Account Service Representative Resume Sample
Rolando Johnston
80956 Windler Parkways,
Houston,
TX
+1 (555) 229 2709
Work Experience
Intermediate Account Service Representative
12/2016
-
PRESENT
Boston, MA
- Update Business Review Sheets, and all account information, not updated by Sales Systems, including competitive rates and market share
- Gain knowledge to generate opportunities/quotes and agreements in Salesforce sales tool
- Gain knowledge on completing the Agreement preparation process in Salesforce
- Assist in implementation of new programs
- Work with Account Manager and Client Contact to ensure proper implementation of contract rates and benefits
- Help in coordinating responses and Attachments into RFP response
- Proficiency in Microsoft Excel, with prior experience working with Pivot Tables and V-Lookups
- Multitask and remain high level of productivity in a small office setting
- Customer support via phone, fax, and email
Account Service Representative
05/2011
-
11/2016
Los Angeles, CA
- Processing of customer orders, in a timely and accurate fashion
- Multitask and remain high level of productivity
- Follow-up and coordination of problematic orders
- Manage and complete RFP’s in a timely manner
- Select OUTFRONT Media assets to amplify clients’ campaigns, products and brand stories
- Participates in the implementation process
- Develops a mutually rewarding working relationship with various client contacts by providing excellent customer service which results in customer/member satisfaction, renewal of case and retention of customer or member
- Communicates with day-to-day staff (Benefits Administration Staff, Benefit Managers) within an organization and packages messages to effectively engage the client
- Executes tactical components of the account team’s business plan for each custom customer
Client Account Service Representative
03/2008
-
02/2011
Chicago, IL
- Monitors on an on-going basis International client’s product lines and services to ensure client’s needs are met. Seeks to optimize customer interaction and provides recommendations based on client’s needs
- Collaborates with account team members on more complex issues to ensure client’s needs are met from a product/ service perspective
- Collaborates cross-functionally to identify, implement and monitor the customer’s service efficiencies
- Follows through on outstanding issues to the point of resolution
- Collaborates with team members on case installation to manage the integration of client’s and Aetna’s internal organizations, ensuring a smooth installation
- Delivers renewals and supports renewal activities
- Integrates technology to maximize customer and member satisfaction and efficiencies
Education
University of Phoenix - Madison Campus
2002 - 2007
Bachelor's Degree in Business
Professional Skills
- Strong proficiency in MS Excel, Word, and PowerPoint; very good general computer skills
- Basic PC skills using Microsoft office applications
- Professional level written and verbal communication skills, internally & with customers
- Customer service and detail oriented, with good organizational and analytical skills
- Demonstrate skill to perform in a highly matrix performance environment
- Consistently seeks improvement and excellence in job skills
- Strong computer experience (Microsoft Office: Excel, Powerpoint)
How to write Account Service Representative Resume
Account Service Representative role is responsible for microsoft, basic, digital, intermediate, customer, excel, research, finance, credit, training.
