Accounts Representative Resume Sample
Garrison Pacocha
85868 Shad Drives,
Detroit,
MI
+1 (555) 873 6107
Work Experience
Senior Client Accounts Representative
06/2015
-
PRESENT
San Francisco, CA
- Serves as front-line person at the Bursar’s window responding professionally and courteously to all inquiries from constituents, i.e. students, parents, lenders, faculty, administrative and support staff through personal and telephone communications
- Counsel customers regarding student related functions of other College departments, i.e. financial aid, registrar, housing, admissions, etc., in order to address or refer issues not served directly by the Bursar area
- Maintain Bursar e-mail account by reading and responding to emails, deleting junk mail or forwarding messages to appropriate departments when necessary
- Schedule installation appointments for new Major Accounts’ Customers
- Develops and maintains knowledge of competition, pricing, strategies, handling of customer needs and problem resolution.Develop and maintain knowledge of competition’s primary products and markets to analyze impacts on MWW business in competitive markets
- Operate a CRT system, PC and various software and spreadsheet programs
- Utilize strong organizational and analytical skills
- LANGUAGE SKILLS:Ability to read and interpret documents such as safety policies, operating and maintenance instructions, procedure manuals and SOP’s
Customer Accounts Representative
08/2011
-
04/2015
Philadelphia, PA
- Remain in a stationary position (for example, standing, sitting) while constantly operating a computer and other office machinery, such as calculator, copy machine, etc. with or without reasonable accommodation
- To be the most competent adidas ambassador, knowing all aspects of the category (market, competitors, products/technologies, events, sporting news, athlete’s etc)
- Maintains phone call and account rotation plan to contact all levels of the Customer’s organization, including store level personnel
- Collaborates with marketing staff at Callaway Golf and at customer’s headquarters to integrate marketing efforts
- Coordinates interaction between various Callaway Golf experts, eg. Supply Chain, Forecasting, etc., and counterparts in customer’s business to facilitate better planning and efficiency of business
- Set up and process automatic and recurring credit card payments and/or deferred billing for employer reimbursement
- Oversees and ensures the accuracy and integrity of Alere Home Monitoring’s Out of Network claims, claims recovery, and data by monitoring systems and reviewing configurations
Student Accounts Representative
10/2006
-
05/2011
Boston, MA
- First point of contact providing counsel and customer service to students from all programs of the University regarding their student accounts, including parents of College of Arts & Sciences students. Responds to questions or concerns, explaining Bethel procedures and policies, and first level problem solving
- Manages the Business Office and Bill Payment email boxes
- Processes outside scholarship checks on student accounts, maintaining detailed records for back-up and future scholarship data
- Works with the Assistant Director for the Child Day Care Centers regarding the accounts. Manually enters all monthly billing and other adjustments as required
- Assists with Title IV loan refund processing
- Processes Third Party Billing for Pre-Paid Tuition, Vocational Rehabilitation, Workforce Solutions and DEED
- Balance multiple tasks and function in a fast-pace, and stressful environment is necessary
- Ensure confidentially of information relating to financial matters at all times
Education
Strayer University - Henrico Campus
2001 - 2006
Bachelor's Degree in Accounting
Professional Skills
- Strong relationship development skills resulting in long-term, mutually beneficial customer relations
- Strong computer skills required in Microsoft Word and Excel
- Clerical skills including filing and scanning
- Customer service and office administrative skills
- Two years of business experience (bookkeeping/data entry/collections) is required
- One to three years experience in handling cash receipts, deposits or collections
- Experience in a client focused relationship management role
How to write Accounts Representative Resume
Accounts Representative role is responsible for customer, microsoft, negotiation, word, bookkeeping, retail, finance, credit, database, auditing.
