Senior Account Specialist Job Description

Senior Account Specialist Job Description

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Senior account specialist provides guidance throughout the entire quote to contract process in order to ensure proper processing, contract reviews, redlines and feedback.

Senior Account Specialist Duties & Responsibilities

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

Sample responsibilities for this position include:

Daily contact with the client base via phone, email, conference call and attendance in client meetings (Training sessions for pension trustees, addressing operational queries and general introductions)
Interact and communicate with Portfolio Managers and Client Portfolio Managers on investment and operational matters
Analyzing client requests, and identify and implement solutions by working with necessary internal and external parties
Develop and expand the relationships with important key opinion leaders all other relevant customers
Support the relevant internal functions/departments in the preparation of promotional materials planning of congresses, medical education events and other medico-marketing activities / projects
Ensure personal conduct is consistent with the Shire Vision and Values all relevant legal and compliance / Pharma Codex regulations and guidelines
Responsible for strategic customers
Maintain responsibility for self-management and development
Meet with supervisor to ensure alignment and gain agreement on goals and performance standards
Record updates to goal achievements as indicated throughout year

Senior Account Specialist Qualifications

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

Licensing or Certifications for Senior Account Specialist

List any licenses or certifications required by the position: GOLD, ITIL, MUST, APICS, MBA, TSA

Education for Senior Account Specialist

Typically a job would require a certain level of education.

Employers hiring for the senior account specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Education, Finance, Management, Marketing, Accounting, Business/Administration, Communication, Networking, Technical

Skills for Senior Account Specialist

Desired skills for senior account specialist include:

Academic Medical Center/hospital environment
Any changes to contract identified
Educates team of inconsistencies in processing
Matrix to ensure proper reimbursement
Specific contract definitions
Microsoft products
Similar software applications
Effective risk mitigation strategies for credit underwriting
FDA GMPs
Fiduciary law

Desired experience for senior account specialist includes:

Good interpersonal skills, able to work effectively with external customers internal team members
High level of personal energy and enthusiasm
Readiness to travel daily with assigned territory, with some additional international travels on request
Series 7 and 66 required within 12 months of hire date
Ability to apply industry and operational functional knowledge to enhance systems, processes and controls
Strong verbal and written communication skills are required as the position will communicate with leaders, Home Office stakeholders, vendors and branch teams

Senior Account Specialist Examples

1

Senior Account Specialist Job Description

Job Description Example
Our growing company is looking to fill the role of senior account specialist. 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 senior account specialist
  • Act as a resource for continuous improvement initiatives
  • Comply with Agency Procedures
  • Comply with corporate and agency policies and procedures and all subsequent updates
  • Adhere to agency service standards and timelines
  • Utilize agency technology and software applications including agency management systems, document management systems and workflows
  • Provide Customer Service to Agency Clients
  • Respond to internal and external service inquiries within defined time frames
  • Collaborate with producers and other team members to address client services needs
  • Monitor outstanding service requests and address in established timeframes
  • Assist in the Preparation and Delivery of Client Documents
Qualifications for senior account specialist
  • Respond to inquiries related to documentation issues
  • Experience in International Property & Casualty coverage would be ideal but not necessary
  • Maintain a current insurance brokers license, or be able to obtain one within the first 30 days of employment
  • The ideal candidate will have 4-6 years of accounting management experience in foreign banks
  • You will have good knowledge of local regulations in regard to account opening, KYC and foreign exchange control policy
  • Well versed with respective local regulatory requirements and market practices in handling KYC, client on board
2

Senior Account Specialist Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of senior account specialist. 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 senior account specialist
  • Update client data in agency and carrier systems as required
  • Work with producer and account manager to obtain required data throughout the marketing process, if applicable
  • Assist in the preparation of summary, proposal and other documents, if applicable
  • Review policies and other documents for quality assurance requirements in accordance with agency procedures
  • Request changes and corrections as identified during the quality assurance review
  • Process and invoice policy transactions as required
  • Participate in Agency Growth Initiatives
  • Identify and convey account rounding and cross sell opportunities
  • Recognize referral opportunities and submit prospects as appropriate
  • Assist producers with new business prospecting activities, if applicable
Qualifications for senior account specialist
  • Well versed in navigating the pharmacy and therapeutics (P&T) process
  • This position requires a minimum of a Bachelor’s degree (B.A
  • Preference for candidates who also have experience with consumable selling
  • Account Strategy
  • Generic Skills & Mobility
  • Strategy & Business Acumen
3

