Client Relations Specialist
Integrity Express Logistics
Integrity Express Logistics
About the Role
This position is a member of the Accounting Department and reports to the AR Manager. The role works directly with 2-3 team members to ensure all broker and customer requests are handled in a professional and timely manner.
Key Responsibilities
- Identify and prioritize incoming Broker requests for new customer setup and credit increases
- Accurately enter customer setup information in IEL’s transportation management software, TMS
- Analyze customer credit via both internal and external methods such as Experian, Blue Book, and Internet Truckstop
- Work with customers to most efficiently invoice and monitor payments
- Communicate with management and broker if a customer is identified as high risk in areas such as credit score, IEL pay history, or ships high value cargo
- Monitor past due accounts and help identify problem accounts by contacting broker or customer contact for payment status
- Facilitate the day-to-day workload in the department that includes new customer setup, credit increases, and following up on past due invoices
- Identify areas within the department that require improvement and offer solutions to those challenges
- Handle additional responsibilities as needed
Requirements & Tech Stack
- Basic knowledge of Microsoft Office
- IEL’s transportation management software, TMS
- Experian
- Blue Book
- Internet Truckstop
Qualifications
- High school degree or GED
- Some data entry and customer service experience
- Works well in fast-paced team settings
- Able to work on multiple tasks in a time-sensitive environment while remaining detail-oriented
- Compliance with company procedures and can identify issues for escalation
- Maintains a high standard of work product and professionalism
Preferred Qualifications
- Associate’s Degree or some College
- Commercial credit experience
- Background in lending or debt collection
- General knowledge of the transportation or logistics industry