Transportation
Shipping Clerk II
Last updated
A Shipping Clerk II is a senior shipping clerk with expanded responsibilities—handling more complex carrier programs, international documentation, hazmat shipping, or informal team lead duties in addition to core outbound documentation tasks. The II designation reflects demonstrated proficiency and the expectation of greater independent judgment and scope than an entry-level clerk.
Role at a glance
- Typical education
- High school diploma or GED; Associate degree in logistics or business preferred
- Typical experience
- 2-4 years
- Key certifications
- DOT hazmat training, IATA Dangerous Goods Awareness, OSHA 10-hour
- Top employer types
- Manufacturers, distributors, retailers, logistics providers
- Growth outlook
- Strong demand driven by e-commerce expansion and increasing regulatory complexity in international/hazmat shipping
- AI impact (through 2030)
- Augmentation — AI can automate routine BOL generation and invoice reconciliation, but human expertise remains critical for managing complex regulatory compliance, hazmat classifications, and carrier dispute resolution.
Duties and responsibilities
- Process all outbound shipment documentation including BOLs, packing lists, shipping labels, and carrier-specific documentation with a high degree of accuracy
- Manage carrier programs across multiple modes—LTL, truckload, parcel, air—coordinating pickup scheduling and confirming special instructions
- Prepare international shipping documentation: commercial invoices, certificates of origin, packing declarations, and electronic export filings through AES
- Prepare hazardous materials shipping papers per DOT 49 CFR requirements and ensure proper labeling and marking of outbound regulated shipments
- Research and resolve outbound shipping discrepancies—wrong carrier routing, wrong service level, address corrections—before cargo departs
- File freight claims for outbound lost or damaged shipments with supporting documentation; track claims status through resolution
- Train new shipping clerks on documentation processes, carrier portals, and shipping system procedures
- Review outbound shipments for compliance with customer routing guides and vendor compliance requirements
- Maintain shipping system master data—carrier records, rate tables, address book entries—and flag outdated or incorrect information
- Support month-end freight expense review by reconciling carrier invoices against shipping records and flagging billing discrepancies
Overview
A Shipping Clerk II handles the full range of outbound documentation work at a level of complexity and independence that goes beyond the entry-level clerk role. They are the person on the shipping team who handles the complicated shipments—the ones going international, the ones with hazmat classifications, the ones with customer-specific routing guide requirements, the ones where a mistake has real financial or regulatory consequences.
The documentation scope is broader. Where a Clerk I might handle domestic parcel and standard LTL documentation, the Clerk II covers all of that plus commercial invoices for export shipments, AES filings in the ACE portal, IATA dangerous goods declarations for air shipments, DOT hazmat shipping papers for ground regulated cargo, and CTPAT documentation for cross-border freight. Each of these has specific regulatory requirements, and errors in any of them create downstream problems that are expensive and time-consuming to resolve.
The carrier relationship dimension is deeper. The II clerk typically manages relationships with multiple carrier programs, tracks carrier performance data, identifies billing discrepancies, and resolves routing issues without supervisor intervention. When a carrier bills a weight adjustment that contradicts the company's certified scale weight, the Clerk II pulls the documentation, contacts the carrier's billing dispute desk, and resolves it. When a customer's routing guide requires a carrier that isn't in the company's standard program, the Clerk II knows to flag it and find a solution before the shipment departs.
The training function is informal but real. When a new Clerk I is hired, the II clerk is often the one who walks them through the carrier portals, explains how the BOL generation works in the WMS, and shows them where the hazmat shipping papers are kept. This mentorship role is not always formally recognized, but it's a genuine contribution to the department's capability.
Carrier invoice reconciliation is a specialty that Clerk IIs often own. Carrier invoices routinely contain errors—weight adjustments, fuel surcharge miscalculations, accessorial charges that weren't in the original quote. A clerk who reviews invoices systematically against shipping records recovers costs that would otherwise be absorbed.
Qualifications
Education:
- High school diploma or GED required; associate degree in logistics or business is a plus
- No college degree required; demonstrated experience and specialized knowledge matter more
Experience:
- 2–4 years as a shipping clerk or in a similar logistics documentation role
- Demonstrated proficiency with at least one shipping platform beyond basic parcel—LTL carrier portals, international freight systems, or TMS
- Prior involvement with international documentation, hazmat shipping, or routing guide compliance is a strong differentiator
Certifications:
- DOT hazmat training (49 CFR Part 172) for ground shipments—required for facilities shipping regulated materials
- IATA Dangerous Goods Awareness or Category 6 certification for facilities with air freight
- OSHA 10-hour for workplace safety baseline
Technical skills:
- Parcel shipping systems: UPS WorldShip, FedEx Ship Manager
- LTL carrier portals and BOL generation
- ACE/AES portal for electronic export information filing
- ERP/WMS ship confirmation modules (SAP, Oracle, NetSuite)
- Microsoft Excel for invoice reconciliation and shipping logs
Regulatory knowledge:
- DOT hazmat: 49 CFR Parts 171–180 for applicable materials
- U.S. export regulations: EEI filing requirements, Schedule B codes, export license awareness
- INCOTERMS 2020: risk transfer and documentation responsibility by term
- Customer routing guide compliance: consequences of non-compliance (chargebacks)
Soft skills:
- Precision with complex documentation—the II level handles shipments where errors trigger real regulatory or financial consequences
- Judgment about when to escalate and when to resolve independently
- Professional communication with carrier billing dispute contacts, customs brokers, and internal finance teams
Career outlook
Shipping Clerk II positions reflect the reality that experienced logistics clerks with specialized documentation knowledge are in short supply relative to facilities that need them. The II title is how companies retain and recognize performance in a role category that has limited formal career ladders compared to management tracks.
