Account Consultant I

About the role

The Account Consultant I provides day-to-day account management and cultivates relationships with an assigned group of fleet management clients, striving to continuously exceed customer expectations and deliver on time orders.

Responsibilities

• Review incoming orders to ensure all information has been collected; expedite urgent orders and track through completion; follow up with internal departments on details related to order processing and initiate problem resolution as needed.
• Contact dealerships regarding vehicle availability for up-fitting, decal installs, and key programming; release vehicles for pickup and delivery of orders to meet client needs; respond to customer questions and requests via email and phone in a timely manner.
• Generate ongoing client metrics reports and distribute according to schedule; update customer and client data and verify accuracy of information when working in customer files; maintain relationships with key vendors.
• Audit invoices for accuracy and completion; oversee title and registration processing; administer accounts receivable to help keep client accounts in good standing; represent ACERTUS professionally and take personal responsibility to manage change.

Qualifications

• High School Diploma or equivalent.
• Associate Degree preferred.
• One to three years of experience in customer service, customer contact, or account coordination in an office environment.
• Proficient in Microsoft Office programs, strong Excel, and other general office equipment.
• Organized thinker with exceptional attention to detail and the ability to effectively organize, prioritize work, and manage multiple tasks simultaneously.
• Excellent communication skills, both verbally and in writing, with the ability to build strong client relationships and deliver exceptional customer service.
• Ability to proactively research and resolve routine problems; understanding basic accounting related to billing and invoices; knowledge of title and registration, project management, transportation, and logistics is helpful.

Skills

• Microsoft Office proficiency.
• Attention to detail.
• Strong communication skills.
• Problem-solving ability.
• Basic accounting knowledge.
• Knowledge of title and registration, project management, transportation, and logistics (helpful).

Benefits

• Medical, Dental, and Vision coverage.
• Life/Disability, Accident, Critical Illness, and Hospital Indemnity coverage.
• Company-paid basic life and long-term disability coverage.
• Company-paid time off (PTO).
• 10 paid holidays plus 1 floating holiday.
• 401(k) with company match.
• Tuition reimbursement, financial wellness resources, retirement planning, and legal services.
• Employee discount programs.
• Casual dress code.