Sales, marketing and procurement

Customer service specialist

Dealing with customer queries, purchases and complaints.

Summary

Overview: The main purpose of a customer service specialist is to be a ‘professional’ for direct customer support within all sectors and organisation types. You are an advocate of Customer Service who acts as a referral point for dealing with more complex or technical customer requests, complaints, and queries. You are often an escalation point for complicated or ongoing customer problems. As an expert in your organisation’s products and/or services, you share knowledge with your wider team and colleagues. You gather and analyse data and customer information that influences change and improvements in service. Utilising both organisational and generic IT systems to carry out your role with an awareness of other digital technologies. This could be in many types of environment including contact centres, retail, webchat, service industry or any customer service point.

Knowledge, skills and behaviours (KSBs)

K1:

Business: Understand what continuous improvement means in a service environment and how your recommendations for change impact your organisation

K2:

Business: Understand the impact your service provision has on the wider organisation and the value it adds

K3:

Business: Understand your organisation’s current business strategy in relation to customers and make recommendations for its future

K4:

Business: Understand the principles and benefits of being able to think about the future when taking action or making service related decisions

K5:

Business: Understand a range of leadership styles and apply them successfully in a customer service environment

K6:

Customer Insight: Know your internal and external customers and how their behaviour may require different approaches from you

K7:

Customer Insight: Understand how to analyse, use and present a range of information to provide customer insight

K8:

Customer Insight: Understand what drives loyalty, retention and satisfaction and how they impact on your organisation

K9:

Customer Insight: Understand different customer types and the role of emotions in bringing about a successful outcome

K10:

Customer Insight: Understand how customer expectations can differ between cultures, ages and social profiles

K11:

Customer Service culture & environment awareness: Keep current, knowledge and understanding of regulatory considerations, drivers and impacts in relation to how you deliver for customers

K12:

Customer Service culture & environment awareness: Understand your business environment and culture and the position of customer service within it

K13:

Customer Service culture & environment awareness: Understand your organisation structure and what role each department needs to play in delivering Customer Service and what the consequences are should things go wrong

K14:

Customer Service culture & environment awareness: Understand how to find and use industry best practice to enhance your own knowledge

K15:

Customer Journey: Understand and critically evaluate the possible journeys of your customers, including challenges and the end-to-end experience

K16:

Customer Journey: Understand the reasons why customer issues and complex situations sometimes need referral or escalation for specialist attention

K17:

Customer Journey: Understand commercial factors and authority limits for delivering the required customer experience

K18:

Customer Journey: Understand the underpinning business processes that support you in bringing about the best outcome for customers and your organisation

Technical Educational Products

ST0071
ST0071: Customer service specialist (Level 3) Approved for delivery
Reference:
OCC0071
Status:
Approved occupation imageApproved occupation
Average (median) salary:
£24,927 per year
SOC 2020 code:
7219 Customer service occupations n.e.c.
  • SOC 2020 sub unit groups:
    • 7219/99 Customer service occupations n.e.c.
    • 7111/00 Sales and retail assistants
    • 7211/00 Call and contact centre occupations
    • 7220/00 Customer service supervisors
S1:

Business focused service delivery: Demonstrate a continuous improvement and future focussed approach to customer service delivery including decision making and providing recommendations or advice

S2:

Business focused service delivery: Resolve complex issues by being able to choose from and successfully apply a wide range of approaches

S3:

Business focused service delivery: Find solutions that meet your organisations needs as well as the customer requirements

S4:

Providing a positive customer experience: Through advanced questioning, listening and summarising negotiate mutually beneficial outcomes

S5:

Providing a positive customer experience: Manage challenging and complicated situations within your level of authority and make recommendations to enable and deliver change to service or strategy

S6:

Providing a positive customer experience: Use clear explanations, provide options and solutions to influence and help customers make choices and agree next steps

S7:

Providing a positive customer experience: Explore and interpret the customer experience to inform and influence achieving a positive result for customer satisfaction

S8:

Providing a positive customer experience: Demonstrate a cost conscious mind-set when meeting customer and the business needs

S9:

Providing a positive customer experience: Identifying where highs and lows of the customer journey produce a range of emotions in the customer

S10:

Providing a positive customer experience: Use written and verbal communication to simplify and provide complex information in a way that supports positive customer outcome in the relevant format

S11:

Working with customers/customer insights: Proactively gather customer feedback, through a variety of methods. Critically analyse, and evaluate the meaning, implication and facts and act upon it

S12:

Working with customers/customer insights: Analyse your customer types, to identify or anticipate their potential needs and expectations when providing your service

S13:

Customer Service performance: Maintain a positive relationship even when you are unable to deliver the customer’s expected outcome

S14:

Customer Service performance: When managing referrals or escalations take into account historical interactions and challenges to determine next steps

S15:

Service Improvement: Analyse the end to end service experience, seeking input from others where required, supporting development of solutions

S16:

Service Improvement: Make recommendations based on your findings to enable improvement

S17:

Service Improvement: Make recommendations and implement where possible, changes in line with new and relevant legislation, regulations and industry best practice

Technical Educational Products

ST0071 image
ST0071: Customer service specialist (Level 3) Approved for delivery
Reference:
OCC0071
Status:
Approved occupation imageApproved occupation
Average (median) salary:
£24,927 per year
SOC 2020 code:
7219 Customer service occupations n.e.c.
  • SOC 2020 sub unit groups:
    • 7219/99 Customer service occupations n.e.c.
    • 7111/00 Sales and retail assistants
    • 7211/00 Call and contact centre occupations
    • 7220/00 Customer service supervisors
B1:

Develop self: Proactively keep your service, industry and best practice knowledge and skills up-to-date

B2:

Develop self: Consider personal goals related to service and take action towards achieving them

B3:

Ownership/Responsibility: Personally commit to and take ownership for actions to resolve customer issues to the satisfaction of the customer and your organisation

B4:

Ownership/Responsibility: Exercises proactivity and creativity when identifying solutions to customer and organisational issues

B5:

Ownership/Responsibility: Make realistic promises and deliver on them

B6:

Team Working: Work effectively and collaboratively with colleagues at all levels to achieve results

B7:

Team Working: Recognise colleagues as internal customers

B8:

Team Working: Share knowledge and experience with others to support colleague development

B9:

Equality: Adopt a positive and enthusiastic attitude being open minded and able to tailor your service to each customer

B10:

Equality: Be adaptable and flexible to your customer needs whilst continuing to work within the agreed customer service environment

B11:

Presentation: Demonstrate brand advocacy, values and belief when dealing with customer requests to build trust, credibility and satisfaction

B12:

Presentation: Ensure your personal presentation, in all forms of communication, reflects positively on your organisation’s brand

Technical Educational Products

ST0071 image
ST0071: Customer service specialist (Level 3) Approved for delivery
Reference:
OCC0071
Status:
Approved occupation imageApproved occupation
Average (median) salary:
£24,927 per year
SOC 2020 code:
7219 Customer service occupations n.e.c.
  • SOC 2020 sub unit groups:
    • 7219/99 Customer service occupations n.e.c.
    • 7111/00 Sales and retail assistants
    • 7211/00 Call and contact centre occupations
    • 7220/00 Customer service supervisors