Demand for clerks with international documentation and hazmat shipping expertise is particularly strong. The regulatory complexity of export compliance—EAR jurisdiction, AES filing requirements, export license determinations—and DOT hazmat shipping requirements are genuine specializations that take time to develop. Facilities that need these capabilities pay meaningfully more for clerks who bring them.
The e-commerce growth story has created thousands of shipping operations at manufacturers, distributors, and retailers that previously relied on wholesale channels and never needed individual order documentation. Many of these operations are hiring experienced clerks to manage the transition from pallet-in-pallet-out to case-and-unit outbound with customer routing compliance requirements. This transition is creating Clerk II roles at companies that previously had only basic shipping positions.
Career advancement from the II level leads to shipping and receiving coordinator, logistics coordinator, transportation coordinator, or—for those with international expertise—customs entry filer or trade compliance analyst. Some experienced Clerk IIs use their export documentation experience as the foundation for a licensed customs broker career, which requires passing the CBP Customs Broker Exam and carries significantly higher earning potential.
Compensation for the II designation is modest relative to coordinator and supervisor roles, which is why many experienced clerks who could be Clerk IIs choose to pursue coordinator or supervisor titles instead. The II level is a reasonable stepping stone for 1–2 years, but strong performers who want meaningful salary increases should be on a clear path toward the coordinator level.
Sample cover letter
Dear Hiring Manager,
I'm applying for the Shipping Clerk II position at [Company]. I've been a shipping clerk at [Company] for two and a half years, managing outbound documentation for a facility that ships domestic parcel, LTL, and a moderate volume of international shipments to Canada and Mexico.
In the past year I've taken on our international documentation work after our previous shipping lead left. I now prepare commercial invoices, CUSMA certificates of origin for Canada, and EEI filings through the ACE portal for shipments that require them. I also handle our NAFTA—now CUSMA—preferential tariff documentation for our automotive parts customers in Mexico. It's been a significant learning curve, but I've gone through the CBP export guidelines and the Canada Border Services documentation requirements, and we haven't had a customs hold in the nine months I've been managing it.
I also completed our DOT hazmat training six months ago when we started shipping lithium battery packs in bulk for a new OEM customer. I prepare the shipping papers, confirm proper labeling and marking, and review the carrier's hazmat certification before booking the shipment.
I'm looking for a Shipping Clerk II title that formally recognizes the scope I'm already working at, and ideally a facility where there's a path toward a coordinator role within the next two to three years. [Company]'s mix of domestic and international freight programs looks like the right environment.
Thank you for your consideration.
[Your Name]
Frequently asked questions
- What distinguishes a Shipping Clerk II from a Shipping Clerk I?
- The II designation typically means one or more of the following: additional carrier program complexity (international freight, hazmat, air), informal team lead or training responsibilities, greater independent authority to resolve issues without supervisor escalation, and deeper ERP or WMS system knowledge. Companies use the level distinction to recognize performance and add scope without immediately promoting to a coordinator or supervisor title.
- What is the AES (Automated Export System) and when does a Shipping Clerk use it?
- AES—now part of the ACE (Automated Commercial Environment) platform operated by Customs and Border Protection—is the electronic system for filing Export Information, known as EEI (Electronic Export Information), for U.S. exports with a value over $2,500 or that require an export license. Shipping Clerk IIs at facilities with significant export volume are often responsible for AES filings, which require knowing the product's Schedule B commodity code, the ultimate consignee, and the export license authority.
- How does a customer routing guide affect shipping documentation?
- Large retailers and manufacturers often have specific routing guide requirements for inbound vendors—specifying which carrier must be used for which shipment size or destination, what labeling requirements apply, which service level to book, and what documentation must be included. Non-compliance with routing guides can trigger charge-backs from the customer. A Shipping Clerk II who reviews routing guide requirements before generating documentation protects the company from these charges.
- What is carrier invoice reconciliation and why does a clerk do it?
- Carrier invoices don't always match the rate quoted at time of shipment—carriers add fuel surcharge updates, weight adjustments, reclassification charges, and accessorial fees. Invoice reconciliation involves comparing what the carrier billed against the original shipping documentation to identify discrepancies. Clerks who flag billing errors early save the company money and help accounts payable avoid paying disputed charges that require a lengthy claims process to recover.
- Is the Shipping Clerk II a good role for someone considering a logistics career?
- Yes. The II level provides exposure to complexity—international documentation, hazmat compliance, carrier compliance programs—that develops expertise beyond basic parcel shipping. This expertise is the foundation for freight forwarding, customs brokerage, trade compliance, and transportation coordinator careers. Clerks who take the international and hazmat aspects of the job seriously build credentials that transfer across industries and modes.
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