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Hiring a Call Center Agent: Job Description Template

By Ammar Ahmed


Hiring the wrong call center agent due to vague job descriptions can create a disconnect with customers. This growing concern affects brand reputation. Dive into our detailed guide, turning this challenge into a strength by hiring agents who truly represent your brand.

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Responsibilities & Role of a Call Center Agent

Call Center Agents serve as the frontline interface between customers and the company, a role vital to maintaining a positive brand image.

Though professionals hiring in this field would be aware of the intricacies, here’s an essential overview:

  • Customer Interaction: Handle inquiries, complaints, and support via phone, email, or chat.
  • Problem Resolution: Analyze and solve customer issues efficiently.
  • Product and Service Knowledge: Stay informed about the company’s offerings.
  • Quality Assurance: Follow guidelines to ensure consistent service quality.
  • Data Management: Record customer interactions and feedback.
  • Team Collaboration: Communicate and collaborate with team members.
  • Sales Support: Pitch products or services, if applicable.

How to Hire a Call Center Agent

Hiring a call center agent is not just about filling an open position; it’s about finding someone who will be the voice of your company to numerous customers. From competency in communication skills to an aptitude for problem-solving, the role demands a wide array of skills and attributes.

Here are some crucial factors to consider when hiring a call center agent:

1. Understanding Your Needs

Before diving into the recruitment process, understanding the exact requirements and needs is crucial. Here’s a breakdown:

Type of Call Center:

  • Inbound: Agents who handle incoming calls from customers. For example, a tech company might need inbound agents to assist with product troubleshooting.
  • Outbound: Agents who make outgoing calls, usually for sales or surveys. A market research firm, for instance, might hire outbound agents to conduct customer satisfaction surveys.

Specific Skills Required:

  • Technical Support: Agents with specific technical knowledge, such as IT support for a software company.
  • Customer Service: Focusing on handling customer complaints or inquiries, as seen in retail or hospitality industries.
  • Sales: Sales-oriented roles where upselling products might be key, like in a telecommunications company.

Understanding the nuances of the call center agent’s role can streamline the recruitment process, ensuring that the right candidates with the appropriate skill sets are targeted.

2. Job Description and Role Expectations

A clear job description is instrumental in attracting the right candidates for a call center position. Here’s how it can be broken down:

  • Detailing Daily Tasks and Overall Objectives: This includes specifying the expected responsibilities, such as an inbound agent handling 50-60 calls daily and resolving customer issues.
  • Educational Background, Previous Experience, or Specific Certifications: For specialized roles, specific qualifications may be necessary. For example, a call center agent for medical support might need a basic understanding of medical terminology.
  • Defining Success with Measurable Metrics: Success in the role can be quantified through factors like call resolution time, customer satisfaction scores, or sales targets. A sales call center agent might have specific targets such as “achieving a 20% upsell rate” or “maintaining 90% customer satisfaction.”

By providing a detailed job description and clear expectations, potential candidates can assess whether they are fit for the role, saving time for both the employer and applicants during the recruitment process. It also aids in crafting the rest of the recruitment strategy, from crafting the advertisement to designing the interview process, based on the outlined needs and expectations. 

To make this process hassle-free, you can use our call center agent job description template below. We have considered all the essential factors, ensuring that this key step in the hiring process is as efficient and effective as possible.

3. Recruitment Process

The recruitment process is where you start to connect with potential call center agents and lay the groundwork for a successful hire. It can be broken down into these key stages:

  • Advertising the Position: Think of this as your first impression. Selecting the right platforms like LinkedIn, Indeed, or specialized call center job boards is essential. But beyond that, create engaging job ads that resonate with your audience. Are you a lively startup looking for energetic call center agents? Let that excitement shine through in your ad!
  • Screening Resumes: This stage helps you filter through the masses to find those hidden gems. Utilize tools like applicant tracking systems (ATS) to search for specific keywords and qualifications. Imagine instantly finding candidates with “2+ years of customer service experience.” That’s the power of effective screening!
  • Conducting Initial Phone Screenings: Here’s where things get personal. These pre-interview calls are your chance to assess candidates’ communication skills and general fit with your company. Don’t be afraid to ask pointed questions like “Can you describe a time you handled a difficult customer?” This can be the perfect way to gauge a candidate’s suitability for your team.