To write great resume for account service representative job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Account Service Representative Resume
The section contact information is important in your account service representative resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Account Service Representative Resume
The section work experience is an essential part of your account service representative resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous account service representative responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular account service representative position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Account Service Representative resume experience can include:
- Interpersonal, analytical, negotiation, problem solving and organizational skills
- Strong working knowledge of health insurance guidelines and benefits
- 3+Linear and Digital Media Planning/Sales experience
- BA in Business, Marketing, Communications or related field or equivalent education and experience
- Develop strong understanding of our products and capabilities to better develop solutions for advertisers
- Experience cross-selling services
Education on an Account Service Representative Resume
Make sure to make education a priority on your account service representative resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your account service representative experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Account Service Representative Resume
When listing skills on your account service representative resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical account service representative skills:
- Excellent oral, written communication and interpersonal skills required
- Well organized and able to effectively prioritize work
- Able to work effectively and efficiently in a fast-paced international banking environment
- Experience with banking software, like FISERV, PremierITI or Horizon
- Previous experience in a bank or financial institution setting
- Committed to creating a positive experience for all customers
List of Typical Experience For an Account Service Representative Resume
1
Experience For Intermediate Account Service Representative Resume
- Ensures individual customer issues have the right focus and skilled resources assigned
- A Providing high-level customer service via phone with excellent etiquette
- Working with various types of technology and software
- Identify and recommend solutions to recurring errors and servicing gaps to Team Leader
- Manage advertisers' sponsorship to ensure that all marketing elements are properly booked
- Identify work at risk of meeting committed deadlines and work with VP’s/directors on needed action plans to get back on track
- Develops special handling procedures for CalPERS with unique service requirements
2
Experience For Client Account Service Representative Resume
- Supports Account Manager in driving in group growth, retention, and new enrollment opportunities
- Learn new and customized programming
- Multitask, while staying organized and detail-oriented
- Ensure all authorities (Delegated Authorities, Anti Money Laundering, Systems access etc) are adhered to, reviewed and understood
- To take responsibility to always actively treat customers fairly (TCF) and support/ drive any TCF initiative
3
Experience For Major Account Service Representative Resume
- Set up Accounts/Groups daily Monitor CRM for workflow items that need attention
- Work with multiple custodians (Schwab, Fidelity and TD Ameritrade) in order to troubleshoot issues that arise Volunteer and represent CAS on projects and committees as necessary to represent the CAS department
- Take on additional projects and assignments as needed to ensure all tasks on CAS are handled Provide support to other departments as workflow permits
- Strong conceptual and consultative sales skills and the ability to position Discovery Digital Networks’ suite of interactive opportunities against other in-market competition
- Available from 6:15 am to 5:00 pm and be flexible to work 0 to 37.5 hours a week
- Respond to customer’s inquiries by e-mail in the time frames established
4
Experience For Regional Account Service Representative Resume
- Develop an extensive knowledge of Crocs’ products, product availability, and marketing promotions. Identify opportunities to utilize this knowledge to increase sales
- GENERATE A REGULAR FLOW OF CLIENT INFORMATION TO VP’S OF MARKETING AND ACCOUNT EXECUTIVES
- GENERATE A REGULAR FLOW OF CLIENT INFORMATION TO VP’SOF MARKETING AND ACCOUNT EXECUTIVES
- Ensures all authorities for the role are reviewed, understood, and adhered to
- Takes personal accountability for high achievement; actively
- Responsible upfront and scatter order entry requirements into order management system
- Monitor delivery and track liability of deals, offer recap an d ADU packages to clients
- Schedule commercials, applied program changes, coordinate client brand allocations, reconcile account problems, send flowcharts to clients, and issue change notices to clients
