What does an account management representative do?

An account management representative is in charge of overseeing client accounts, ensuring everything runs smoothly and efficiently. They may work directly with clients to answer inquiries, identify their needs, provide advice, and resolve any issues or concerns. An account management representative may also perform research and analysis to identify new business and client opportunities, generate leads, offer products and services, and develop account management and sales strategies. Moreover, they must maintain an active communication line with staff while enforcing the company's policies and regulations.
Account management representative responsibilities
Here are examples of responsibilities from real account management representative resumes:
- Market managed care plans to clients on Medicaid and public assistance.
- Manage Facebook and patient communication programs.
- Utilize ICD-9 and ICD-10 codes for the descriptions of veterans.
- Research and apply COPT, ICD-9 and HCPC codes as needed.
- Update fee schedules and specific CPT codes as needed.
- Direct the support of new designs for their logistics aspects.
- Process ICD10 codes for patient diagnosis and CPT codes for billing.
- Assist in the orientation and training of new hires, including HIPAA protocols.
- Assign ICD-9 codes and applicable modifiers to all charges incur by the clinicians.
- Utilize in-depth contacts for the market of HMO services to a target client base.
- Provide recurring briefings; awareness articles, fact sheets and program newsletters within the logistics community.
- Process medical PPO, HMO, and workers compensation claims, providing follow-up for a third party administrator.
- Maintain critical confidentiality per HIPPA guidelines.
- Verify benefits and eligibility in accordance with HIPAA guidelines.
- Review reports and transcripts for accuracy and distribute within HIPPA regulations.
Account management representative skills and personality traits
We calculated that 21% of Account Management Representatives are proficient in Customer Service, Medical Terminology, and Data Entry. They’re also known for soft skills such as Communication skills, Computer skills, and Customer-service skills.
We break down the percentage of Account Management Representatives that have these skills listed on their resume here:
- Customer Service, 21%
Manage severely delinquent charged off auto accounts while utilizing collection tools and procedures to resolve serious collection and customer service problems.
- Medical Terminology, 14%
Reached level two position with advancements in medical terminology education for better customer relations.
- Data Entry, 9%
Performed identification and data entry of referral requests.
- Patients, 8%
Maintained effective communication and coordination between doctor's office, insurance companies, patients and medical delivery.
- Inpatient Admissions, 7%
Conducted prospective reviews to determine the medical necessity of inpatient admissions & outpatient services.
- Outpatient Services, 6%
Processed clinical information for review to meet medical necessity for inpatient or outpatient services per insurance guidelines.
Most account management representatives use their skills in "customer service," "medical terminology," and "data entry" to do their jobs. You can find more detail on essential account management representative responsibilities here:
Communication skills. The most essential soft skill for an account management representative to carry out their responsibilities is communication skills. This skill is important for the role because "customer service representatives must be able to provide clear information in writing, by phone, or in person." Additionally, an account management representative resume shows how their duties depend on communication skills: "certify surgical procedures through communication with insurance companies to determine medical necessity. "
Customer-service skills. Another skill that relates to the job responsibilities of account management representatives is customer-service skills. This skill is critical to many everyday account management representative duties, as "representatives help companies retain customers by professionally answering questions and helping to resolve complaints." This example from a resume shows how this skill is used: "set up payment arrangements with customers. "
Interpersonal skills. For certain account management representative responsibilities to be completed, the job requires competence in "interpersonal skills." The day-to-day duties of an account management representative rely on this skill, as "representatives should be able to create positive interactions with customers." For example, this snippet was taken directly from a resume about how this skill applies to what account management representatives do: "used excellent interpersonal, verbal and written skills to handle difficult customers with billing and technical issues. "
Listening skills. Another common skill required for account management representative responsibilities is "listening skills." This skill comes up in the duties of account management representatives all the time, as "representatives must listen carefully to ensure that they understand customers in order to assist them." An excerpt from a real account management representative resume shows how this skill is central to what an account management representative does: "communicated using basic medical terminology. "
Patience. While "patience" is last on this skills list, don't underestimate its importance to account management representative responsibilities. Much of what an account management representative does relies on this skill, seeing as "representatives should be patient and polite, especially when interacting with dissatisfied customers." Here is a resume example of how this skill is used in the everyday duties of account management representatives: "handled escalated customer calls with professionalism, patience and understanding. "
See the full list of account management representative skills
The three companies that hire the most account management representatives are:
- Elevance Health
199 account management representatives jobs
- Oracle11 account management representatives jobs
- PIH Health10 account management representatives jobs
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Account management representative vs. Registration specialist
A registration specialist is responsible for managing patient information, including the verification of their insurance details and medical treatment schedules. Registration specialists assign admission rooms and processing payments for discharge. They also assist patients with the completion of medical forms by helping them fill-out papers with the most accurate information. A registration specialist performs administrative and clerical duties as needed, requiring them to have excellent data management skills to process information and provide the highest quality care services for the patients.