Remember, each step in the recruitment process is an opportunity to find the best match for your call center. Be intentional, be engaging, and watch how the right candidates gravitate towards your company.

4. Interview and Selection Process

The interview and selection process is a crucial step in hiring call center agents, designed to assess a candidate’s qualifications, skills, and fit with the company culture. This typically begins with a structured interview process, often consisting of a two-stage approach. The first stage might be a phone interview to screen for basic qualifications and personality fit, followed by an in-person or virtual panel interview to delve deeper.

During these interviews, behavioral and situational questions play a vital role in understanding how a candidate thinks and reacts. For example, asking a candidate to “Describe a time you had to meet a tight deadline and how you handled it” can provide insights into their problem-solving abilities and how they perform under pressure.

Skill assessments are another integral part of this process, with practical tests like role-playing scenarios allowing a hands-on evaluation. If the candidate is applying for a customer service representative role, they might be asked to role-play a disgruntled customer situation. This kind of assessment can give a realistic view of how the candidate would handle real job situations, revealing their ability to stay calm, empathize with the customer, and find effective solutions. 

Check out our helpful guide on top call center interview questions and answers.

5. Training and Onboarding

Once hired, training and onboarding are vital for integrating new agents. Here’s a look at how this can be done:

Training Program for Industry Knowledge and Specific Products/Services:

  • Crafting a tailored curriculum that covers the company’s unique product lineup, industry regulations, or specific software tools that will be used daily.
  • For example, a bank’s call center might require training on various financial products like mortgages and credit cards, along with compliance regulations such as anti-money laundering (AML) protocols.

Soft Skills Training (e.g., communication, empathy):

  • Workshops or modules focusing on developing essential interpersonal skills.
  • Implementing training on empathetic communication for customer service agents to enhance customer satisfaction.

Onboarding Process to Integrate into the Team:

  • Orientation programs, team introductions, and mentorship.Example: A week-long orientation that might kick off with a company tour, followed by department introductions and perhaps even a team-building retreat. Pairing new hires with a seasoned “buddy” can provide guidance and foster camaraderie from day one.

These steps create a seamless hiring process from the advertisement of the position to the integration of the new call center agent into the team. Tailoring these aspects to the specific needs of the role ensures that the right candidates are selected and adequately prepared to succeed in their new role.

6. Legal and Compliance Considerations

Hiring in any industry requires careful attention to legal and compliance issues, and this is particularly true for call center agents. Here are key areas to consider:

  • Background Checks: Performing thorough background checks is often essential to verify a candidate’s identity, criminal history, and professional qualifications. For example, a call center dealing with sensitive financial information might require a detailed background check to ensure there’s no history of financial fraud or misconduct.
  • Confidentiality Agreements: Call center agents often have access to confidential information, such as customer personal details and financial data. This necessitates the creation and signing of confidentiality or non-disclosure agreements (NDAs).
    Specific clauses within the NDA could outline what constitutes confidential information and the legal repercussions if this information is disclosed improperly.
    For example, a healthcare call center might include clauses regarding the Health Insurance Portability and Accountability Act (HIPAA) compliance, ensuring that patient information is handled with the utmost care and discretion.

By being diligent in these areas, companies can mitigate potential legal risks, create a more secure working environment, and protect both themselves and their employees. Legal and compliance considerations should be handled with the assistance of legal professionals to ensure all regulations specific to the industry and location are accurately followed. The goal is to create a legally sound and ethically responsible hiring process that aligns with both the letter and the spirit of the law.

A new hire's first day checklist

Call Center Agent Job Description

Are you aware that defining clear responsibilities and duties in a job description can be a game-changer? According to research by Built-in, an astounding 90% of the best-performing job advertisements prioritize clarity in outlining roles and responsibilities. This emphasizes the necessity of meticulous attention to detail in crafting job descriptions to attract the highest-caliber candidates.

When developing a comprehensive job description for a Call Center Agent position, it’s essential to focus on several key components that can clearly communicate the role’s obligations, expectations, and opportunities within the organization:

Download Template

Position: Call Center Agent

Location: [Insert Location]

Company: [Insert Company Name]

Position Overview:

The Call Center Agent will serve as a direct point of contact for customers, providing a stellar service experience through phone, email, and live chat. Working collaboratively with various teams, the agent will address customer inquiries, solve problems, and contribute to overall customer satisfaction and company growth.

