¨ Responsible for building and maintaining strong relationships with customer accounts, internal staff, vendors, etc. and able to thrive in an ever-changing work environment¨ Responsible for developing sales territories, expanding our customer base, meeting sales goals and analyzing and controlling expenses¨ Responsible for traveling through assigned territory 3-4 days a week contacting customers and prospects in person and by phone ¨ Responsible for developing sales skills by using displays and demonstrations, distributing samples and catalogs and matching product benefits to customer needs ¨ Responsible for educating customers about truck route availability, credit application process, company procedures, etc. ¨ Responsible for administrative reports and sales analysis including periodic sales volume and forecasts, forecasting sales numbers, reviewing market analysis, determining customer needs, volume potential, price schedules and discount rates and recommending new products ¨ Responsible for the annual pricing level review of all accounts ¨ Responsible for coordinating efforts with the Sales Support Representative to achieve a teaming approach with customers ¨ Responsible for effectively and efficiently utilizing organizational tools such as laptop, e-mail, FACTS program, other software programs, expense reports, customer update forms, credit applications, etc.

Duties: Process all incoming contracts according to carrier standard and time requirements.Manage the company database to ensure profiles, appointments and contract information are accurate and up to date. Verify and track agent licenses for renewal.Maintain spreadsheets used to track contract processing, missing information, and updates. Maintain task list and track items to completion. Greet agents with excellent customer service and assist them to completion. Respond to correspondence in a timely manner: emails, calls, letters. Notify agents of any new or outstanding requirements that could change their contract status. Maintain knowledge of contract requirements for each carrier to ensure information is transmitted accurately. Skills: Microsoft Excel, Word, PowerPoint. Customer Service. Time Management. Organization.

ResponsibilitiesDeal directly with Agents either by telephone, electronically or face-to-faceRespond promptly to inquiresHandle and resolve complaintsObtain and evaluate all relevant information to handle inquiries and complaintsProcess orders, forms, applications and requestsDirect requests and unresolved issues to the designated resourceKeep records or customer interactions and transactionsRecord details of inquiries, comments and complaintsRecord details of actions takenManage administrationCommunicate and coordinate with internal departmentsFollow up on customer interactionsPerforms other related duties as assignedProvide agent/agency training on products and sales techniquesMaintain accurate Agent lost for email/ text MarketingBuild graphics for email blast and company needBuild and provide clean professional presentations for Webinars, Company Meetings, and Office Use. Skills Used:Microsoft Excel, Word, PowerPointAdobeCustomer ServiceComputer (including knowledge of Carrier / Company websites)OrganizationTeam Work

Duties: Update Excel spreadsheet daily for account tracking and management. Maintain personal spreadsheets to ensure accounts are surveilled in a timely manner. Maintain spreadsheets to compare production between branches. Assist management in editing spread sheets for validity of data to ensure the most accurate information is entered/updated. Use advanced written communication skills to offer customer service via internal/external email and effective oral communication via telephone. Use of time management to maintain daily goals and tasks. Receive, process, and understand customer financing applications, invoices and contracts by applying company financing policy, online portal rules and regulations and legacy system operations. Apply company financing policy in reviewing documents to reconcile accounts. Verify application, invoice and other documents to be accurate and true to the customers’ knowledge before processing the application or contract. Spot discrepancies ie: bank information verification, invoice totals and accuracy, signatures to ID, early in the application process using various online websites such as Valid, Bin Base, or by reviewing customer documents. Use invoice to create contract for payment. Manage accounts for delinquent and current customers. Includes: calculating payoffs, payment arrangements, notation for account records, etc. Inform customers of the financed Lease Agreement and explain its terms and conditions, including 90 days same-as-cash option. Input information into the computer quickly and accurately using application, invoice and other documents provided by customers and dealers.Related Skills:Operate a multi-line Cisco phone and Agent Systems. Use Microsoft Excel, Word, PowerPoint, and Outlook (2007-2013). Operate copy and fax machines when necessary. Daily use of eFax. Access employee and dealer portals. Maintain a positive customer service attitude. Work well in a team environment and as an individual.