Representative, Account Job Description

Representative, Account Job Description

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Representative, account provides consistent knowledge transfer on your inventory to ensure that trends and payer issues are addressed and the client is aware of on-going issues that may be affecting their inventory.

Representative, Account Duties & Responsibilities

To write an effective representative, account job description, begin by listing detailed duties, responsibilities and expectations. We have included representative, account job description templates that you can modify and use.

Sample responsibilities for this position include:

Coordinate internally with EFS ITC management team and applicable BU contacts to help resolve customer issues and delinquencies
Preparing renewal material by obtaining updated information from the client, review policy documents (coverage, limits, deductibles, rates, premiums, extensions, restrictions )
Producing certificates of insurance
General office duties such as maintaining current expiry list and various information systems preparing policy checklists for sign off
Drive new revenue opportunities through prospecting maintain an existing account database of companies to achieve sales quota
Build creative newsletters to inform publishers of updates, brand guidelines, performance objectives
Identify, recruit and review new publishers who can provide additional reach and revenue growth
Work with advertisers to troubleshoot complex data transfer issues, build new program terms, ensure details are accurate and up-to-date
Create and manage relationships with senior executives of client companies that drive revenue through the sale of product offerings within multiple business line
Demonstrate a clear link between the needs of the client and AchieveGlobal’s capabilities/business outcomes

Representative, Account Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Representative, Account

List any licenses or certifications required by the position: BLS, GOLD, CPR

Education for Representative, Account

Typically a job would require a certain level of education.

Employers hiring for the representative, account job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Marketing, Education, Engineering, Business/Management, Entrepreneurship, Business/Administration, Technology, Technical, Management

Skills for Representative, Account

Desired skills for representative, account include:

Current and possible future policies
Is aware of how strategies and tactics work in the marketplace
Knows the competition
Practices
Process around billing codes
Reimbursement
Technology and information affecting his/her business and organization
Trends
Client service issues and organization operations
Product marketing

Desired experience for representative, account includes:

Requires attention to detail and problem solving
Travel within your assigned territory is required up to 65% of the time
Past Sales Relationships with Enterprise / Fortune 1000 companies preferred
Establishes regular business reviews with customers/partners/clients to monitor progress and to take corrective action when necessary
Takes advantage of his or her connections with key players in the customer/partner/client's organization to create a more expansive contact network
Articulates compelling cause-and-effect relationships between Microsoft products, solutions, and services and improvements in the customer/partner/client business process

Representative, Account Examples

1

Representative, Account Job Description

Job Description Example
Our innovative and growing company is looking for a representative, account. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for representative, account
  • Maintaining strong knowledge of all products, pricing and competitive sales offers
  • Providing critical market feedback to the Program Manager
  • Closing sales and achieve quarterly quotas
  • Researching accounts, identifying key players and generating interest
  • Maintaining and expanding your database of prospects within your assigned territory
  • Teaming with channel partners to build pipeline and close deals
  • Performing effective online demos to prospects
  • Special projects (Mkt research, MAIC, Implement)
  • Become Team Specialist & Leader in key segments/applications as per MM needs
  • Responsible for developing PSD business in assigned markets / territories
Qualifications for representative, account
  • Successful sales experience is an asset, preferably in a laboratory environment or science field
  • Ability to work successfully in a highly virtual, highly collaborative environment
  • Language proficiency, with complete fluency in English and preferably additional languages as well such as French, Spanish, or German
  • High school diploma or its equivalent, Associates or Bachelor’s degree preferred and/or equivalent experience
  • Previous field sales experience is desired, but not mandatory
  • Driving market penetration and coverage of PSD solution thru existing industrial and safety suppliers, by doing territories/markets/customers analysis and planning, developing customers’ need for final purchasing order with smooth operation
2

Representative, Account Job Description

Job Description Example
Our innovative and growing company is looking for a representative, account. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for representative, account
  • Adhering to International Trade Compliance (ITC)/Legal obligations, including completion of Export Screening Checklist, maintenance of electronic documentation supporting quotation and orders, and document retention requirements
  • Providing direct line of support to customer(s), as the key point of contact for the customer/supplier relationship
  • Liaising with Quality Assurance (QA) to communicate specification change updates which affect customer orders, to customers, and update orders accordingly
  • Coding of all invoices based on Client Chart of Accounts & posting to the system responsible for regular cheque runs to ensure prompt payment based on due dates & obtain appropriate cheque signing
  • Accounts Receivable, responsible for invoice generation & issuance to Canadian customers including verification of tax calculation where applicable based on exemption or applicability cash receipt application & collections of outstanding accounts
  • Monthly Closing - Complete month end closings including full accrual accounting providing general journal entries for Canadian Fixed Asset depreciation (if & when applicable), amortization of prepaid expenses, bank entries and bank reconciliations, payroll and other liability accruals, , for Financial Reporting to both Parent & Subsidiary
  • General Contact for client – responsible for telephone, e-mail, & written communication to client regarding job responsibility issues & communication with employees of the client regarding payroll & expense report issues, other outside communications Group Benefits, vendors, customers
  • Analyze the business and conduct deep dive analysis
  • Sales Reps contact for SPT trays
  • Develop and maintain analytical spreadsheets calculating margin, spend, savings opportunity
Qualifications for representative, account
  • Understand and utilize Salesforce.com CRM tools to track all pertinent account information and status of prospective Sellers respond to business forecasts as communicated by the Global Selling business
  • Must have reliable vehicle to travel throughout local territory on a regular daily basis
  • At least five years of related experience in customer service or closely-related function
  • 1-2+ years of previous banking experience highly preferred
  • Previous B2B customer service experience preferred
  • You must demonstrate emotional maturity and sound judgment
3

