Level 3 Customer Service Specialist 


An 18-month customer service programme


Programme Overview:

The main purpose of a customer service specialist is to be a ‘professional’ for direct customer support within all sectors and organisation types.   

You are an advocate of Customer Service who acts as a referral point for dealing with more complex or technical customer requests, complaints, and queries. You are often an escalation point for complicated or ongoing customer problems. As an expert in your organisation’s products and/or services, you share knowledge with your wider team and colleagues.   

You gather and analyse data and customer information that influences change and improvements in service. Utilising both organisational and generic IT systems to carry out your role with an awareness of other digital technologies. This could be in many types of environments including contact centres, retail, webchat, service industry or any customer service point.  


What will you learn – Knowledge and understanding of:  

Business knowledge and understanding 

  • Understand what continuous improvement means in a service environment and how your recommendations for change impact your organisation.  
  • Understand the impact your service provision has on the wider organisation and the value it adds.  
  • Understand your organisation’s current business strategy in relation to customers and make recommendations for its future.  
  • Understand the principles and benefits of being able to think about the future when taking action or making service-related decisions.  
  • Understand a range of leadership styles and apply them successfully in a customer service environment.  


Customer journey knowledge 

  • Understand and critically evaluate the possible journeys of your customers, including challenges and the end-to-end experience.  
  • Understand the reasons why customer issues and complex situations sometimes need referral or escalation for specialist attention.  
  • Understand the underpinning business processes that support you in bringing about the best outcome for customers and your organisation.  
  • Understand commercial factors and authority limits for delivering the required customer experience.  


Knowing your customers and their needs/ Customer Insight 

  • Know your internal and external customers and how their behaviour may require different approaches from you.  
  • Understand how to analyse and present a range of information to provide customer insight.  
  • Understand what drives loyalty, retention, and satisfaction and how they impact on your organisation.  
  • Understand different customer types and the role of emotions in bringing about a successful outcome.  
  • Understand how customer expectations can differ between cultures, ages and social profiles.  


Customer service culture and environment awareness 

  • Keep current, knowledge and understanding of regulatory considerations, drivers and impacts in relation to how you deliver for customers.  
  • Understand your business environment and culture and the position of customer service within it.  
  • Understand your organisation structure and what role each department needs to play in delivering customer service and what the consequences are should things go wrong.  
  • Understand how to find and use industry best practice to enhance own knowledge.  


Customer Service Specialists have the skills within the context of their own organisation to: 

Business focused service delivery 

  • Demonstrate a continuous improvement and future focussed approach to customer service delivery including decision making and providing recommendations or advice.  
  • Resolve complex issues by being able to choose from and successfully apply a wide range of approaches.  
  • Find solutions that meet your organisations needs as well as the customer requirements.  


Providing a positive customer experience 

  • Through advanced questioning, listening, and summarising negotiate mutually beneficial outcomes.  
  • Manage challenging and complicated situations within your level of authority and make recommendations to enable and deliver change to service or strategy.  
  • Use clear explanations, provide options and solutions to influence, and help customers make choices and agree next steps.  
  • Explore and interpret the customer experience to inform and influence achieving a positive result for customer satisfaction Demonstrate a cost-conscious mind-set when meeting customer and the business needs. 
  • Identify where highs and lows of the customer journey produce a range of emotions in the customer.  
  • Use written and verbal communication to simplify and provide complex information in a way that supports positive customer outcome in the relevant format.  


Working with your customers / customer insights 

Customer service performance 

  • Maintain a positive relationship even when you are unable to deliver the customer’s expected outcome.  
  • When managing referrals or escalations to consider historical interactions and challenges to determine next steps.  


Service improvement 

  • Analyse the end-to-end service experience, seeking input from others where required, supporting development of solutions. 
  • Make recommendations based on your findings to enable improvement.  
  • Make recommendations and implement where possible, changes in line with new and relevant legislation, regulations, and industry best practice.  


Customer Service Specialists demonstrate the following behaviours: 


  • Proactively keep your service, industry and best practice knowledge and skills up to date.  
  • Consider personal goals related to service and act towards achieving them. 


Ownership/ Responsibility 

  • Personally, commit to and take ownership for actions to resolve customer issues to the satisfaction of the customer and your organisation.  
  • Exercises proactivity and creativity when identifying solutions to customer and organisational issues.  
  • Make realistic promises and deliver on them.  


Team working 

  • Work effectively and collaboratively with colleagues at all levels to achieve results.  
  • Recognise colleagues as internal customers.  
  • Share knowledge and experience with others to support colleague development.  



  • Adopt a positive and enthusiastic attitude being open minded and able to tailor your service to each customer.  
  • Be adaptable and flexible to your customer needs whilst continuing to work within the agreed customer service environment.  



  • Demonstrate brand advocacy, values and belief when dealing with customer requests to build trust, credibility and satisfaction.  
  • Ensure your personal presentation, in all forms of communication, reflects positively on your organisation’s brand. 


How is this course assessed? 

Full time work-based learners will typically spend 16/18 months on-programme working towards the apprenticeship standard, with a minimum of 20% off this time being off-the-job training.  

Learners without English and Maths at a level 2 must achieve level 2 prior to taking their End Point Assessment (EPA).  

The end point assessment should only start once the employer is satisfied that the gateway requirements for EPA have been met and that the learner is consistently working at or above the level set out in the standard.  

Through the journey to the gateway with GEM Partnership you will complete a set of mini gateways ensuring that you are ready to take the EPA.  

On-programme assessment, the learner will be expected to keep a reflective log and gather evidence against each of the competencies illustrating the application of knowledge, skills and behaviours.  Although any evidence that is assessed during the on-programme period of the learning journey cannot be used for the EPA, gathering it will encourage the learner to continuously reflect on their learning and development plan.  

The EPA consists of three distinct assessment methods:   

  • Practical Observation and Questions and Answers  
  • Work-based project, supported by an interview   
  • Professional discussion supported by portfolio evidence  

Performance in the EPA will determine the learner grade of fail, pass, merit, or distinction.