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Foundations of Customer Service Training

Prepare for your career change by completing The Foundations of Customer Service class with Trutela Insurance.

The Foundations of Customer service class provide essentials every customer service representative needs to be successful.  From typing skills, confidence building, compliance guidelines, phone etiquette and roll playing.  Students will have the tools to become successful in office, call center or work from home settings.

Classes start monthly.

This course includes:

  1. Typing assessment along with homework assignments to improve to a given level
  2. Keys to being successful in customer service
  3. Compliance guidelines
  4. Multi-tasking skills assessment and ways to improve
  5. Importance of documentation
  6. Safeguarding confidential information
  7. Computer skills assessment including Microsoft outlook

The Importance of:

Notating accounts

Call center guidelines

Tailoring customer interactions to specific customer situations- understand the concept of:

Phone Etiquette

Actively listening

Clear communication

Building Trust and a genuine connection

Showing empathy

Call hold guidelines

Requesting and accepting feedback.

Basic Phone skills

Manners matter- Saying thank you and we appreciate your business

How to use the phone

Receiving the first call

Making the first call

Roll Playing- live interactions on how to bring everything together

How to save a customer