Haley Beard Email & Phone Number

Wichita, KS, US

United States

• Coordinated transportation providers to ensure timely shipment movement
• Responded to customer inquiries and directed clients to appropriate channels
• Reviewed purchase orders and shipping documents for accuracy
• Managed distribution and shipment budgets

• The Broker Assistant is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks
• The role contributes to the seamless functioning of daily operations, ensures compliance with regulations, and facilitates effective communication within the brokerage team
• They work closely with brokers to ensure timely transaction completion through paperwork processing and coordinating with other departments in the firm
• Assists in executing and coordinating day-to-day brokerage operations and supports the implementation and improvement of operational procedures
• Coordinates with the broker to prepare documents, cover letters etcto market renewal business and provides necessary administrative support in filing, printing, and archiving documents
• Administers and updates new and current client information in all required systems accuratelyMaintains accurate and organized records of client accounts, transactions, and other relevant documentation and ensures.

United States

• Establish sales, retention, and customer experience targets
• Strong interpersonal and communication skills to effectively sell products using a consultative,solutions-based approach and influence customer decisions
• Build relationships and adapt to a diverse customer base
• Multi-task and prioritize in a service-oriented, fast-paced team environment
• Greet customers and demonstrate products and services
• Help manage stock room inventory