Senior Account Specialist Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of senior account specialist. 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 senior account specialist
  • Maintain and update client and policy data per agency procedures
  • Utilize agency management systems, workflow applications and diary systems to ensure timely service and follow up
  • Assist in Colleague Development
  • Serve as a technical and process resource as requested
  • Assist with colleague training as requested
  • Corporate Initiative
  • Assist with workflow development and implementation to support corporate initiatives
  • Support the Sales team with day-to-day administration
  • Assist sales team with queries client usage histories, product catalogue information and system functionality
  • Support Sales team through all aspects of the sales cycle
Qualifications for senior account specialist
  • At least 3 years sales experience with complex multinational/multicultural organizations, preferably in B2B environment
  • Well-organized individual with strong interpersonal/communication skills
  • Demonstrated experience multi-tasking and handling simple complex products and processes
  • Organization and documentation skills with attention to detail and accuracy are critical
  • High energy, self-motivated, and results driven
  • Demonstrated experience proactively working with team members to meet deadlines
4

Senior Account Specialist Job Description

Job Description Example
Our innovative and growing company is hiring for a senior account specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for senior account specialist
  • Be responsible for securing and preserving patient access to Janssen products by providing proactive, total account management to targeted key accounts and focusing on market growth and analysis
  • Serve as the resource to territory’s key accounts regarding, access, payer policies
  • Identify new business opportunities and target accounts based on potential for growth and market analysis
  • Develop expert knowledge of local market focused on top payers and plans in Puerto Rico including exception and appeals process
  • Develop strategies to overcome access challenges and work with key office staff and physicians to facilitate understanding of Access Services, Specialty Pharmacies and their services, Commercial, Medicare/Medicaid coverage, Pharmacy benefits, Medical benefits and Coverage gaps
  • Develop expert product knowledge as to provide Access tools education to Specialty Pharmacy Providers, Payers and Physicians
  • Develop and implement detail targeted account plans through regular meetings with Business Unit Managers and Regional Sales Managers
  • Be responsible for trade relations including, communication with wholesalers, inventory management levels, Dept
  • Active participation in Business Reviews, Conventions, Therapeutic Value Teams (TVTs) and Conference Calls and coordination of Speakers Programs and pre-post launch activities for new products including, product registration, Payers and Pharmacy letters, initial stocking, Pharmacy and Therapeutic Committee meetings
  • Responsible for assisting the Supervisor with coaching and mentoring the Unit Specialists, running daily reports, performing Quality Control reviews, and assist the Supervisor and/or Manager with other duties as needed
Qualifications for senior account specialist
  • Microsoft computer skills to include basic knowledge of Word and Excel (data entry, sorting, highlighting)
  • Prior Insurance experience preferred
  • Minimum of 8-10 years of customer facing sales experience with CxO
  • Experience in Global Account coverage
  • Successful track record of introducing new product(s) into the IT market, executing business development, ramping pipeline, and closing meaningful business
  • Successful track record of presenting and positioning IT primary storage and/or server virtualization offerings directly to end customers and via reseller channels
5

Senior Account Specialist Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of senior account specialist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for senior account specialist
  • Accountable for delivery and adherence to the agreements
  • Collaborates with the Loyalty Solutions product development team to provide customer perspective and potential refinements to increase sales opportunities and introduce new Loyalty Solution services for existing clients
  • Differentiates Loyalty Solutions from its competitors by driving the team to provide creative and resourceful solutions for our clients, ongoing value-add program support and best-in-class customer service
  • Holds in-depth understanding of the specific products and business models of Loyalty Solutions, and advises on the necessary process, structure, resources and cost to support the needs of customers
  • An escalation point who identifies key barriers and core problems and applies problem-solving skills to deal creatively with difficult situations
  • Actively participate to new implementations including requirements gathering, issue facing project mgmt
  • Implement best practices with regards to data integrity
  • Other duties may be assigned consistent with the objectives of the business
  • Contribute to productivity, efficiency and effectiveness improvements to drive exceptional client service and risk mitigation including suggestions for leading changes for better processing of IRA functions
  • Possess knowledge of IRS rules and regulations and demonstrate thorough knowledge of Regulation T and margin requirements
Qualifications for senior account specialist
  • Successful track record of reseller channel recruitment, enablement and management
  • Works directly with National Accounts Support team and National Accounts Sales Management team to provide insights to trending and health of customer relationships
  • Supports product mix conversion activity (product conversion identification
  • Assembles customer launch materials
  • Coordinates communication with sales teams of the National Account programs
  • Works directly with key customer contacts on various initiatives and program roll-outs

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