To write great resume for accounts representative job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Accounts Representative Resume
The section contact information is important in your accounts 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 Accounts Representative Resume
The section work experience is an essential part of your accounts 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 accounts 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 accounts representative position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Accounts Representative resume experience can include:
- Partner with internal employees such as Supply Chain, Master Data, Credit and Product Brand Managers towards management of SPA forecasts, special buys/FSR’s and discontinued products
- Support or lead efforts with NAD’s strategic clients by identifying opportunities, developing plans, and communicating updates to clients and broad internal audiences
- Problem solving / conflict resolution and negotiation skills
- Proven track record of producing results in highly competitive sales environments
- Proven track record of prospecting to obtain sales success
- Experience working with Excel, Word, Outlook & PowerPoint knowledge
Education on an Accounts Representative Resume
Make sure to make education a priority on your accounts representative resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your accounts 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 Accounts Representative Resume
When listing skills on your accounts 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 accounts representative skills:
- Solid working knowledge of third party payers
- Solid understanding of Customer Relationship Management (CRM) systems, e.g. ACT!, Illustrator, Highrise, and Insightly
- Experience in handling the Medium voltage products, systems and solutions
- Intermittently stand, stoop, bend, twist, crouch, kneel, crawl, walk, climb, operate foot and hand controls, squeeze, and reach above shoulders
- Professional sales experience, business development and/or sales leadership in a related industry
- Professionally handle client issues and maintain good business relations
List of Typical Experience For an Accounts Representative Resume
1
Experience For Customer Accounts Representative Resume
- Monitors and handles end of lease activities, including sending out notices, following-up with customers and/or dealers in order to ensure timely resolution
- Handle all aspects of lease extensions and month-to-month rentals including documentation, booking, invoicing and collections
- Perform clerical work as required, such as light typing, filing, billing and mailings
- Performs bookkeeping and other related clerical work requiring the exercise of independent judgment and a working knowledge of department rules and regulations
- Audits accounts for processes including but not limited to graduation, registration, refunding, and other auditing as it relates to student accounts
2
Experience For Student Accounts Representative Resume
- Receives incoming calls from third party payors, customers, doctor offices and other internal departments regarding issues on accounts
- Database tracking and logging activities
- Clarify and fulfill customer requirements/needs by presenting an accurate financial estimate related to insurance benefits for products and services
- Answer billing inquiries from staff, and insurance companies
- Produces various reports for the Customer Service group using Info-Trieves, Cognos and Excel
- Monitors suspense payment balances originating from legal or other Special accounts
- Assists billing, phone inquiries and related customer service tasks
3
Experience For Special Accounts Representative Resume
- Discuss upcoming jobs and equipment requirements
- Assist in the bidding process
- Promote specialty businesses including pump and power, industrial, remediation, etc
- Investigate and resolve any issues including contract, invoice, service, etc
- Computer literate, including Windows, Adobe Acrobat, and the Microsoft Office suite of products
- Insure, through assistance of Strategic Sales Representative, that orders are properly processed through shipment and billing
4
Experience For Major Accounts Representative Resume
- Identify, define, and analyze information and situation before recommending a course of action
- Competitive: Possessing a drive to win
- Proficient in Microsoft Word, Excel, PowerPoint, and CRM database
- Dispatch, Sales and Customer Service teams
- Team Leads and Director of Transportation Operations
- Represents Inmar’s Digital system to assigned client accounts on a day-to-day basis
- Perform detailed and complex work with data analysis
- Concisely explain complex concepts to clients
5
Experience For Mindware National Accounts Representative Resume
- Perform detailed work with numerical data
- Responsible for the management of all INR Single Case agreements and related accounts receivable, billing and collection, authorization verification, and interaction with Sales, in accordance with management‘s expectations
- Oversees and ensures the accuracy and integrity of Alere Home Monitoring’s Out of Network claims served by single case agreements; claims recovery, collection efforts and data by monitoring systems and reviewing configurations
- Review claim denials and process all appeal and re-submissions in a timely manner in accordance with plan policies
- Maintain follow up of aged receivables to assure timely payment of claims
- Routinely evaluates current processes and make recommendations for improvement. Implements new policies as needed
6
Experience For Personal Banker / New Accounts Representative Resume
- Maintains and monitors Syndications activities, including but not limited to, maintaining accurate spreadsheets, coordinating and communicating with Accounting, Capital Markets, customers, banks and other 3rd party lenders
- Maintains and monitors Power by the Hour accounts
- Provides individual services for large corporate accounts
- Invoicing and follow-up collection for equipment purchases and/or floating rate adjustments, outstanding rentals and/or late charges or other miscellaneous items for expired leases
- Handle all aspects of end of lease financing, including negotiating with customers, coordinating with Territory Managers or Marketing as necessary, quoting, adjudicating credit, document preparation, booking and PPSA Registrations
- Prepare accurate invoices for residual buy-outs, and collections follow-up
