What are the responsibilities and job description for the Account Representative position at Colonial Group, Inc.?
Colonial Terminals, Inc. (CTI) is an industry leader in handling and storing liquid and dry bulk products. We own and operate the largest, independent, liquid and dry bulk storage facilities with breakbulk capability in the Southeastern United States. Colonial Terminals, Inc., is a wholly-owned subsidiary of Colonial Group, Inc.
Job Summary
The Account Representative serves as the primary point of contact for customers leasing liquid storage tanks and reports directly to the Account Representative Supervisor. This role bridges terminal operations and customer relations by managing customer relationships, coordinating product movements, and maintaining accurate inventory records.
Duties And Responsibilities
Colonial Group, Inc. is committed to creating an environment that values and supports diversity and inclusiveness across our organizations. We encourage applications from qualified individuals who will help us achieve this mission. Colonial Group, Inc. prohibits discrimination of and will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
Job Summary
The Account Representative serves as the primary point of contact for customers leasing liquid storage tanks and reports directly to the Account Representative Supervisor. This role bridges terminal operations and customer relations by managing customer relationships, coordinating product movements, and maintaining accurate inventory records.
Duties And Responsibilities
- Serves as the primary point of contact between customers and terminal operations, providing timely updates on daily activities, product status, and service schedules.
- Reviews customer contracts and storage agreements to understand service requirements, including product segregation, contamination prevention, and DOT billing requirements.
- Maintains proactive customer relationships by providing daily inventory balances and throughput reports through DTN, lifting reports, and KPI tracking sheets.
- Maintains accurate, real-time inventory records for all receipts, transfers, and shipments using DTN and internal tracking systems.
- Performs daily and monthly adjustments by reconciling system records against physical tank gauges and terminal balances.
- Investigates inventory discrepancies in collaboration with operations teams and supports year-end audits and regulatory reporting as needed.
- Plans and monitors inbound and outbound product movements by vessel, rail, and truck, utilizing rail provider platforms to optimize terminal resources and storage capacity.
- Prepares and distributes critical logistics documentation, including Bills of Lading (BOLs), Certificates of Analysis (COAs), pull sheets, and Amspec vessel receipts.
- Coordinates with carriers and internal teams to confirm loading plans and safety requirements while minimizing demurrage and detention costs.
- Compiles monthly customer activity data, including storage, throughput, steam, and rail and truck handling, to prepare accurate Schedules of Charges (SOC).
- Validates operational records against billing reports using email tracking and DTN data to ensure all services rendered are accurately captured and documented.
- Prepares end-of-month (EOM) activity summaries and key performance indicator (KPI) reports for management, maintaining detailed audit trails to promote customer transparency and resolve discrepancies promptly.
- Supports product sampling, tracking, and documentation processes and represents terminal service quality during customer audits and inspections.
- Partners with Maintenance, Safety, and Operations teams to meet customer needs while maintaining regulatory compliance and terminal efficiency.
- High school diploma required.
- One year of relevant experience preferred.
- Strong sense of integrity and commitment to customer satisfaction.
- Ability to manage multiple tasks in a dynamic office environment while maintaining focus, attention to detail, and accuracy.
- Self-motivated, with the ability to work independently and perform effectively with minimal supervision.
- Ability to communicate clearly and professionally, both verbally and in writing.
- Flexibility to adapt to daily operational needs, work overtime as required, and monitor the terminal's 24-hour on-call phone.
- Strong work ethic, collaborative attitude, organizational skills, and commitment to workplace safety.
- Basic understanding of marine terminal operations, logistics, warehousing, shipping documentation, and inventory reporting preferred.
- Ability to follow established procedures, identify errors, and anticipate potential problems before they occur.
- Proficiency in Microsoft Word, Excel, and Outlook, with the ability to use various terminal management software applications.
- Intermediate computer and mathematical skills required.
- Regularly performs office-based tasks, including working at a computer, reviewing records, and communicating by telephone and email.
- May be required to sit, stand, and walk throughout the workday, including when visiting terminal operations areas.
- Must be able to navigate terminal environments safely while following applicable safety procedures and wearing required personal protective equipment.
- Must be able to perform the essential functions of the position with or without reasonable accommodation.
- Work is primarily performed in an office environment, with occasional activities in terminal operating areas.
- May be exposed to outdoor weather conditions, industrial equipment, vehicle traffic, and other hazards associated with marine terminal operations.
- Must comply with company safety policies, terminal procedures, and applicable regulatory requirements.
- Must be flexible to work overtime as needed to support business and customer requirements.
- Responsible for monitoring the terminal's 24-hour on-call phone as assigned.
Colonial Group, Inc. is committed to creating an environment that values and supports diversity and inclusiveness across our organizations. We encourage applications from qualified individuals who will help us achieve this mission. Colonial Group, Inc. prohibits discrimination of and will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.