Expeditors
Tasks and Duties 
This section lists job-specific tasks and duties, such as the ones listed below, that are completed on a regular basis by the employee. This list may be edited to the specific job role.   
• Allocate workloads within team to ensure smooth operations during peak activity or staff absence 
• Monitor workboards to ensure internal KPI’s are met e.g. timely data entry 
• Build and maintain strong relationships with customers.  
• Assist in retention calls and complete customer reviews with your regular customers to document in the CRM 
• Monitor invoicing and BNP report where needed 
• Proactively communicate with the team to ensure continuous awareness and understanding of policies and regulations  
• Be a guide for the team - mentor agents, lead agents and ensure that positive attitude is maintained within the team 
• Promote productivity tools within the team (e.g. using workboard, invoice processing, expo) 
• Be continuously open and positive to implementing new system changes and enhancements with the team 
• Oversee and ensure compliance with Expeditors Operational Process Standards 
• Audits all new accounts and follow up on responsibilities of agents to ensure that customer needs have been met.  
Support the manager and or the sales department where needed:  
• Makes introductory contact with new accounts and maintain effective relationships with existing accounts. 
• Addresses the more complex and non-routine customer issues and requests. 
• Coordinates new accounts, gathering all necessary information and assigning accounts to agents 
• Audits all new account and follows up on responsibilities of the CSR’s to ensure that customer needs have been met 
• Help develop and recommend the annual departmental operating budget, making said budget consistent with the desired customer service levels and necessary equipment upgrades 
• Interacts with credit and collections personnel regarding payment problems 
• Performs and supervises department accounting functions (i.e. Accts. Payable, Accts. Receivable, Customer Invoicing, domestic freight rating, etc.) 
Real, currently open roles at Expeditors, sourced from their public smartrecruiters careers page.
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Qualdoc
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