About Us:

[Insert a brief description of the company, its mission, values, and culture]


Handle Customer Inquiries:

  • Respond to customer calls, emails, and chats.
  • Provide information regarding products/services.
  • Resolve customer issues and complaints in a timely and empathetic manner.

Sales Support:

  • Promote and upsell products/services.
  • Assist customers in making informed purchasing decisions.

Maintain Records:

  • Document customer interactions and transactions.
  • Update customer accounts as needed.

Compliance and Security:

  • Adhere to all company policies and regulatory guidelines.
  • Maintain confidentiality of customer information.

Collaborate with Team:

  • Work closely with other departments to ensure a seamless customer experience.
  • Participate in team meetings and training sessions.

Qualifications and Experience:


  • High School Diploma required.
  • Bachelor’s degree in a related field preferred.


  • Minimum of XX years in customer service or call center environment.


  • Excellent communication and interpersonal skills.
  • Proficiency in relevant computer applications and software tools.
  • Ability to multitask and manage time effectively.
  • Strong problem-solving abilities.


  • [If applicable, list specific certifications or licenses required]


  • Starting salary of $ per annum, negotiable based on experience.
  • Additional benefits include performance-based bonuses and incentives.


  • Competitive salary with performance-based incentives.
  • Health, dental, and vision insurance.
  • Paid time off and holidays.
  • Employee discounts on products/services.
  • Opportunities for professional development and growth.

Work Environment:

  • Fast-paced, dynamic call center setting.
  • Opportunities for on-the-job training and career advancement.

How to Apply:

Please send your resume and cover letter to [Insert Email Address] with the subject line “Application for Call Center Agent.” The deadline for applications is [Insert Deadline].

Note: This template covers a broad spectrum of the role and can be tailored to meet the specific needs and requirements of your company. Feel free to adjust the sections as needed for your particular call center environment.

How Much Does it Cost to Hire a Call Center Agent?

When it comes to hiring a call center agent, the cost extends beyond just the annual salary or hourly wage. A variety of expenses contribute to the total cost of hiring, some of which may not be immediately apparent. Here’s a breakdown of the different factors that can affect the overall cost:


The salary of a Call Center Agent can vary widely depending on factors such as experience, skills, and location. On average, the base salary ranges from $38,000 to $60,000 annually. The average hourly rate is around $17.14. High-cost cities often have higher pay rates, with some agents earning over $23 per hour.


Offering benefits to employees is a common practice, and it significantly affects the overall cost of hiring. The benefits package can add 20-30% to the base salary. This can include:

  • Health Insurance: Often costs between $4,000 to $6,000 per year.
  • Retirement Plans: An additional 11.6% of the salary.
  • Paid Time Off: Worth about $2.70 – $4.03 per hour.

Recruitment Costs

Finding the right candidate involves several expenses. On average, employers spend about $2,500 on recruitment per agent.  Recruiting costs vary a lot for call centers that mainly make outbound calls. Out of these, 42% spend less than $750 to bring in a new agent.

ROI of Call Center Agent

Investing in call center agents can significantly impact a company’s bottom line, as they are often the first line of contact with customers. Their role is paramount in enhancing customer experience, retaining clients, and contributing to revenue growth. Here’s an in-depth examination of how call center agents bring these ROIs:

  • Enhancing Customer Experience: Focused efforts on superior customer service, spearheaded by skilled call center agents, lead to revenue gains as much as 5.7 times higher compared to competitors. This competitive edge is a testament to the substantial value that excellent customer support brings to a brand.
  • Customer Retention and Profit Growth: A study by Bain & Company discovered that a modest 5% increase in customer retention (often achieved through personalized service provided by call center agents) can lead to profit increases of anywhere between 25%.

The ROI of hiring a call center agent isn’t just in the immediate financial terms, but also in the long-term relationships and brand reputation that they help build. Investing in a competent call center agent equates to investing in your brand’s future. These statistics demonstrate that hiring and training the right call center agents can be a strategic move that results in more satisfied customers, increased loyalty, and substantial revenue growth. I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Ammar Ahmed

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