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Job Information

Insight Global Customer Service in Windsor, California

Job Description

The CSRI is responsible for coordinating and facilitating the preparation of sales orders, as well as liaising

with the Customer Service department and all relevant locations and regularly interacting with field sales

employees and third-party suppliers.

The CSRI is responsible for providing effective customer service for all internal and external customers by

using in-depth knowledge of company products and programs as well as communicating effectively with

team members within the customer service department and within the ATPGroup sales team.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

   

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Skills and Requirements

The following reflects management's definition of essential functions for this job but does not restrict the

tasks that may be assigned. To perform this job successfully, an individual must have regular and reliable

attendance and be able to perform each essential function from the list below satisfactorily. Management

may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation

or other reasons.

  • Maintain direct and timely communication with customers and sales team.

  • Process all customer orders with efficiency and accuracy to products, quantities, shipping locations and

other special handling conditions.

  • Resolve issues relating to the current status of open orders, orders needing to be expedited and/or

traced while in transit.

  • Develop customer information files to include information regarding regulatory requirements, carrier

routings, product specifications, and special instructions.

  • Provide quotes for retail and groups 4 and 5

  • Input orders in Navision (including quotes and scheduling) for either Velocity or Stemware divisions

  • Greet and professionally assist customer walk-ins

  • Ascertain customer needs and/or reason for calling

  • Assist with placement of orders or refunds

  • Answer and direct all incoming phone calls

  • Use clear and constant communication with the customer from the time an order is received until

products are delivered and invoiced

  • Mail courier

  • Perform other duties as assigned null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.

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