Account Services Representative Resume Sample
Tate Torphy
81825 Abel Dale,
Boston,
MA
+1 (555) 363 8252
Work Experience
Senior Account Services Representative
05/2015
-
PRESENT
Boston, MA
- Updates representative-related information within database as needed
- Processes assigned requests according to standards and procedures; prioritizes requests based on financial/nonfinancial status
- Sends required confirmation letters associated with respective change to appropriate individual on a timely basis
- Relays distribution requests received via phone/fax to Trading team for processing; follows-up with Trading in order to communicate with custodian once distribution is processed and funds have been released
- Creates and maintains systematic purchases/withdrawals within system; forwards paperwork to custodian
- Processes and forwards risk budget (allocation) changes related to client account to Trading team
- Ensures proper documentation for all requested changes; attaches to client file as required
- Communicates billing changes to appropriate personnel on a timely basis
- Provides consistent service within established Client Service Commitments as established for each department
Account Services Representative
02/2008
-
11/2014
Philadelphia, PA
- Takes accountability for high achievement by actively participating in coaching opportunities and learning opportunities to improve your individual and team contribution
- Demonstrated your ability to resolve problems using a client focus approach
- Excellent organizational skills and close attention to detail are required
- Work well independently and within a team environment with minimal supervision
- Professional work ethic and willingness to get the job done; working additional hours as needed during peak workflow situations
- Present information in a clear, concise, professional and constructive manner for ease of understanding
- Proficiency with numbers, recordkeeping and reconciliations
New Account Services Representative
07/2002
-
10/2007
New York, NY
- Use Microsoft Office, including Word, Excel, Access, Outlook, PowerPoint, and client relations management software. Ability to focus on details, manage multiple tasks and remain highly organized in fast-paced setting
- Objectively communicate with employees through complex and emotional issues
- Make recommendations to effectively solve problems, in line with growing company needs
- Effectively present information and respond to questions from groups internally and externally
- Responsible for establishing and maintaining great working relationships with assigned carrier accounts, serving as the main contact for general training support
- Manage carrier transitions from Out of Network to In Network status
- Participate in implementation calls as needed
Education
DeVry University - Fremont Campus
1998 - 2002
Bachelor's Degree in Business Administration
Professional Skills
- Excellent oral and written communication skills, including proven presentation skills
- Proven customer service/relations skills including the ability to deal effectively,
- Excellent organizational skills, enabling strong account management and prompt customer follow-up
- Excellent telephone skills including listening and demonstrating courtesy,
- Strong overall computer skills including Excel, Word, PowerPoint, Outlook
- Strong PC Skills to include Excel, Word, and mainframe applications
- Exemplary and demonstrated written and verbal communication skills
How to write Account Services Representative Resume
Account Services Representative role is responsible for customer, reporting, excel, planning, mainframe, finance, credit, training, purchasing, shipping.
To write great resume for account services representative job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Account Services Representative Resume
The section contact information is important in your account services 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 Services Representative Resume
The section work experience is an essential part of your account services 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 services 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 services representative position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Account Services Representative resume experience can include:
- Demonstrates ability to handle competing priorities and maintain tight deadlines
- Intermediate skills in MS Word, Excel and PowerPoint needed
- Remains updated on company changes to effectively assist distributors
- Partner effectively with internal team members (i.e. Patient Service Adovcate)
- Build internal relationships and communicate effectively with others
- Superior analytical skills and extensive knowledge of “retail math”
Education on an Account Services Representative Resume
Make sure to make education a priority on your account services 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 services 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 Services Representative Resume
When listing skills on your account services 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 services representative skills:
- Excellent verbal and written communication skills to effectively interact with customers and partner with fellow colleagues of all levels
- Be able to multi-task effectively in an office environment with excellent time management skills
- Demonstrated sales support skills
- Excellent communication skills, both verbal and nonverbal. Enjoys telephonic work
- A people person with proven customer service skills for both internal and external clients
- Proven experience resolving complex issues
List of Typical Experience For an Account Services Representative Resume
