Manage customer service

URN: INSML052
Business Sectors (Suites): Management and Leadership
Developed by: Skills CFA
Approved on: 2021

Overview

This standard is about managing customer service. You organise employees and resources to deliver customer service in accordance with your organisation's standards. You provide customer service training and support to enable staff to provide service autonomously to specified levels. The standard includes responding to customers who are referred to you, monitoring customer service performance, obtaining feedback and analysing data to identify improvements and recommend changes to processes, systems and standards.

This standard is for all managers and leaders.


Performance criteria

You must be able to:

  1. engage colleagues and stakeholders in managing customer service
  2. establish measurable standards of customer service, considering customers' expectations and your organisation's resources
  3. organise colleagues and resources to meet customer service standards, taking account of varying levels of demand and likely contingencies
  4. measure colleagues competence to ensure they can deliver the required level of customer service
  5. provide training, support and supervision to colleagues when required
  6. communicate the standards of customer service that colleagues are expected to deliver
  7. outline colleagues' level of autonomy for responding to customers' requests and problems
  8. respond to customers' requests and problems referred to you
  9. seek advice from specialists and/or more senior managers, where necessary
  10. keep customers informed about the actions you are taking to deal with their requests and problems
  11. obtain feedback on staff and customer perceptions of the standards of customer service your organisation delivers
  12. monitor the customer service delivered, customers' requests, problems and feedback against your organisation's standards for customer service
  13. analyse your organisation's customer service data to identify the causes of problems
  14. identify opportunities for improving customer service based on feedback and monitoring
  15. recommend changes to processes, systems or standards to improve customer service
  16. follow the legal, organisational, codes of practice and policies relevant to managing customer service

Knowledge and Understanding

You need to know and understand:

General knowledge and understanding

1.      how to engage colleagues and stakeholders in managing customer service

2.      how to establish clear and measurable standards of customer service, considering customers' expectations and your organisation's resources

3.      how to organise staffing and other resources to meet customer service standards, including the importance of taking account of varying levels of demand and likely contingencies

4.      the importance of ensuring customer service staff are competent to carry out their duties, and how to provide any necessary training and support

5.      the importance of ensuring staff understand the standards of customer service they are expected to deliver

6.      the extent of staff autonomy for responding to customers' requests and problems, and when to refer these to a senior staff member

7.      the importance of taking responsibility for dealing with customers' requests and problems referred to you, and keeping them informed about the actions you are taking

8.      how to monitor the standards of customer service delivered

9.      identify and manage potential issues before they develop into problems, customers' requests and feedback (from staff and customers), and the importance of doing so

10.   the types of customer service data available and how to analyse it to identify the causes of problems and opportunities for improving customer service

11.   the importance of making or recommending changes to processes, systems and standards to improve customer service, and how to do so

Industry and sector specific knowledge and understanding

12.   the industry and sector requirements for the delivery of customer service

13.   the legal, organisational, codes of practice and policies relevant to managing customer service

Context specific knowledge and understanding

14.   your organisation's stakeholders and their interests, and available resources

15.   your organisation's customers and their expectations of customer service

16.   the types of problems that occur and your organisation's complaints policy and procedures

17.   your organisation's staffing in relation to delivering customer service

18.   the sources of advice, guidance and support from customer service specialists or more senior managers


Scope/range


Scope Performance


Scope Knowledge


Values


Behaviours


Skills

  1. Acting assertively
  2. Analysing
  3. Communicating
  4. Information management
  5. Managing conflict
  6. Monitoring
  7. Obtaining feedback
  8. Planning
  9. Problem solving
  10. Reviewing
  11. Team building
  12. Thinking with a focus on customers
  13. Valuing and supporting members of staff

Glossary


Links To Other NOS


External Links


Version Number

1

Indicative Review Date

2026

Validity

Current

Status

Original

Originating Organisation

Instructus

Original URN

CFAM&LFD3

Relevant Occupations

Managers and Senior Officials

SOC Code

1111

Keywords

Management & leadership; manage; customer service