- Coordinate sales efforts with CBS’ Account Executives
5
Experience For Senior Account Service Representative Resume
- Liaise between the Entertainment division and Sales
- Fluency in English, written and spoken required
- Maintain compliance with HIPPA requirements
- Responsible for project managing service change activities, including changes related to customer requests, product upgrades, RSA Technical Advisory (ETA), and reconfigurations for assigned accounts. This includes RSA maintained, as well as partner maintained products from RSA''s portfolio
- Has primary ownership to ensure that RSA and the customer execute against the plan
- 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 etc
- Build and prepare upfront and scatter plans for FNG’s portfolio of networks
6
Experience For Digital Account Service Representative Resume
- Monitor operational reports against SLA’s, performance guarantees and contract requirements identifying concerns and work with director on action plans to put back on track
- Prepare presentations and reports
- Attend customer meetings to help identify service and potential growth opportunities
- Become a trusted partner in assigned accounts and become integrated into their culture
- Up hold and adhere to company values of integrity, respect, responsibility,and trust
- Adheres to standard procedures in support of Company-wide operational,financial,service,and safety goals
- Provide sales support and customer service to strategic travel industry accounts
7
Experience For Account Service Representative Various Shifts Resume
- Complete necessary administration for proper implementation of PVAs, travel accounts, etc
- Assist with PowerPoint presentations for Quarterly Business Reviews and webinar’s
- Research and order promotional items for events throughout the year
- Build relationships with Account Contacts
- Maintain contracts /reports/budgets/invoices/complimentary car funds
- Assist in Business Review preparation
- Access necessary reports for account management. etc
- Order reports for accounts on a monthly, quarterly and/or yearly basis and format to the Client’s specifications (if requested)
8
Experience For Account Service Representative Resume
- Assist with Gold Enrollment, Reservations, and General Questions
- Assist with the implementation and process of Guaranteed Charge Card (GCC), Hertz Charge Card (HCC) Applications, vanity links, barter accounts, etc
- Meet administrative and event deadlines as communicated by company or account
- Work intra-organizationally with multiple contacts/departments to streamline processes
- Liaise with Hertz Claim Management (HCM) to include claim issue investigation and resolution
- Generate reports and input data into Excel spreadsheets
- Successfully track and report at a rate of 100% waivers/favors/traveler services and provide monthly reporting on accounts’ use of waivers/favors, budget call volume, upgrade usage, etc
9
Experience For Intermediate Account Service Representative Resume
- Creates and maintains strong customer relationships with accounts
- Assist with the implementation and Process of Guaranteed Charge Card (GCC) and Hertz Charge Card (HCC) Applications
- Liaise with Hertz Claims Management with claim issue investigation/business use confirmation
- Represents Monsanto products, systems, programs and tools to customers and internal groups
- Delivers operational excellence to internal and external stakeholders by communicating account forecasting needs with supply and working as part of our Supply Chain team to ensure product is delivered on time
- Works with accounts and logistics to ensure deliveries are scheduled to meet the needs of our customers
- Order Management - Ensures complete and up to date account and order detail. Works with stakeholders to ensure data/transaction accuracy
- Customer Support and Relationships - Actively builds rapport and trust with internal and external stakeholders, creating strong relationships that increase customer loyalty. Working in multiple systems simultaneously
- Programs - Strong working knowledge of Monsanto programs to help make customers aware of upcoming program elements and deadlines to help ensure maximization of their potential earnings
10
Experience For Client Account Service Representative Resume
- Reporting directly to the CalPERS Account Manager, the Account Service Representative (ASR) builds relationships to ensure growth and retention of the CalPERS membership
- Partners with CalPERS staff, and internal operational groups to support client and internal processes for CalPERS membership on a day-to-day basis
- Responds to customer concerns and issues, identifies trends and serves as liaison with Blue shield or client needs supporting both program and account management staff and ensures resolution of claims and service problems
- Conducts administrative meeting to various groups; responds to questions and explains Blue Shield benefits, products, policies and procedures; and develops special handling procedure requirements specific to client policy and procedures both for internal and external use
