Client Support Representative
Job ID: BH488242
Category: Customer Support, Customer Service, Administrative Assistant
Specialty: Administrative
Client Support Representative (part of Operations team)
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Role of the Department
The functions of the Operations department is to:
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Ensure that assessment activities are planned and performed in a highly professional and technical manner and that customer expectations are exceeded.
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Process customers through the certification process.
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Job Purpose
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Proactive Client contact
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Aid in maintenance of various reports of status
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Create and maintain client information in our database, EQM
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Responsible for complex clerical assignments following established procedures
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Secures information from various sources in production of reports and listings
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Interacts with clients in a professional manner to provide assistance when needed
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Process customers through the certification process
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Maintain multisite audit sampling planners
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Qualifications and Experience
High school diploma or equivalent. 2-3 years related Customer Service / Program Management experience.
Knowledge of ISO 9000 and related ISO registration/certification schemes
Knowledge of Microsoft Office and other computer programs
Excellent administrative, communications and client telephone contact skills are essential.
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Principal Tasks:
The specific duties of the Client Support Representatives are as follows:
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Day to day maintenance and security of assigned Client in database.
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Direct support of assigned Client requirements & needs
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Scheduling of all audit activities
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Questions and answers
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Requests and inquires
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Updates information and new developments
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Provides client notifications of activities
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Levels of Client satisfaction
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Use of Registration and NQA Logo
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Adhering to established KPI’s of the Customer Service Group
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Maintenance of Client Registration
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Provides work order or activity information
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File reviews (unless as defined by accreditation schemes)
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CAP "chasing" & reviews
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Conducted Reviews
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Support other cell or company initiatives related to the client
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Provides input to the Blue List as appropriate
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Support program management efforts as appropriate
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Certificate Maintenance
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Multisite audit planners and associated multisite required documents
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Financial Support
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Assist in Invoicing Clients (annual registration, pre-activity, re-bill expenses)
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Client collections
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Business Development
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Identifying cross selling opportunities for Business Development
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Support client quotation process as needed
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Championing Clients needs for NQA
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Anticipating clients needs
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Coordination of all activities associated with client
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General Work Habits and Attitude (Internal & External Customers & Team Members)
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Multitasker
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Detail Oriented
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Well Organized
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Attitude
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Personable (extensive client contact)
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Works well as a team member as well as individually
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Willingness and ability to problem solve
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Willingness to expand to technical competence
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Self starter
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Willingness and ability to take on additional projects
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High energy and positive attitude
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Support continuous improvement
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Flexible
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Team oriented
#professional
The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.