Account Service Representative Job Description
Account service representative
provides greater access to health insurance, by providing education and assistance to Medicare individuals.
Account Service Representative Duties & Responsibilities
To write an effective account service representative job description, begin by listing detailed duties, responsibilities and expectations. We have included account service representative job description templates that you can modify and use.
Sample responsibilities for this position include:
Help enhance internal processes, providing operational support, including opportunities, business analysis using Salesforce.com
Invoice validation/adjustment – Verify scheduled commercials versus aired commercials and resolving any discrepancies
Collaboration – Work with Ad Sales teams across the organization including Strategic Planning, Traffic, Invoicing, to ensure a smooth and effective campaign
Shipment coordination / logistics
Client relations / customer service
Utilizing system software to respond to online messages/emails to answer questions, provide banking services and resolve customer service issues
Maintains positive relationships with external and internal customers
Participates in weekly coaching routines and learning opportunities to improve their individual and team contribution
Actively partners with their Manager to develop their skills and proficiency on designated capabilities identified for the role/business through Development Plan activities and career planning discussions
Learning Bank’s processes and procedures for a variety of bank operation functions and selling Bank products and services through on the job cross-training activities and formalized training classes
Account Service Representative Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Account Service Representative
List any licenses or certifications required by the position: GOLD, CFAA
Education for Account Service Representative
Typically a job would require a certain level of education.
Employers hiring for the account service representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Associates, English, Marketing, Technical, Business/Administration, Communications, Engineering, Finance
Skills for Account Service Representative
Desired skills for account service representative include:
MS Access
Related programs
Salesforce
Changed Travelex and applicable BFSFCU products and services
New
CRM software
Health insurance and call centers operations
Medicare
Strata and Media Ocean is beneficial
Commonly used concepts
Desired experience for account service representative includes:
Computer Skills – Proficient in Microsoft Office (Excel, Word, PowerPoint and Outlook)
Successful completion of the IFIC (Investment Funds in Canada)or CSC (Canadian Securities) exam & is eligible to be licensed to sell mutual funds
Excellent career development and progression opportunities
Candidate must have at least three years related advertising sales experience
Candidate should have a passion for web-video
Candidate must possess proven solution-oriented skill sets and a track record for closing fiscally responsible business deals that are in alignment with overall corporate vision and goals
Account Service Representative Examples
1
Account Service Representative Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of account service representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for account service representative
- Coordinate with leadership team to ensure proper floor leadership coverage at all times during all shifts
- Assist a team of associates whose primary focus is providing direct support to inbound customer contacts through phone or written communication
- Partner with other leads, supervisors, and/or managers within the department to ensure service levels are met and there is a consistent customer experience
- Monitor calls for quality of information, soft skills, and accuracy
- Identify areas requiring improvement and partner with supervisor/manager to implement necessary changes
- Maintain knowledge of all company products and services
- Responsible for handling escalated calls that cannot be resolved by customer service associates
- Completes fulfillment activities as per established policies/procedures/guidelines and benchmarks
- Utilizes system software to respond to online messages/emails to answer questions, provide banking services and resolve customer service issues
- Facilitates client’s marketing objectives from mail piece design thru in-home delivery – including data management and Postal Solutions production
Qualifications for account service representative
- The ideal candidate will have knowledge of Comscore, Nielsen OCR, Atlas, Dart Systems and other third party ad-serving and tracking systems
- Three to five (3-5) years of media experienceThis includes buying and/or selling television
- Information Seeking - Driven by underlying curiosity and desire to know more about things, people, or issues
- 1+ year of experience in Customer Service and/or Account Management
- Knowledge of GOH (garments on hangers), LTL (less than trailer load) and TL (trailer load)
- History in warehousing, distribution, or EDI
2
Account Service Representative Job Description
Job Description Example
Our innovative and growing company is hiring for an account service representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for account service representative
- Understands and interprets USPS’ rules and regulations as they pertain to client and production needs
- Understands manufacturing capabilities and constraints and consults with clients and internal business partners when product design needs to be modified
- Understands and interprets QG Distribution processes, procedures and capabilities
- Understands and interprets QDS processes, procedures and capabilities
- Understands client marketing goals, strategies and implementation
- Demonstrates and uses appropriate professional communication methods to inform business partners and clients of changes, confirmations, regulations, work instructions
- Provides solutions to client production and process problems
- Independently identifies and resolves problems that arise
- Expected to sell point of sale contracts and product conversions leveraging the full Service Sales product portfolio while driving margin though selling value and holding price
- Develop and maintain a high level of product knowledge of GEHC and competitive products
Qualifications for account service representative
- If Bachelor’s degree (1-3 years of customer service experience)