- Responsible and accountable for the day-to-day service relationship with the employer and CalPERS
- Makes service calls and follows up with CalPERS, employers or members as appropriate
- Conduct credit investigations and review pertinent documentation
- Make and maintain direct contact with vendors, manufacturers and lessees; and perform daily computer entry of lease documentation
List of Typical Skills For an Account Service Representative Resume
1
Skills For Intermediate Account Service Representative Resume
- Strong communication, critical thinking, interpersonal and negotiation skills
- Multi task, prioritize, stay organized and manage time effectively
- Exceptional customer service skills (inside sales)
- Intermediate to advanced Microsoft Office skills (word, excel, power point, outlook)
- Intermediate skill level in handling calls from Sales team members and customers
- Beginner level of experience in Microsoft Excel and other Microsoft Applications including: Word and Outlook
- Develop credibility and strong relationships with decision makers and brokers
2
Skills For Client Account Service Representative Resume
- Valid California driver's license and proof of insurance is required
- Experience in Customer Service/Account Services, Distribution, and/or Sales
- Good active listener and articulate communicator
- Experience required in Microsoft office products. (Word, Excel, PowerPoint, Access)
- Skilled with Word, Excel, and PowerPoint
- Work well under pressure with multiple priorities and tight deadlines
- Demonstrates determination to exceed customer expectations. Actively seeks and defines new value-added ways to partner with customers
3
Skills For Major Account Service Representative Resume
- Maximizes effectiveness through appropriate system and technology usage
- Self-starter, strong work ethic, and thrives in group atmospheres
- Prepare presentations for agencies/clients as needed and foster effective relationships with all established external contacts
- Experience with research techniques and sources (Nielsen, MRI)
- Willing to travel to Ottawa and Kingston areas
4
Skills For Regional Account Service Representative Resume
- Willing to travel within Quebec and Ontario
- Lead service meetings with clients, including setting agendas, reviewing service performance , soliciting and addressing customer concerns
- Knowledge of operations including claims, systems, reporting, customer service, enrollment and billing required
- Liaise with research, programming, pricing & planning, commercial operations and other divisions
- Interface with Sales Assistants regarding clients scheduling, billing, etc
- Create and deliver renewal strategies, including plan alternatives for assigned book of business working together with assigned account management team member
- Identify root causes of underlying service issues and take ownership in resolving them
- Manage and update internal sales systems, prospecting summaries, competitive advertising and other reports
- Liaise with Hertz Marketing to create core custom account collateral and targeted incentive materials on an ongoing basis
5
Skills For Senior Account Service Representative Resume
- Basic understanding of the insurance business and receivables
- Work with Operation Support Services, Marketing, and any other CCI team to coordinate customer and member materials, special events and meetings
- Completes and distributes group membership agreements and required legal documents for all new and renewing customers
- Works to ensure new and renewing proposals are delivered timely and accurately
- Break up the day with a quick game of ping pong or shuffle board
- Collaborate to innovate! Get away from your cube and team up with coworkers at the fireplace or at one of our many meeting spaces
6
Skills For Digital Account Service Representative Resume
- Analyzes accounts for errors, adjustments and credits for the purpose of issuing corrected entries; updates account information when differences are noted
- Interface with assigned major customer contacts and locations to ensure optimal service is being provided
- Identify and resolve issues in order to ensure on-going customer satisfaction
- Coordination of events (conferences, regionals, seminars, trade shows, webinars) including occasional coverage, from start to finish
- Coordinate the handling of all VIP reservations with follow-up
- Customization of reporting based on specific account specifications
- Collaborates with Strategic Account Managers to identify needs, opportunities, and challenges at key accounts, while executing against operational plans
- Audit and maintain files, verifying insured and coverage, and proactively identifies possible issues
- Knowledge of HIPPA FRCA regulations extremely beneficial
7
Skills For Account Service Representative Various Shifts Resume
- A desire and willingness to work in a team environment
- Knowledge of SalesForce is helpful, but not required
- Familiarity with call center metrics (i.e. Quality Reviews, AHT etc.)
