Transportation Insight

Claims Specialist

• Review, investigate, and resolve transportation claims in accordance with company policies and procedures
• Demonstrate comprehensive knowledge of carrier services, including tracking, reporting, and billing methods
• Utilize effective problem-solving skills to verify potential claims identified by proprietary auditing systems
• Communicate information to carriers clearly, concisely, and in an organized manner
• Meet or exceed company expectations for key performance indicators
• Prioritize daily tasks of claims to be completed using time management skills
• Provide accurate and timely updates of claims information and resolutions in proprietary systems
• Escalate issues to leadership as they arise

Claims Processor

Client Services Representative

• Review and analyze client data weekly for trends, issues and additional opportunities for freight cost savings.
• Review open client requests.
• Check status and ensure progress towards request closure and client satisfaction.
• Review carrier performance, as well as, an assigned client’s satisfaction with carrier performance.
• Interdepartmental Communication at all levels both internally & externally for process improvements & client requests.
• Conduct monthly client reviews.
• Review company tools and services available to assigned clients.
• The document which tools are being utilized, the client’s satisfaction with the tools and demonstrate newer tools that the client may not be utilizing, where applicable.
• Attempt to engage the client on new services (organic revenue growth) and/or offer additional cost savings opportunities through cost analysis, if applicable.
• Create case studies highlighting the client's use of Transportation Insight’s products/services for marketing and retention purposes.
• Cost minimization: Review opportunities for an assigned client to transition to more cost attractive solutions, as well as, investigate additional ways in which a client may reduce their operational cost (while maintaining an equivalent or higher level of service).
• Provide training and direction to Logistics Analyst personnel

Account Manager, Client Services

Account Manager

• Serve as the main point of contact for assigned customer accounts
• Build and maintain strong relationships through regular communication via phone and email
• Support day-to-day account activity, including shipment coordination, scheduling, and tracking
• Partner with internal teams to ensure shipments are executed accurately and on time
• Provide timely updates and support to customers, addressing questions or issues as they arise
• Assist with pricing requests and rate discussions as needed
• Support account growth by identifying opportunities to increase volume and improve service
• Review account performance data to identify trends, opportunities, and areas for improvement
• Prepare and deliver account updates, business reviews, and presentations to customers and internal stakeholders
• Help maintain account-specific processes and ensure information is shared across teams
• Provide guidance and support to Account Coordinators to ensure consistent execution
• Participate in customer meetings and present insights in a clear, professional manner

LTL Account Manager

• Responsible for the management and support of a team of Strategic Account Managers and Account Managers
• Deliver client retention and growth
• Drive team engagement through development and support
• Ensure efficient cost to serve through ongoing continuous improvement
• Career development of the team including Individual Development Plans, Succession Planning, and overall HR support.
• Manage account team to oversee projects and customer relationships with existing accounts
• Cultivate internal cross-functional relationships with members of other departments and locations
• Assist the team with the facilitation of programs and communications to gather requirements from customers
• Manage against annual operating budgets to include organic growth and retention targets
• Develop and implement procedures and processes pertinent to the effective and efficient operations of the Client Services department
• Maintain direct communication with key customer relationships to ensure adherence to commitments
• Effectively coach teams to achieve high performance and drive employee engagement and retention.
• Provide feedback and identify resolutions for service failures or customer concerns.
• Review and audit monthly reports in order to understand and communicate results.
• Recommend new strategies to enhance client retention and organic growth.

Claims Processor

Account Manager, Client Services

LTL Account Manager

Client Services Manager