1
Experience For Independent Account Services Representative Resume
- Coordinate/escalate issues requiring additional assistance as appropriate
- Assist manager with projects that support expediting carrier payment or issue resolution
- Strategically build linear and digital plans to meet the company objectives and address the client’s marketing goals
- Respond to customers promptly regarding all inquiries, shipment delays and POD’S
- Work with team to ensure we are compliant with your customer’s needs, working with IT, Sales Ops Manager, DC and A/R to initiate and complete set up
- Assist in maintaining the custom print forecast process with an emphasis on the timely and accurate submission of monthly product and revenue forecasts
2
Experience For New Account Services Representative Resume
- Assist Sales Order Specialist to review contracts and approve incoming sales orders
- Act as back up to Sales Order Specialist during vacation and other absences
- Create and update related process documentation
- Monitor customer accounts and initiate corrective action, adjustments, and maintenance, as appropriate
- Use Syncada and industry knowledge to respond to customer inquiries and to provide best practice solutions
3
Experience For Client Account Services Representative Resume
- Track open service tickets and ensure timely completion
- Be able to lift 50 pounds and stand for long periods of time
- Works on specific Bank applications
- Unique high security premises
- High productivity and time line environment
- Ensures all documents are examined for completeness and accuracy, and takes appropriate steps to correct
4
Experience For Senior Account Services Representative Resume
- Track client’s deals to ensure audience delivery in negotiated plans
- Inventory management and daily maintenance of client’s media schedules
- Serve as the first line of contact with internal and external entities to ensure proper maintenance of advertiser schedule
- Able to identify sales prospects
- Monitor corrosion rates. Corrosion coupons for the various treated systems shall be analysed, replaced, and reported on every 30 and 90 days as required. Collects micro’s and corrosion coupons for preparation, labelling and shipment to laboratory
- Develop personal credibility with sales force, field management, key brokers, plan administrators, and internal customers consistent with the company’s commitment to achieving a distinct competitive advantage
- Accurately verify policyholder, plan administrator key identifiers, and ensure appropriate communication methods are utilized in support of Colonial Life’s commitment to privacy and safeguarding confidential information
- Creates fulfillment grids to transfer product to warehouse for ordering by customers through fulfillment order site
- Ensures that new store information and products are kept up to date in internal databases
5
Experience For Wealth Management Jpms Account Services Representative Resume
- Creates spreadsheets as requested to assist with customer needs
- Work with Sales and/or Project Managers on customer projects as needed
- Works with Fulfillment to ensure Fulfillment order site is kept up to date and to ensure order requests are on time and accurate
- Recommend changes that lead to improved efficiency
- Maintains cleanliness and safety of work area
- Maintain a portfolio of customers within an assigned territory, ensuring customer changes and finance-related queries are addressed in a timely and accurate manner
- Assess and correct customer account issues, which requires the ability to perform account reconciliations; identification of billing inconsistencies; comparison of customer billing against contractual terms; modifications to discount entitlements and address general customer inquiries
6
Experience For Project Account Services Representative Resume
- Evaluate and recommend solutions using a combination of judgement within the framework of company policy
- Determine impacts of customer account changes on monthly recurring revenues and support transactional changes with adequate documentation
- Regular interaction with the Account Management, Sales, Finance and Project Teams to fully understand client issues and determine best method to process request
- Manage customer-initiated changes and coordinate with Project, Sales and Finance Teams
- Performs other relevant functions that maybe assigned from time to time
- Pro-active team player with a willingness to support other team members
- Build relationships both among team members and with other internal departments
7
Experience For AM, GWM Jpms Account Services Representative Resume
- Detail oriented and organized in order to deliver accurate results
- Self-starter, proactive with positive attitude and great work ethic
- Knowledge of Netsuite, SalesForce or similar ERP system an asset
- Serve as the first line of contact with internal and external entities to ensure proper maintenance of advertisers’ schedules
- Make outbound client and HSBC Branch representative calls, and other follow-up calls
8
Experience For Account Services Representative Resume
- Respond to inquiries from client, sales team, and Call Center. Promote an environment that supports diversity and reflects the HSBC brand
- Responsible for follow up on all deficiencies with sales team and clients to ensure all required documentation is received in a timely manner
- Answers inbound calls to assist and resolve customers’ questions, conducts outbound calls daily
- Work with facilities (i.e. SNF, hospice, rehab, etc.) to establish and maintain contracts
- Process orders from HCT-Payor facilities (e.g. VA, Kaiser, etc.)
