Lead Client Clerk
4 weeks ago
Key Responsibilities:
- Create and update client profiles in the database or CRM system.
- Ensure accuracy and completeness of client information.
- Respond promptly to client inquiries via phone, email, or in-person. Handle escalated customer requests relay information with warehouse staff as needed
- Relay relevant information to appropriate departments or individuals.
- Organize and maintain physical and digital client files.
- File documents, correspondence, and other records systematically.
- Coordinate appointments and meetings between clients and relevant team members.
- Ensure schedules are optimized for efficiency.
- Provide information to clients about products, services, or company policies.
- Assist clients with basic problem resolution and escalate issues when necessary.
- Enter and update client data in databases accurately and in a timely manner.
- Conduct regular audits to identify and correct errors.
- Assist with billing inquiries and payment processing.
- Collaborate with the finance department to address billing discrepancies.
- Distribute client satisfaction surveys and compile feedback.
- Report survey results to management for continuous improvement.
- Assist in preparing reports, presentations, and other client-related documentation.
- Collaborate with other departments to streamline client-related processes.
Qualifications:
High school diploma or equivalent; additional education or certification is a plus.
5 years of proven experience in a similar administrative or customer service role.
Proficiency in MS Office (Word, Excel, Outlook) and data entry skills.
Excellent communication and interpersonal skills.
Detail-oriented with strong organizational abilities.
Ability to multitask and prioritize tasks in a fast-paced environment.
SAP Knowledge is a plus
What’s In It for You Opportunities for career growth and development. Dynamic and supportive work environment in a role crucial for the smooth operation of the office.
Schedule: Monday - Friday, 7:45am - 4:45pm with flexibility to work later or weekends as needed.
Equal Employment Opportunity (EEO) Statement: Red Baron Transportation is an equal opportunity employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other status protected under federal, state, or local laws. All employment decisions are based on qualifications, merit, and business needs.
About BWT Logistics:
At BWT Logistics, we are dedicated to delivering products promptly and efficiently. With a team of highly skilled professionals, we strive to meet all your transportation needs with utmost care and attention.As a leading nationwide Third-Party Logistics (3PL) provider, we specialize in both long and short hauls, ensuring reliable and punctual delivery of your goods to their intended destinations. Our comprehensive freight brokering services offer customized transportation solutions tailored to your specific requirements. You can have complete confidence in our professional and courteous drivers who prioritize the safety and security of your products at all times.We firmly believe that exceptional service is the cornerstone of our business. With our committed team and unwavering dedication to excellence, we are confident in our ability to exceed your expectations and provide you with the outstanding service you deserve. At BWT Logistics, we consistently strive for excellence in all aspects of our operations. As a valued member of our team, we trust that you will embrace our commitment to delivering exceptional service to our clients while upholding the highest standards of professionalism.Our work environment is dynamic, inclusive, and fosters collaboration, innovation, and personal growth. We believe in creating a supportive and rewarding atmosphere where each individual's contributions are recognized and valued.
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