Customer Service Agent Criteria

Prepared by: [Your Name]

Date: [Preparation Date]

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Introduction

This document outlines the criteria for evaluating candidates applying for the Customer Service Agent position. The criteria are designed to ensure that candidates meet the essential qualifications and skills required for effective performance in this role.

Purpose

The purpose of this criteria template is to provide a structured approach to assessing candidates for the Customer Service Agent position. It aims to standardize the evaluation process and ensure that all candidates are assessed fairly based on relevant skills and qualifications.

Scope

This criteria template applies to all candidates applying for the Customer Service Agent position. It is used by hiring managers and interviewers to evaluate resumes, conduct interviews, and make hiring decisions.

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Criteria

Criteria	Description	Weight	Comments	Rating
Sales Skills	Consistently meets or exceeds sales targets.	30%	Proven sales success.
Communication Skills	Excellent verbal and written communication skills.	20%	Ability to convey information clearly.
Negotiation Skills	Ability to negotiate effectively and close deals.	20%	Skill in reaching agreements and finalizing deals.
Customer Service	Dedicated to top-tier service.	15%	Dedication to customer satisfaction and support.
Product Knowledge	In-depth understanding of products or services.	10%	Knowledge of product features and benefits.
Technical Skills	Skilled in CRM software and Microsoft Office.	5%	Competence with necessary software tools.

Rating Scale

• 1-2: Below Expectations – Significantly lacking in this area; requires improvement.

• 3-4: Meets Some Expectations – Some competency demonstrated, but improvement is needed.

• 5-6: Meets Most Expectations – Generally competent with some room for improvement.

• 7-8: Exceeds Expectations – Strong performance with minor areas for improvement.

• 9-10: Far Exceeds Expectations – Exceptional performance with notable strengths.

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Evaluation Process

1. Initial Screening: Resumes are reviewed based on the criteria outlined above, and candidates are shortlisted accordingly.

2. Interview Assessment: Candidates are interviewed to assess their alignment with the criteria. The interviewers will use the rating scale to evaluate responses.

3. Final Evaluation: A final assessment is made by combining the ratings from the resume review and interview. Candidates are ranked based on their overall scores.

4. Decision Making: The candidate with the highest score is recommended for the position, subject to final approval.

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