9
Experience For Independent Account Services Representative Resume
- Excel professionally in both verbal and non-verbal communication
- Effectively and consistently manage, using ORACLE, all Custom Print Account order transactions to ensure quality customer service, timely production and product availability/fulfillment
- Work with credit department to set up new customers and perform Account Setup documentation per procedure
- Maintain active and effective level of communication with Custom Print Team, Custom Print buyers, respective field reps, inventory analysts, and distributors to ensure visibility of all initiatives and opportunities available to the company to grow revenue and provide superior customer service
- Assist in order process and documentation for Marketing promotions and Sample needs
- Assist in the update, release and ship confirm process on all Custom Print orders
- Work with team to ensure success on all International and Manufacturer Direct custom print shipments
- Work through action items, consistently maintain plans and update progress to goal data
10
Experience For New Account Services Representative Resume
- Assist Custom Print Team in the management of the company’s relationship with Commercial Promotion Distributors (The Allen Company, Lapine Inc., etc.)
- Serve as primary back up to fellow Custom Print associates
- Assist in the Effective management of inline sales to support Commercial Promotions Distributor account needs while minimizing channel and trade conflicts and cannibalization of inline products
- Assist in the maintenance of an accurate Custom Print promotional calendar and communication regularly with forecasting
- Gather and analyze Custom Print and Commercial Promotions sales information to identify trends
- Attend trade shows and sales meetings to actively communicate with customers and sales reps, as needed
- Monitor and reply to open calls and emails
- Supports corporate strategic level customers, buying group and GPOs related to pricing errors, contract loading, forms and document follow up, quality assurance, pricing integrity, terms consistency, contract pricing issues , as well as product availability support and stocking requests
List of Typical Skills For an Account Services Representative Resume
1
Skills For Independent Account Services Representative Resume
- Competency 3: Interpersonal Skills
- Related experience and 4 to 5 years total experience
- Providing creative solutions toward improving current processes to enhance the customer experience
- Extensive experience in order management, including EDI
- Demonstrate accurate understanding of clients’ immediate requests and questions
- Experience working with a CRM tool
- Experience using Microsoft Office products with a focus on Outlook and Excel
2
Skills For New Account Services Representative Resume
- Previous experience in the following areas: sales, account management, quotes, purchase orders, client communications, inventory data entry
- Quick turnaround times in servicing customers internally and externally bringing about skill development to deliver a higher level of service
- Ensure all documentation is in good order and accounts processed within outlined service levels
- Three to five years of customer service experience in financial services industry
- Experience with TV & Digital Media Sales
- Current Life Agent License with California Department of Insurance Valid California driver's license and proof of insurance is required
- Excellent employer contributed Profit Sharing and 401(K) Plans
3
Skills For Client Account Services Representative Resume
- Strong knowledge of Microsoft Office products- Outlook, Word and Excel
- Experience with pharmaceutical products and buy-and-bill model (reimbursement model)
- Work in a fast-paced environment with the ability to handle multiple priorities simultaneously
- Extensive experience in the outdoor industry
- Strong knowledge of Government/TSYS applications and accounts
4
Skills For Senior Account Services Representative Resume
- Mastery experience in 2 or more back/middle office functions (cash management, transfers, new accounts) required
- Obtain sufficient evidence and approval for customer account changes following approved processes
- Ales experience
- Experience in 2 back/middle office function (Certified) (Cash management, Transfers, New Accounts) required
- Charging and processing the HOA property accounts for demand letters
- Recording and processing all bankruptcies for property accounts
- Updating owner billing addresses and related information
- Arranging and processing payment plans with homeowners
5
Skills For Wealth Management Jpms Account Services Representative Resume
- Contacting Government clients by phone and e-mail to assist in resolving account delinquencies
- Using Initiative- Achieving Goals
- Working a variety of shifts from between 7:15am to 4:00pm
- Charging the Association property accounts assessments (monthly, semi-annually, quarterly, and/or annually)
- Charging the Association property accounts for collection fees
6
Skills For Project Account Services Representative Resume
- Requesting from the Association Managers which property accounts need to be processed for liens
- Requesting from the Association Managers which property accounts need to be processed for foreclosures
- Charging the property accounts for both management company fees and attorney's fees
- Charging all violation fines for property accounts
- Charging all miscellaneous account fees (e.g., work-orders, resident key fobs, etc.)