- Monitors and administers insolvency and other legal accounts, including PCL maintenance, legal coding, collections activities, preparing and filing Proofs of Claim, coordinating with inside and outside legal counsel
- Monitors and handles all aspects of deficiency collections including sending notices to customers, negotiating and making recommendations for settlements, preparing files and working with 3rd party collection agencies and/or inside or outside legal counsel as necessary
7
Experience For Accounts Payable Accounts Representative Resume
- Maintain and update various logs to ensure accurate tracking of Special Accounts activities
- Prepare final write-off packages and ensure appropriate sign-off
- Reports activities to the Special Accounts Support Manager on a weekly and monthly basis or as requested
- Maintains student account documentation to assist agencies in the collection of outstanding accounts including graduated or withdrawn students; maintain relevant statistics for reporting and analysis
- Reviews and recommends past due student records for turnover to external collection agencies including bankruptcy forms, proof of claims and coding of accounts
- Follows rules and guidelines surrounding collections activities, Fair Debt Collections Practices Act (FDCPA), and internal applicable policies and procedures
- Performs cashier functions for various cash collection points across campus
- NASD Series 6, 63 and 65 licenses desired
- Management of customer relationships and account development
8
Experience For National Accounts Representative Resume
- Make office and field visits to build on or create new relationships
- Act as a resource for local and national information
- Meet with the customer to identify their needs
- Review the program with the customer and identify the benefits for their company
- Extend an invitation to the program
- Create corporate account agreements and complete the new corporate account check list
9
Experience For Key Accounts Representative Resume
- Review the customer’s account with accounts receivable on a monthly basis and resolve any issues
- Knowledge of different phases of construction, equipment applications, features, benefits, operation and specifications required
- Able to lift, bend, stoop, squat, reach, crouch and kneel
- Prepare necessary documentation for student accounts deemed to be uncollectible through in-house methods, prepare for placement with an outside collection agency on a monthly basis (1st and 2nd assignments). Review with the Director
- Review, process and track collection agency accounts and bankruptcy accounts
- Help students and parents to understand their monetary accountability
- Reply to general office phone calls, returns messages when needed, answer generic email inquiries
- Verify accounts, financial aid awards, clarify item types that identify various sorts of awards or payments
10
Experience For Khpe Student Accounts Representative Resume
- Performs third party payor billing via electronic or paper in accordance with third party payor/government requirements. Utilizes third party payor access to obtain insurance eligibility, claim status, etc
- Answers inbound calls to assist and resolve customers’ questions
- Identifies resolutions for customers’ issues and concerns
- Submits appropriate paperwork to process resolutions
- Provide follow-up phone calls to distributors, when needed
- Review and processes student refunds
- Identifies, allocate and troubleshoots any payments that cannot be matched to any student
List of Typical Skills For an Accounts Representative Resume
1
Skills For Customer Accounts Representative Resume
- Communicate effectively in person, via phone and written correspondence to a diverse student population
- Advanced analytics skills
- At least one year of experience with the University of Arkansas BASIS system (not just webBASIS)
- Position incumbent averages 10-15 years of sales experience
- Establish and maintain good customer relationship
- Medical office/healthcare experience required
2
Skills For Student Accounts Representative Resume
- International experience and collaboration in international teams
- At least four years previous sales management experience
- Strong dedication to integrity and honesty
- Inventorying repossessed and lease returned equipment, and preparing files for Remarketing
- Following up with customers on orders and out calling for direct sales is vital to developing professional relationships with our customers
3
Skills For Special Accounts Representative Resume
- Managing daily correspondence with students regarding tuition payments and other questions related to their account balances
- Applying appropriate accounting practices to student accounts
- Building and presenting proposals
- Understanding the goals and concepts of our business and incorporating business goals to achieve sales and profitability
- Executing a Strategic Sales Approach
- Prospecting: In person, over the phone, via e-mail, etc..
- Providing timely invoices
- Specifies if special labeling is required for shipment and in some instances supplies to the shipping department
- Confers with production, shipping, warehouse employees or checks in common carrier websites to trace missing or delayed shipments
4
Skills For Major Accounts Representative Resume
- Send international customers shipping/ tracking information
- Knowledge of filing and record keeping procedures
- Computes price, discount, sales representative's commission, and shipping methods as required
- Submits shipping documents to all international customers daily
- Participates in strategy setting for the retail channel and ensures sales objectives are met through teamwork and cross-functional collaboration
- Communicates market trends, competitive information, new opportunities and be the voice of the customer to the sales & marketing team
- Knowledge of PPSA filing requirements and the applicability to bankruptcy laws and regulations
- Lift 15 – 20 pounds
- Intermittently lift, carry, pull and push up to 10 pounds
5
Skills For Mindware National Accounts Representative Resume
- Continuously see, sit, balance and have repetitive use of arms, wrists, hands, fingers
- Frequently hear, talk, and grasp
- Exposure to electrical equipment, low to medium noise levels, and mild to moderate indoor temperatures of heat and cold
- Constant use of computer
- Trustworthy and maintains confidentialit
- Manages extremely heavy volume of e-mails on a daily basis for communications with employees, customers and Regional Sales Managers (RSM) worldwide
- Confirms accuracy of new orders by comparing purchase order, customer drawing, terms, revision levels, dimensions, materials, unit prices, lead times/shipping date, anticipates possible delays, and proactively plans for every order