There are some key differences in the responsibilities of each position. For example, account management representative responsibilities require skills like "inpatient admissions," "authorization review," "clinical review," and "hire training." Meanwhile a typical registration specialist has skills in areas such as "patient registration," "insurance verification," "patient care," and "insurance eligibility." This difference in skills reveals the differences in what each career does.
Registration specialists really shine in the health care industry with an average salary of $30,648. Comparatively, account management representatives tend to make the most money in the government industry with an average salary of $55,963.The education levels that registration specialists earn slightly differ from account management representatives. In particular, registration specialists are 3.0% less likely to graduate with a Master's Degree than an account management representative. Additionally, they're 0.5% less likely to earn a Doctoral Degree.Account management representative vs. Patient advocate
A patient advocate is responsible for supporting the patients with the medical processes in a healthcare institution, assisting them with insurance claims and medical billing disputes, verifying treatment procedures, and conducting referrals to medical professionals based on the patient's needs. Patient advocates facilitate a payment plan for the patients, discussing this plan to the financial department of the facility. They also address the patients' inquiries and concerns, as well as their complaints with hospital operations, immediately raising these issues to higher management.
Each career also uses different skills, according to real account management representative resumes. While account management representative responsibilities can utilize skills like "inpatient admissions," "outpatient services," "authorization review," and "clinical review," patient advocates use skills like "patient care," "financial assistance," "insurance benefits," and "telephone calls."
Patient advocates may earn a lower salary than account management representatives, but patient advocates earn the most pay in the health care industry with an average salary of $35,016. On the other hand, account management representatives receive higher pay in the government industry, where they earn an average salary of $55,963.patient advocates earn similar levels of education than account management representatives in general. They're 2.6% more likely to graduate with a Master's Degree and 0.5% less likely to earn a Doctoral Degree.Account management representative vs. Patient coordinator
A patient coordinator functions as the primary point of contact between health care professionals and patients in a medical facility. They mostly perform administrative tasks such as greeting visitors, answering calls, responding to inquiries, managing schedules, arranging appointments, processing payments, gathering information, and keeping records. Moreover, they assist in filling out forms, escorting patients to different rooms or offices, and setting treatment plans. Most importantly, they discuss and share necessary information with patients and families regarding medications, procedures, and proceeding care according to a physician's assessment.
Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from account management representative resumes include skills like "inpatient admissions," "outpatient services," "authorization review," and "clinical review," whereas a patient coordinator is more likely to list skills in "patient care," "patient flow," "excellent organizational," and "check-in. "
Patient coordinators earn the highest salary when working in the health care industry, where they receive an average salary of $33,131. Comparatively, account management representatives have the highest earning potential in the government industry, with an average salary of $55,963.Most patient coordinators achieve a similar degree level compared to account management representatives. For example, they're 1.4% less likely to graduate with a Master's Degree, and 0.3% less likely to earn a Doctoral Degree.Account management representative vs. Patient care coordinator
A patient care coordinator or care coordinator is a trained health professional who manages patients' health care, such as the elderly or disabled. Patient care coordinators educate patients about their health conditions and develop a plan to address their personal health care needs. To comply with health care laws and regulations, care coordinators must attend training and courses so that they are updated with the new developments in health care. They are also required to take up licensure examination and should have experience in care coordination or clinical practices.
Even though a few skill sets overlap between account management representatives and patient care coordinators, there are some differences that are important to note. For one, an account management representative might have more use for skills like "medical terminology," "inpatient admissions," "outpatient services," and "authorization review." Meanwhile, some responsibilities of patient care coordinators require skills like "home health," "patient appointments," "direct patient care," and "insurance coverage. "
In general, patient care coordinators earn the most working in the health care industry, with an average salary of $37,912. The highest-paying industry for an account management representative is the government industry.The average resume of patient care coordinators showed that they earn similar levels of education compared to account management representatives. So much so that theyacirc;euro;trade;re 0.8% less likely to earn a Master's Degree and less likely to earn a Doctoral Degree by 0.5%.Types of account management representative
Updated January 8, 2025











