Customer Service Representatives

Whitefield Academy Preschool
Richmond, VA

Summary

Interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints.

Duties

  • Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
  • Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
  • Check to ensure that appropriate changes were made to resolve customers' problems.
  • Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
  • Refer unresolved customer grievances to designated departments for further investigation.
  • Determine charges for services requested, collect deposits or payments, or arrange for billing.
  • Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
  • 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.
  • Solicit sales of new or additional services or products.
  • Review insurance policy terms to determine whether a particular loss is covered by insurance.
  • Review claims adjustments with dealers, examining parts claimed to be defective, and approving or disapproving dealers' claims.
  • Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
  • Order tests that could determine the causes of product malfunctions.
  • Recommend improvements in products, packaging, shipping, service, or billing methods and procedures to prevent future problems.
  • 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.

Requirements

  • Discuss goods or services information with customers or patrons.
  • Maintain financial or account records.
  • Respond to customer problems or complaints.
  • Execute sales or other financial transactions.
  • Respond to customer problems or complaints.
  • Provide notifications to customers or patrons.
  • Refer customers to appropriate personnel.
  • Calculate costs of goods or services.
  • Collect deposits, payments or fees.
  • Prepare documentation for contracts, transactions, or regulatory compliance.
  • Respond to customer problems or complaints.
  • Promote products, services, or programs.
  • Review customer insurance information.
  • Inspect items for damage or defects.
  • Review customer insurance information.
  • Coordinate operational activities.
  • Recommend packing or shipping methods.

Nice To Haves

  • Adobe Systems Adobe Acrobat
  • ADP Workforce Now
  • Blackbaud The Raiser's Edge
  • Citrix
  • Data entry software
  • FileMaker Pro
  • Handheld computer device software
  • Healthcare common procedure coding system HCPCS
  • Human resource management software HRMS
  • IBM Cognos Impromptu
  • IBM Domino
  • IBM Notes
  • IBM Power Systems software
  • Intuit QuickBooks
  • Intuit QuickBooks Enterprise Solutions
  • LexisNexis
  • McAfee
  • Medical condition coding software
  • Medical procedure coding software
  • MEDITECH software
  • Microsoft Access
  • Microsoft Dynamics
  • Microsoft Dynamics GP
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Publisher
  • Microsoft SharePoint
  • Oracle JD Edwards EnterpriseOne
  • Oracle PeopleSoft
  • Sage 50 Accounting
  • Sage MAS 200
  • Salesforce software
  • SAP
  • Yardi
  • Active Data Online WebChat
  • Applied Systems Vision
  • AS/400 Database
  • Astute Solutions PowerCenter
  • Austin Logistics CallSelect
  • Austin Logistics CallTech
  • Austin Logistics Valeo
  • Autodialing systems
  • Automatic call distribution ACD system
  • Avidian Technologies Prophet
  • Calling line identification equipment
  • Cash registers
  • Customer account management software
  • Customer complaint ticketing management software
  • Customer relationship management CRM software
  • Customer service and support software
  • Customer service knowledge generation software
  • Desktop computers
  • Dialed number identification systems DNIS
  • DSC Pacer Interactive Voice Response System
  • eStara Softphone
  • Global positioning system GPS receivers
  • Hosted Support ezSupport Pro
  • iShip
  • j2 Global Communications onebox
  • Kronos Workforce Timekeeper
  • Lynk Everest
  • Main Street Softworks Monetra
  • Microsoft Internet Explorer
  • Microsoft Office
  • Microsoft Windows
  • Microsoft Word
  • Multi-channel contact center software
  • Multi-line telephone systems
  • On hold players
  • Open Text Fax Server, RightFax Edition
  • Parature eRealtime
  • Parature eTicket
  • Personal digital assistants PDA
  • Predictive dialers
  • Sales force automation software
  • Salesforce.com Salesforce CRM
  • Scanners
  • ShoreTel
  • Stamps.com
  • SugarSync
  • Telemation e-CRM
  • Timpani Chat
  • Timpani Contact Center
  • Timpani Email
  • Unified messaging software
  • Voice broadcasting systems
  • Wireless telephone headsets
  • Wireless telephone systems

Benefits

•Competitive compensation
•Flexible schedule and remote work environment
•Ongoing training and professional development
•Opportunity to make a meaningful impact in people’s lives
•Supportive and mission-driven team culture

Work Remotely

This is a remote position
Posted 2026-01-06

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