- Invoice generation and collection on open invoices
- Makes outbound calls to and takes inbound phone calls from various financial institutions’ clients utilizing effective telephone sales techniques and principles while meeting call and department service levels
- Makes outbound calls to and takes inbound phone calls from various financial institutions’ clients in an attempt to produce and service new and renewal Property and Casualty insurance business utilizing effective telephone sales techniques and principles while meeting call and department service levels
- Facilitate inbound/outbound phone calls from various financial institutions’ clients in an attempt to build rapport utilizing effective telephone sales techniques and principles while meeting call and department service levels
- Makes outbound calls to and takes inbound phone calls to promote lending and related products offered by SWBC’s business partners and client; and follows department scripting and uses appropriate phone etiquette, rejection rebuttals, active listening and other communication techniques to achieve project goals
- Updates call results and enters any other pertinent information into both SWBC and the appropriate FI’s databases by maintaining records of all customer contacts
8
Skills For Account Service Representative Resume
- Participates in department meetings or product/technique training as directed by management team
- Proactively services and consults on assigned book of business
- Coordinate and deliver open enrollment presentations and educational events as required by assigned clients/brokers
- Provide input and feedback throughout all levels and to departments of ConnectiCare with respect to best in class service, products, policies and procedures
- Develop, maintain and execute account management client specific calendars
9
Skills For Intermediate Account Service Representative Resume
- Cross sell ancillary lines of business
- Develop and execute strategy to increase member registration on ConnectiCare website
- Provide face to face, telephonic and written communications to customers, members, brokers, consultants and CCI staff
- Completes assigned reports on a monthly basis
- Designs engagement strategies to positively impact member and group retention
- Provide valuable competitive analysis and feedback for the use in product/service development and enhancement
- Organize, plan and conduct Quarterly service reviews with key customers in Northern Alberta mainly – some travel maybe required to Calgary and Red Deer
- Handle client escalations with a sense of urgency & work with internal resources to resolve these quickly
- Provide updates on network and service performance, business process changes and handoff any sales leads or opportunities to the appropriate Sales team
10
Skills For Client Account Service Representative Resume
- Uncover and nurture any potential additional wallet share within existing customer accounts and forward sales leads or opportunities to the respective sales teams
- Conduct customer scorecards and put plans in place to remedy low scores where required
- Manage special projects and service engagements with key accounts
- Medical, dental, vision & Rx Plan
- 401k with company match!
- Impress friends & family with tours of our 679,000 square foot headquarters
- Indoor basketball court & Fitness center open 24/7 and free to employees
- Subsidized cafeteria: Eat healthy, spend less
List of Typical Responsibilities For an Account Service Representative Resume
1
Responsibilities For Intermediate Account Service Representative Resume
- Be flexible in your work environment and adjust to changing expectations
- Analyze customer accounts to determine the best solution to resolve invoicing issues and document the resolution
- Compile account detail through options reporting, holes analysis, liability, etc.
- Liaise between the entertainment division and news & late night sales
- Coordinate sales efforts with Account Executives
- Work with sales analysis & development to maintain accurate LNA and bar records for the focus system
- Provide strikingly impressive service to all BFSFCU members through in-person, telephone, and email communications
- Complete over-the-counter buy/sell transactions for BFSFCU members wishing to convert foreign currency banknotes or foreign checks; increase revenues by cross-selling and up-selling
- Process global wire transfer payments with superb accuracy and efficiency
2
Responsibilities For Client Account Service Representative Resume
- Understand the features and benefits of all applicable Travelex and BFSFCU products and services
- Maintain up-to-the-minute knowledge of new or changed Travelex and applicable BFSFCU products and services
- Ensure that informational and promotional materials are in adequate supply and properly displayed
- Able to accurately balance till inventories and global payments at the conclusion of your shift
- Take on additional projects or assignments as requested
- Understand Bank Secrecy Act and Office of Foreign Asset Control mandates as they apply to the procedures required for foreign exchange transactions and the detection and reporting of unusual or suspicious activity
- Adheres to Travelex and BFSFCU policies and procedures, including, but not limited to, customer confidentiality, compliance guidelines, anti-money laundering procedures, core risk standards, and BFSFCU dress code. Demonstrate the “Gold Standard” 100% of the time
- Maintain a positive and professional demeanor while working in a diverse, international environment
3
Responsibilities For Major Account Service Representative Resume
- Able to easily learn computer programs, foreign currencies , and remittance regulations as required
