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Customer Service Skills Workshop: Creating Polished Professionals

January 14-15, 2025 | 10:00 a.m.-12:00 p.m. ET

Online Workshop

The past few years have created a new working environment for many organizations, altering where and how we perform our work. With so much of our communication occurring over the phone and online, customer service skills have never been more important. Register today and attend this workshop to hone your customer service skills for this new world we live in. Learn about vocal qualities, call framework and strategies that polished professionals use every day to deliver exceptional customer service. This workshop will help you and your team:

  • Raise service excellence to callers by improving skills
  • Outline performance expectations of call center staff members and those who use phones extensively in their work
  • Brand the fund you represent and support great customer/client experiences.

To register multiple individuals, contact us at [email protected] to ensure we can accommodate your team.

 

Training Outline

1. Vocal Qualities and Using Your Voice as a Communication Tool

  • Tone
  • Inflection
  • Emphasis 
  • Pitch
  • Enunciation
  • Volume 
  • Rate
  • Exercises in Speaking Rates and Voice Analysis

2. Call Frameworks to Build a Solid Foundation for Success in Each Call

  • Greeting 

  • Building Rapport

  • Listening

  • Asking Questions

  • Providing Information

  • Closings

  • Exercises and Role Plays

3. Signature Strategies for Polished Professionals

  • Holding and Resuming

  • Courtesy

  • Words to Avoid

  • Things to Use Because People Love Them

  • Dealing with Difficult Callers

  • Five Forbidden Phrases

  • Stopping the Dumb Stuff

  • Role Plays

4. Question and Answers


Virtual Instructor-Led Training

Virtual instructor-led courses are interactive programs designed to give you the knowledge needed to be better in your role. Courses are hosted in Zoom and require participants to enable the microphone and camera on their device. These courses have limited spots available to simulate a classroom environment and make it easier for those attending to have meaningful engagement with the curriculum.

Who Should Attend

This program is designed for all those in the US and Canada who are on the frontlines of communicating with plan participants, customers, or vendors.

Instructor

Information coming soon.

Pricing

$385.00

US Member

$550.00

US Non-member

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