpoint or product standpoint, it is imperative that the CSR be thorough, accurate, detail-oriented, customer services focused, professional, highly communicative, effectively multi-task and demonstrate the ability to work efficiently in a fast-paced, high volume environment.

·        Processes orders by EDI, fax or email.

·        Inputs receiving and shipping of customers goods into Warehouse Management Systems.

·        Resolves inventory, receiving, shipping and invoicing problems.

·        Participates in physical inventory counts.

·        Anticipates and corrects problems in delays and any additional information needed by customer.

·        Forwards to the Customer documents and records upon request.

·        Follows-up on orders to ensure delivery by specified dates.

·        Checks orders to ensure they are accurate with regards to quantity shipped.

·        Prints and supplies special labeling when required to the shipping department.

·        Receives and checks customer complaints. Consult with warehouse or common carrier personnel to expedite or trace missing or delayed shipment.

·        Act as a backup for other Customer Service Representatives.

·        Maintains thankful, respectful, polite, and courteous attitude.

·        Performs other related duties as required.

·        Other duties as assigned.

QUALIFICATIONS/EDUCATION/EXPERIENCE:

·        High School Diploma or GED (required).

·        2-4 year college degree/certification preferred.

·        3 years of experience or equivalent combination of education and experience.

·        Proficient in MS Office, specifically Excel, Word and Outlook.

·        Excellent oral/written communication skills.

·        Familiar with current product lines and customer base.

·        Excellent customer relationship skills.

·        Organized with an ability to know customers activities and status ongoing.

·        Ability to read and interpret documents such as procedure manuals, work instructions, software manuals.

·        Displays maturity and assertiveness.

·        Organizational skills and ability to meet deadlines.

·        Prior experience with the general public (customers) is a plus.

PHYSICAL DEMANDS AND WORK CONDITIONS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and/or hear. The employee frequently is required to use hands and/or fingers, handle, and/or feel objects, tools and/or controls. The employee is occasionally required to stand; walk; sit; reach with hands and/or arms; climb and/or balance; and/or stoop, kneel, crouch,

and/or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.

NOTE:

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills aptitudes and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

LEGAL DISCLAIMER:

This document is intended for informational purposes only and by no means should replace or substitute other legal documents (governmental or non-governmental) reflecting similar content or advice. If you have legal questions concerning your situation or the information provided, you should consult professional counsel.

BENEFITS: (if working over 30 hours per week)

·        Medical, dental, vision, and basic life/AD&D (a portion will be paid by employer)

·        Paid Time Off (PTO)

·        401K Plan