- Verifying that all statuses of delinquent accounts are updated monthly
- Processing Adjustments on owner's accounts
- Works with shipping, ensuring distribution lists and proper packing lists are created and utilized when shipping customer’s products
7
Skills For AM, GWM Jpms Account Services Representative Resume
- Educate customers by explaining bills and Cox policies and procedures concerning prices, billing and service
- Manage and maintain customers’ expectations utilizing reports and identifying and communicating supply and demand challenges
- Support and enhance agency relationships by monitoring requests and ensuring commercials spots are booked according to guidelines
- Responsible for maintaining and monitoring all upfront and scatter deals in order management system
- Regular contact with trading team and custodians regarding distributions, transfers or systematic withdrawal/purchase requests
8
Skills For Account Services Representative Resume
- Monitors and records chemical usage rates, inventory and pump setting’s, Keep dosing tanks full
- Assist bottle team (Planning, The Allen Co, Sales and CS) in reconciling custom print business
- Research payment posting issues, such as misapplied payments, missing items, duplicate payments
- Assist bottle team (Planning, Distribution, Sales and CS) in reconciling custom print business
- Knowledge of: Sales, order management, event coordination, key account trade and show planning
9
Skills For Independent Account Services Representative Resume
- Knowledge of claims processing or electronic medical record system helpful
- Identify opportunities to enhance and streamline the account services process and working with the Account Services Manager to implement process changes
- Receive and perform a compliance review on all new account opening documentation
- Superior listening abilities
- The maturity necessary to excel in a high-visibility position where consensus building and partnerships are critical to success
- Determine the appropriate answer, response, or solution by interpreting relevant information in light of the customer’s circumstances
- Partner with Demand Fulfillment team to maximize shipment potential and to ensure the delivery and shipping on time product
10
Skills For New Account Services Representative Resume
- Contact as needed with broker dealers, custodians or clients regarding account-based information
- Supports and enhance agencies relationships by monitoring clients’ requests to ensure scheduled commercial spots air correctly
- 6 month contract position with the option of moving to casual after contract is up
- Strategically build and prepare plans to meet the company objectives and address the client’s marketing goals
- Ensures all pending issues are resolved in a timely manner
- Works with Sales and Project Managers to ensure that information on customer stores are updated and accurate for production and shipping
List of Typical Responsibilities For an Account Services Representative Resume
1
Responsibilities For Independent Account Services Representative Resume
- Supports decisions related to overall customer strategic services offerings included within ongoing relationship. Participates from prospecting through contract award
- Demonstrated ability in reviewing contracts and familiarity with contract language
- Support assigned book of business for the most complex accounts in a customer-focused, effective and efficient manner
- Total experience
- Processing of client requests routed via fax, mail, and email through the imaging workflow system
- Act as a liaison between customers and multiple departments within the Company including but not limited to Quality, Regulatory, Finance and Manufacturing
2
Responsibilities For New Account Services Representative Resume
- Field product inquires and explain product information and answer questions related to product, pricing, packaging and logistics
- Produce, identify and analyze purchasing trends within strategic customer base and escalate to appropriate internal and external stakeholders
- Regular interaction with the Customer Success Managers, Sales, Finance and Project Teams to fully understand client issues and determine best method to process request
- Support clients and business partners via inbound phones with questions related to new account opening, account maintenance,
- Support clients and business partners via email correspondence with questions related to new account opening, account maintenance,
- Work with team to ensure we are compliant with your customers needs, working with IT, Sales Ops Manager, DC and A/R to initiate and complete set up
- Develop and maintain healthy and productive customer relationships including foreign distributors
3
Responsibilities For Client Account Services Representative Resume
- Train any applicable departments on new processes and procedures as well as update any changes to existing policies and procedures
- Serves as a liaison between external customers and internal work teams and operational processes Responds to customer concerns and issues, identifies root cause and serves as a liaison with Blue Shield for client needs
- Successfully manage an assigned list of customers within a designated territory (30%)
- Maintains a profitable book of business by working proactively with other functional areas of MSH - Credit/Collections, Master Data, Customer Care, and Onmark Member Services teams (30%)
- Handle incoming customer requests and ensure that issues are resolved both promptly and thoroughly (30%)
- Develop a knowledge base of the marketplace, environment, customer dynamics and concerns (5%)
- Provide constant support to groups and brokers by reconciling billing, enrollment, and benefit issues, troubleshooting all questions/concerns, documenting issues/potential problems in system, and keeping management advised of any potential problems
4
