SIFXCSS004
Coordinate interaction with clients


Application

This unit describes the performance outcomes, skills and knowledge required to implement and coordinate the customer service standards of a funeral services organisation. It applies to staff responsible for monitoring team members’ interaction with clients and ensuring that all work is carried out according to work health and safety, relevant legislation and workplace policies and procedures.

No licensing, legislative or certification requirements apply to this unit at the time of publication.


Elements and Performance Criteria

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Implement customer service standards.

1.1 Identify workplace customer service standards.

1.2 Communicate workplace customer service standards to team members.

1.3 Monitor implementation of customer service standards.

1.4 Recognise deficiencies in service provision and take corrective action.

1.5 Provide feedback on quality of service provision to team members and management.

2. Implement workplace policy regarding client complaints.

2.1 Monitor client complaints.

2.2 Take corrective action to resolve client complaints.

2.3 Identify special needs of clients to apply the appropriate response.

3. Communicate with management.

3.1 Refer customer service issues that may affect workplace operation to management.

3.2 Provide information on enquiry types and flows and changing client needs to management in order to facilitate customer service planning.

Evidence of Performance

Evidence of the ability to:

provide feedback to team members on customer service provided including addressing any deficiencies.

report resolutions of client complaints according to workplace policies and procedures

provide feedback to management on operational customer service matters.

Evidence of performance of coordinating interaction with clients is required to demonstrate consistency of performance and ability to respond to different situations.


Evidence of Knowledge

Demonstrated knowledge of:

clients and stakeholders of funeral industry organisations, including:

internal or external

other agencies

individual members of the organisation

individual members of the public

aims and characteristics of customer service standards, including:

identification of clients’ special needs

timely provision of services

provision of feedback

resolution of complaints

processes for monitoring service standards, including continuous improvement methods

workplace policies and procedures in relation to customer service and dealing with complaints

relevant federal, state or territory, and local government legislation and regulations relating to consumer protection and funeral services, burials and cremations

range of social, religious and cultural differences and traditions of the organisation’s clientele

protocols used by the funeral services industry for effective communication.


Assessment Conditions

Skills must be demonstrated in funeral services workplace where customer service of a funeral services organisation can be monitored:

using suitable equipment and resources, including:

communication technologies

documentation, including service standards and client complaints

under industry conditions where there is:

integration of tasks with possible interruptions to work typical of the job role

interaction with team members, management and clients

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.


Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance.

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.


Sectors

Cross-Sector


Competency Field

Client Service and Sales