Account Customer Service Representative

Company: Compliance Navigation Specialists
Job Type: Full Time
Job Location: Lititz PA

Classification: FT; Hourly

Position Overview: CNS Account Support Specialist

Primary Responsibilities and Duties

This position will have the following primary responsibilities:

  • Day to day communication with all PSM client’s needs.
  • Maintaining Accurate Driver and Vehicle lists through all CNS Systems.
  • Assist in building client reports on a monthly/weekly basis.
  • Daily Communication with Account Managers on needs.
  • Assist with audit support when clients are being audited by FMCSA/DOT entities.
  • Continued education on FMCSR 49 CFR standards.
  • Building PowerPoint presentations and other training materials based on Account manager guidance and support.
  • Maintaining daily “to-do” lists with Account Managers and Driver Specialist teams.
  • Ensuring access to all client log ins for easy access of CNS teams.
  • Assist with Fuel Tax support items.
  • Keeping track of client’s renewable services and service records.
  • Assist with Billing support ensuring all clients are accurate and up to date.
  • Data entry for CNS & client purposes.
  • Applying for permits/licenses for different government entities.
  • Scheduling trainings/meetings with clients.
  • Keeping accurate schedules to work from.
  • Continuous follow up with clients on needs.
  • Continuous follow up with internal team members on needs.
  • Creating safety & compliance materials with interaction from Account manager.
  • Assist with initial driver qualification based on company standards.
  • Maintaining accurate client records in all CNS Systems.
  • Assist with client onboarding.
  • Collect and organize documents from clients.
  • Daily check on client submissions to ensure completeness.
  • Other tasks to be handled as given.

Secondary/ Back-Up Support and Responsibilities and Duties

This position will have the following support role responsibilities:

  • Other duties as assigned
  • Support of reporting teams to complete tasks as needed.

Skills/ Competencies

To be successful in this position, the employee will possess the following skills and competencies:

  • Detail oriented – a high degree of accuracy skills
  • Ability to multitask across multiple tasks and programs
  • Proactive and solution-oriented
  • Strong problem-solving ability and critical thinking skills
  • Proficient using Microsoft products (Word, Excel, Teams, Dynamics) and QuickBooks
  • Exceptional customer service skills
  • Ability to work within a team
  • Incorporation of company core values into the culture within the team
  • Excellent verbal and written communication skills – ability to engage and communicate with customers and clients verbally and in writing
  • Creative, “outside the box” thinking to solve customer problems
  • Strong accountability to clients as well as co-workers
  • Positive mindset to drive programs forward

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