- Business Management Graduate preferred
- Strong computer proficiency with Microsoft Excel preferred
- Must be able to work in a fast paced environment, communicate effectively in both written and verbal form, possess a detail and organized approach to their work, and provide excellent customer service to both internal and external customers
- Some phone related customer service experience is preferred but not required
- Generally requires 2-5 years related experience, preferably Customer Service in the Airline Industry or in anything related to Travel
3
Account Service Representative Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of account service representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for account service representative
- Responsible for project managing service change activities, including changes related to customer requests, product upgrades, RSA Technical Advisory (ETA), and reconfigurations for assigned accounts
- Provides customer-facing Account Management Plan that may include, but not limited to
- Facilitates Root Cause Analysis evaluation process after a customer event
- Coordinate with other United divisions
- Successfully track and report at a rate of 100% waivers/favors/traveler services and provide monthly reporting on accounts’ use of waivers/favors, service fund usages and SME
- Reviews and summarizes marketing results and prepares proposals and presentations in coordination with Producer
- Binds insurance coverage and prepares binders and/or delegates certificates issuance
- Creating and updating group documents (client overviews, category overviews)
- Responsible for the collection of patient demographic and insurance information
- Verification of all insurance coverages
Qualifications for account service representative
- Proven communications skills (ability to speak in concise, clear, conversational English)
- Strong analytical skills and resolve concerns in a logical sequence
- Capable of multi-tasking and a fast learner
- MS Office applications and Lotus Notes
- Requires intermediate level computer skills and the ability to multi-task and work between multiple software applications
- Requires close visual acuity and the ability to conduct business over the phone for extended periods of time
4
Account Service Representative Job Description
Job Description Example
Our company is growing rapidly and is hiring for an account service representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for account service representative
- Updating the system to reflect financial responsibility and communicate patient high deductible/co-pay amounts at the time of pre-registration
- Customer/patient focused with a strong emphasis on A/R management
- The Patient Account Customer Service Representative position is in a call center environment and is responsible for performing customer service functions from the point of initial contact through and including the account resolution
- Primary functions are to answer all customer service inquiries as quickly and accurately as possible to ensure customer satisfaction
- Maintains patient confidentiality and documentation in an appropriate manner for easy follow up
- This role supports the mission and values of the organization by maintaining positive and productive customer service relations both internally and externally
- Ensures ROEs are understood, communicated, and executed by our fulfillment team (Area Service Managers, Project Administrators, Technicians, Sub-Contractors)
- Prepare service repair quotes per customer specific ROEs as needed
- Representing the corporate brand professionally and with integrity at all times
- Monitoring and actively responding to inbound service requests from external customers and internal team members
Qualifications for account service representative
- Ability to engage and motivate customer service associates in direct contact with customers
- Extensive knowledge of department and bank written policies and procedures and supplemental support documents for up to date job knowledge, in addition to banking rules and regulations as appropriate
- Possess ability to work independently in a team oriented environment
- Experience in motivating and inspiring a group of employees to achieve and exceed defined performance goals, including referrals and sales of products/services
- Ability to handle a high volume of calls, inquiries and challenging issues with tact and professionalism
- Must have 2+ years wholesale experience working with retailer needs and expectations
5
Account Service Representative Job Description
Job Description Example
Our company is looking to fill the role of account service representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for account service representative
- Being a team player who interacts respectfully and confidently with all internal departments/team members
- Daily utilization of the Corporate CRM systems, creating contact records and maintaining the database-s integrity
- Daily utilization of the corporate order entry system, IQS and SolidJobs
- Reporting process or procedural dismissals by other team members to management
- Demonstrates commitment to Core Values by leading, acting and behaving in a manner consistent with these values
- Maintains clean, professional, and tidy personal grooming.Wears the Company-supplied uniform while completing job duties
- Interact daily with Store owners to arrange ordering, printing, shipping of Ace Circulars
- Provide daily service and troubleshooting to Ace store owner’s inquiries regarding their print program and software
- Maintaining the store attribute databases working with the production agency to create custom store address panels that appear on the back of the circular (imprints)
- Work closely with BSH and Ace team to ensure accuracy of press run and imprints for each month’s orders
Qualifications for account service representative
- Expert level computer skills required for working within customer intranet sites, all Office programs focusing on Excel & Outlook.This role requires email communication to all levels of staff within the company customers
- 2+ years of industry related experience Financial Industry
- Interested in obtaining Series 7 License
- Must have strong interpersonal skills and ability to respond professionally to urgent or escalated issues
- Must be able to work with detailed reports (proficient in excel, word, power point and outlook)
- Must be able to work independently and with cross functional teams in order to meet deadlines and rectify customer issues