6
Skills For Personal Banker / New Accounts Representative Resume
- Leads the daily production meetings to acquire status of all accounts
- Manages customer inventory levels for product on consignment and Kanban programs
- Posts invoices into ERP system daily
- Receives and delegates customer complaints
- Compiles statistical data and prepares various reports for management including maintaining the purchase order log and tracking data for On-Time-In-Full (OTIF) matrix on a daily basis
- Maintains accurate customer name and addresses on database
- Provides inside sales support to customers without a dedicated RSM
- Prepare customer spreadsheets for open orders, as necessary or required
- Walks the clean room floor to get familiar with parts and the internal functions of parts one to two hours per week
7
Skills For Accounts Payable Accounts Representative Resume
- Manages the business to achieve maximum sales, productivity and customer satisfaction
- Maintains and develops strong relationships with key account personnel, acting as primary interface and voice of the customer to internal teams in operations, finance, business unit segments, and marketing teams
- Develops, implements, track, and report on sales growth plans and targeted opportunities
- Provides overall category management expertise for customer with focus on product mix, planogram design, new product introductions and line reviews
- Accurately provides the business with forecasts and opportunity pipeline on a monthly and annual basis
- Motivate and manage local Replenishment Manager
- Help manage (in combination with operations group) company’s profitability within the customer account
- Travels to China for annual line review/preparation for that line review
8
Skills For National Accounts Representative Resume
- Communicate using clear communication skills which could include but not be limited to the following methods: personal face-to-face contact; using e-mail or other written correspondence; and through telephone contact
- Strong track record of building and maintaining solid relationships with internal stakeholders and demonstrated ability to work with cross-functional groups and different level of employees throughout the organization
- Solve complex problems; creatively and resourcefully resolves elevated issues while applying sound judgment and accountability
- Self-motivated; able to work both independently to complete tasks and respond to department requests, as well as collaborate with others in identifying quality solutions
- Strong organization, planning and project management skills; ability to prioritize tasks to meet business requirements and deadlines in a high volume, time sensitive environment
- Moderate levels of English speaking, writing, and reading comprehension; critical thinking, troubleshooting, evaluation, organization, and attention to detail
- Prepare mailing of paper claims relating to Single Case Agreements
9
Skills For Key Accounts Representative Resume
- Clear understanding of the Syngenta commercial strategy and it’s relevance to the respective Channel partner
- Above moderate levels of active listening and service orientation
- Perform follow up and as necessary on outstanding work orders
- Work to in protecting the company’s interest with outside suppliers (legal counsel, bailiffs, lawyers etc. )
- Request authorization of payments for bailiffs, towing company, storage, collection agencies, etc.
- Review patient supply orders related to Single Case Agreements to insure that current authorization and Single Case Agreement exist before shipping supplies
- Collaborate with the Contract Analyst and Provider Relations Manager on reviewing Single Case agreements
- Expertise with all Callaway Golf IT/Order Management/Software productivity platforms
- 20-35 hours per week
10
Skills For Khpe Student Accounts Representative Resume
- Proficiency in MS Office Suite (Excel, Outlook, PowerPoint, Word, etc.)
- Proficient use of MS Office products, Internet, DMC, Universal Workflow, and Tealeaf
- Schedule service and inspection at customer site as needed
- Be the primary customer service contact for assigned accounts
- In call center environment
List of Typical Responsibilities For an Accounts Representative Resume
1
Responsibilities For Customer Accounts Representative Resume
- Attention to detail and follow-through on completing a task is crucial when sourcing non-stocked items and entering work orders
- We are a team-based environment; working closely with credit, supply chain, operations, sales and other departments in the company
- Responsible and committed to meet team goals and deadlines
- Energetic personality with a positive attitude
- High level of comfort with a fast-paced environment
- Driven, independent, open-minded and flexible
2
Responsibilities For Student Accounts Representative Resume
- Strategic account development of prospects
- Strategic analysis of accounts to develop a customized solution
- Critical problem-solving, conflict resolution and negotiation skills separate our representatives from the rest when it comes to helping our large customer base with their product inquiries
- Enthusiastic professionalism is vital in our line of work; ability to communicate and respond to any customer’s questions or complaints clearly and precisely is critical in a fast-paced transactional environment
- Able to skillfully multi-task and knows how to properly prioritize tasks/objectives
- Possesses strong attention to the details
3
Responsibilities For Special Accounts Representative Resume
- Proficient with MS Office (i.e. Word, Excel, Outlook)
- Use multiple computer systems, applications, and utilize search tools to find information
- Consigners and Carriers
- Communicate with students who have past due accounts and assist with payment solutions (walk-ins, phone, email). Negotiate a payment agreement that is beneficial to both the student and the University with students who cannot pay the entire past due balance. Tracks payment agreement compliance and communicates consequences for missing payment agreement due dates, and negotiate late fees
- Oversees University external collection efforts and ensures that outstanding student accounts are being pursued in collaboration with the other Student Accounts Representatives. Generates and reviews aging reports and ensure all delinquent accounts are in the collection process. Review student accounts to ensure restriction flags are ended when payment is posted
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