Client Acquisition Specialist
application together Record notes and next steps in the CRM so no follow-up slips Check in with each client while the carrier...
application together Record notes and next steps in the CRM so no follow-up slips Check in with each client while the carrier...
options to what you learn Quote through carrier tools and submit applications during the client appointment Chase each case... carrier guidelines and state rules as they change Who this is a fit for A track record of selling where results depend...
every open case through the carrier's review and keep clients informed Log activity in the CRM and keep up with compliance...
application together Record notes and next steps in the CRM so no follow-up slips Check in with each client while the carrier...
in the CRM as it happens Keep clients informed while the carrier reviews the application Stay sharp on product...
in the CRM as it happens Keep clients informed while the carrier reviews the application Stay sharp on product...
. What you'll do You'll own the demand forecast that carrier partners share with the company. Each week you'll clean and adjust... Monitor and analyze forecast trends by carrier and by model, and report on them weekly Analyze how forecast accuracy affects...
(carrier, forwarder, drayage company) rates and invoices, and manage the billing/settlement process Handle freight claims... at a freight forwarder, ocean carrier, or 3PL Understanding of US drayage/terminal operations Experience using TMS/ERP...
in the CRM as it happens Keep clients informed while the carrier reviews the application Stay sharp on product...
in the CRM as it happens Keep clients informed while the carrier reviews the application Stay sharp on product...