Account Specialist - Beyond Brokerage

Colonial Group; Saint Louis Park (MN); Hybrid; USD 38,000 - 52,000; Full time

Job summary

Colonial Group in Minnesota seeks an Account Specialist to advocate for customers, explain transportation nuances, and help troubleshoot issues to grow client business.

The role emphasizes daily CRM activity, cross-functional collaboration, and ongoing customer support, with a Monday–Friday schedule and a focus on building strong partnerships with executives and teams.

Qualifications

• High School diploma or GED required.
• Bachelor's degree in Communications, Business, Marketing, or related fields preferred.
• Strong communication skills, both verbal and written.
• Customer-focused with a solutions-oriented mindset.
• Ability to collaborate with cross-functional teams.

Responsibilities

• Provide customer advocacy and troubleshoot issues related to transportation.
• Communicate daily with internal and external customers.
• Maintain high activity levels in phone calls and CRM usage.
• Identify profitable opportunities and advise customers on fees, products, and services.
• Collaborate with sales and account management to support customers.

Skills

Customer-focused

Verbal and written communication

Team player

Problem solving

Time management

Relationship building

Adaptability

Education

High School diploma or GED

Bachelor's degree in Communications, Business, Marketing, or related field

Job description

PURPOSE

As an Account Specialist, you will be a part of a dynamic, collaborative, and hardworking team. You are the customer advocate and will help our customers understand the many nuances of transportation and help troubleshoot issues if they arise. You will partner with our clients and coworkers to solve issues, effectively and creatively, while building relationships and providing support to help their business grow.

ESSENTIAL DUTIES/RESPONSIBILITIES

• Consistent Monday-Friday work schedule, no weekends


• Communicate daily with both internal and external customers


• Maintain a high level of activity over the phone and through our CRM system


• Ability to research, identify and capitalize on profitable opportunities that are presented daily


• Ability to understand and consult customers in relation to fees, products, and services


• Ability to troubleshoot and support customers in navigating service disruptions


• Maintain an ongoing focus on creating positive and supportive customer experiences


• Ability to establish strong partnership with key executives and decision makers within each customer and territory


• Ability to collaborate with various support teams including sales and account management

REQUIRED KNOWLEDGE/SKILLS/ABILITIES

• Previous experience working directly with customers


• Outstanding collaboration and communication skills at multiple levels


• Ability to work as a team


• Exceptional verbal and written communication skills


• Customer focused and solutions-oriented


• Commitment to continuous improvement


• Strong growth mindset with the willingness to learn and be coached


• Ability to adapt to an equivocal and fluctuating environment


• Robust prioritization, organization, and time management skills

QUALIFICATIONS/EDUCATION

• High School diploma or GED


• Bachelor's degree in Communications, Business, Marketing, or other business-related fields preferred

PHYSICAL DEMANDS/WORK ENVIRONMENT

Work Environment: Job is typically performed in a general office environment or remote environment.

Physical Requirements

• NP Not Present


• O Occasional (Up to 25% of time)


• F Frequent (26%-74% of time)


• C Constant (75% or more of time)