- Work individually and as a team member to achieve set collection goals and objectives
- Initiate calls to customers in order to secure payment for past due balances, and negotiate and arrange payment plans for customers unable to pay within terms
- Process customer credit card payments as needed to pay down open balances
- Follow the Standard Work Schedule provided by management to efficiently work assigned accounts
4
Responsibilities For Regional Account Service Representative Resume
- Utilize the Customer Relationship Management system (CRM) to verify and update account information, record names, conversations and establish follow-up tasks
- Document, track and resolve customer issues and complaints
- Collaborate with all internal departments to assure customers’ needs are met
- Demonstrate advanced communication skills, including the ability to effectively communicate information in verbal and written form to internal and external customers
- Read and interpret detailed instructions and correspondence
- Proficient analytical skills including the ability to add, subtract, multiply and divide using whole numbers and decimals; and the ability to compute percentages
- Client Service: Serve as the internal first line of contact to ensure proper maintenance of the Sales team's business from proposal to payment. Provide constant communication to the agency contacts, ensuring nuances are met
- Order Generation and Maintenance: Responsible for understanding and becoming the go-to contact within the account service team regarding our in-house order management systems. Coordinate any changes to original contract with internal departments/clients and ensure they are properly executed
5
Responsibilities For Senior Account Service Representative Resume
- Invoicing: Collaborate with Sales Invoicing, Finance and Credit to reconcile campaigns from a revenue standpoint through Folio system. Work with clients to resolve any discrepancies
- Work with Team VP and AEs on prospecting new business
- Make and maintain direct contact with vendors, manufacturers, and lessees; perform daily computer entry of lease documentation
- Negotiate Upfront and Scatter deals with select advertisers
- Develop high yield ad strategies for Discovery Inc. properties
6
Responsibilities For Digital Account Service Representative Resume
- Perform as an Account Executive for select accounts
- Work with advertising agencies, other Ad Sales divisions, and Discovery Inc. departments to ensure that administrative aspects of accounts (timely & accurate reporting) are in order
- Mentor Sales Planners and Assistants. Act as a resource throughout their training and development
- Knowledge of the terminology and procedures in advertising sales
- Take personal accountability for high achievement
- Provide consistent service within established Client Service Commitments/ Key Performance Indicator /Benchmarks established for each department
- Ensure all documents are examined for completeness and accuracy, and take appropriate steps to correct for client
- Takes personal accountability for high achievement; actively participates in coaching opportunities, and learning opportunities to improve your individual and team contribution
7
Responsibilities For Account Service Representative Various Shifts Resume
- Demonstrate the six Principles of Problem Resolution: (Assume the client is right, Take ownership, Demonstrate concern, Apologize sincerely, solve the problem, Go the extra mile)
- Knowledge of the health care industry and related benefit products and services
- Build customized presentations
- Knowledge of Gabriel, CPO
- Multi-task in a fast paced high volume environment
- Answers calls and responds promptly to account inquiries
8
Responsibilities For Account Service Representative Resume
- Responds to and resolves written inquiries and/or complaints
- Appropriately document patient accounts
- Review department mail, return mail, and address corrections
- Proficient with the Microsoft Office Suite (Excel, Word and Outlook). Knowledge of SAP is desired
- Professional demeanor and phone voice tonality
- Aptitude to learn quickly and grow professionally
9
Responsibilities For Intermediate Account Service Representative Resume
- Uncover prospect needs and properly qualify prospects
- Use bond and rapport to develop consultative relationships with prospects over the phone
- In-depth knowledge of the health care industry and related benefit products and services
- Travel throughout California required
- Health benefits industry, project management or customer service experience. Insurance license, as required by state law. Insurance license can be obtained within first 90 days of employment
- Intermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling
- Accountable for timely delivery of client ready reports and analysis
10
Responsibilities For Client Account Service Representative Resume
- Worried about the drive? Check out our commuter options!
- Client Service – Serve as the first line of contact with internal and external entities to ensure the proper maintenance of Turner’s multi-million-dollar advertiser schedules from proposal to payment
- Booking Orders – Responsible for entering advertiser commercial schedule requirements into our in-house ordering system
- Post Analysis – Compare and analyze invoiced data against Nielsen Media research reports to determine if the advertiser’s schedule has reached the audience we promised (includes preparing audience deficiency plans to address possible delivery shortfalls)
- Allocations – Apply basic mathematical formulas to distribute commercial airtime across specific brands, weeks and programming based on advertiser’s marketing needs
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