Responsibilities For Senior Account Services Representative Resume
- Develop and maintain client relationship with administrators and carriers through inbound and outbound calls
- Work in an environment with heavy phone-based customer interaction
- Account reconciliation to determine the source of delinquencies or credit balances
- Research and decision customer requests received via email, phone, and mail
- Work with both internal and external customers for payment issue resolution
- Prospect new business and entertain client
- Establishes and maintains great working relationships with assigned business accounts, serving as the main day-to-day contact between program administrators or relationship managers
- Answers, researches, and resolves operational problems experienced by the customer utilizing the Consultative Account Management approach with every client interaction
5
Responsibilities For Wealth Management Jpms Account Services Representative Resume
- Focuses on being a strategic resource by assisting with delinquency management, client systems and program implementations; promotes standards with clients and processes by exiting paper reports or other non-efficient program management techniques and facilitating the adoption of electronic and web - based solutions
- Excellent relationship and customer service skills with at least 2-3 years experience
- Strong process skills and computer literacy
- Lifts quality through identifying and reporting issues and maintaining an accurate accounting of assigned portfolio specifics
- Maintains high service satisfaction by following up on client inquiries, providing training, and providing updates
- Coordinates and interacts with internal teams and individuals to ensure high levels of service delivery
6
Responsibilities For Project Account Services Representative Resume
- Assist Custom Print Team in the management of the company’s relationship with Commercial Promotion Distributors
- Receive inbound calls from Independent customers and Territory Sales Managers and partner with the Consumer team to alleviate any overflow of calls
- Collaborate with our B2B team to help develop any areas of opportunity to assist Territory Sales Managers or customers
- Provides consistent service within established Client Service Commitments established for each department
- In conjunction with appropriate departments review, enter and track customer orders received via telephone, e-mail or fax to ensure completion and accuracy
- Provide management with sales updates on a regular basis
- Set up and maintain customer accounts and applicable databases and files. Ensure customer accounts are properly set up in collaboration with Legal and Finance departments
7
Responsibilities For AM, GWM Jpms Account Services Representative Resume
- Represent the department, as an alternate, on committees as appointed by Supervisor
- Understands/speaks Cantonese/Mandarin is an asset
- Employees to conduct themselves in accordance with GE’s Growth values at all times
- Employees to conduct themselves in accordance with GE’s Spirit of the Letter obligations at all times
- Flexibility and willingness to travel on a regular basis (up to approximately 50%) – throughout Western Australia as well as interstate as required
- Maintain confidentiality of records information
- In-depth knowledge of the health care industry and related benefit products and services ASO contract knowledge
8
Responsibilities For Account Services Representative Resume
- Familiarity with case installation process
- Precise attention to details
- The ability to think on your feet in a dynamic environment
- Be a team player as well as a team leader
- Responsible for communication to customers and Territory Managers regarding purchase order changes, pricing variances, shipping status, availability and being pro-active to any potential challenges
- Manage and maintain customers’ expectations utilizing reports and identifying and communicating supply and demand challenges. Partner with Demand Fulfillment team to maximize shipment potential and to ensure the delivery and shipping on time product
- Flexible Spending Accounts Life/LT Disability Insurance
9
Responsibilities For Independent Account Services Representative Resume
- ST Disability Program Vacation/SickLeave/10 Annual Paid Holidays
- Resolve problems and prevent client dissatisfaction
- Proficient use of MS Office products, Internet, DMC, Universal Workflow, and web cameras
- Problem solve both with our customers and internal staff to achieve successful outcomes for customers and the Company
- Make informed decisions with available information
- Competency 1: Customer Focus
- Competency 4: McKesson Business Acumen
10
Responsibilities For New Account Services Representative Resume
- Maintain a positive attitude in a fast-paced work environment
- Establish relationships with customers and Territory Managers through communication and follow-up and consistent information to maximize the accuracy of the order pool
- Partner with multiple groups within the organization such as, Demand Fulfillment group, Business Units, Customer Operations, LC, Marketing to ensure on time delivery and customer satisfaction
- Quick turnaround times in servicing customers internally and externally bringing about skill development to deliver a higher level of service. Uphold and manage the integrity of order booking to reflect accurate customer information. Bookings include managing FDD date, shipments, pricing, availability and on time delivery
- With assistance, manage discrepancy premium on accounts as assigned and reconcile and resolve account and policyholder level premium discrepancies to ensure compliance with Sarbanes-Oxley
- Monitor daily reports to ensure that individual, team and department service goals are met
- With supervision, analyze and research account data and make appropriate business decisions
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