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Form of workAs a Client Relations Specialist, you are responsible for assisting in the day-to-day functions as they relate to IEL customer credit. The primary tasks include setting up new customers, processing credit increases for existing customers and supporting the sales staff with their accounts receivable. This role works directly with 2-3 team members to ensure all broker and customer requests are handled in a professional and timely manner. This position is a member of the Accounting Department and reports to the AR Manager.
Position Description (Essential Duties & 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
Knowledge/Skills/Experience:
Basic (Required)
- High school degree or GED
- Basic knowledge of Microsoft Office
- 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
- Associate's Degree or some College
- Commercial credit experience
- Background in lending or debt collection
- General knowledge of transportation or logistics industry and transportation management software
US Based Employees - At IEL, we are committed to providing equal employment opportunities for all persons, regardless of age, ancestry, color, religious creed (including religious dress or grooming practice), family and medical care leave status, disability (mental and physical) including HIV and AIDS, marital status, medical condition (including cancer and genetic characteristics), genetic information, military status, protected veteran status, status as a victim of domestic violence or stalking, familiar status, national origin, race, sex, pregnancy, childbirth, breastfeeding or related medical condition, gender identity or expression, sexual orientation and or any other category protected by law.