Representative, Account Job Description

Job Description Example
Our growing company is looking for a representative, account. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for representative, account
  • Learns and executes the sales process for GRC products and services by staying fully informed of the prescribed sales process
  • Manages assigned account list that supports a healthy sales pipeline by reviewing target list provided (account sizes are set according to territory demographics)
  • Facilitates implementation and management of GRC products and representation services into client corporations by developing and maintaining extensive knowledge of how GRC product implementation and client services are initiated and delivered
  • Be responsible for managing and driving top line growth for Home Health, Hospice/Palliative Care, and other referral base in assigned account through targeted sales and marketing to physicians, hospitals, medical groups, facilities, and other referral sources
  • Development and maintenance of customer account business relationships with a focus on growing the business base identifying potential new customers
  • Develop and implement a marketing and sales plan for generating referrals for Home Health, Pallitiative Care Hospice, and related services within an assigned geographic area
  • Collaborate closely with other Business Development team members to build referral volumes in assigned accounts and develop opportunities for educational outreach that will enhance service awareness and access
  • Additional duties assigned may include collaboration with local Service Line leadership in essential meetings, reporting on tactical plans, training/orientation, and day-to-day support of the business development staff
  • Accountable for standard voluntary benefit group customers service and satisfaction
  • Builds and maintains strong relationships with group customers and Internal Partners (Sales, I/T, or systems, marketing, call centers, remittance service center)
Qualifications for representative, account
  • Internship in Manufacturing Customer Service, Supply Chain, Logistics, Inventory or Business is preferred but not required
  • Acts as an agent for change and continuous improvement
  • Self-motivated with positive "can do" attitude
  • 2 + years of sales/customer service experience in drilling industry
  • 4 year degree highly preferred but not mandatory
  • Position requires min
4

Representative, Account Job Description

Job Description Example
Our company is looking for a representative, account. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for representative, account
  • Engage key global and regional individuals across functions within the Advanced Interlayers business to ensure customer needs are addressed and drive alignment among the team
  • Driven to create new business opportunities through networking, prospecting and sourcing
  • Identify and develop new national and local business opportunities
  • Develop and grow relationships with existing key customers
  • Positive influencer, creative thinker and problem solver
  • Networking through industry related events (some travel required)
  • Obtain all appropriate paperwork and signatures from guarantors
  • Scan all appropriate paperwork and ID cards into PMS
  • Handle incoming phone calls from patients and insurance carriers
  • Perform appropriate follow up and collection calls to patients and insurance carriers for outstanding balances of assigned accounts as needed
Qualifications for representative, account
  • Establish a relationship based approach to selling
  • Negotiate agreements with customers regarding pricing, delivery and shipping
  • Develop and execute a sales strategy
  • Associates Degree OR 2-4 years of business to business customer service
  • Associates Degree AND 1-2 years of business to business customer service
  • Go getter, self-motivated
5

Representative, Account Job Description

Job Description Example
Our growing company is looking for a representative, account. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for representative, account
  • Edit templates for brochures, proposals, interviews, presentations to support market area needs
  • Monitor and support sales plans through the project
  • Coordinates photography on projects
  • Works closely with the Project Manager throughout the lifecycle of each project
  • Focus on qualifying inbound and outbound inquiries and converting them to appointments
  • Source new sales opportunities through lead follow-up
  • Schedule in-home appointments for specific safety specialists in different markets across the country
  • Maintain and expand a database of prospects
  • Become proficient with our CRM system including mapping and scheduling appointments
  • Manage prospects through all stages of the appointment setting cycle
Qualifications for representative, account
  • Associate’s degree in Business or similar
  • Working knowledge of core SAP functionality preferred
  • Must consistently have a positive attitude toward providing excellent service
  • The ability to communicate well with management and develop a professional working relationship with our customers
  • Must follow Company and local policies and procedures
  • Must project a favorable professional image to customers, industry colleagues, and co- workers

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