How to hire an account representative

How to hire an account representative, step by step

Here's a step-by-step account representative hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write an account representative job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new account representative
• Step 8: Go through the hiring process checklist

What does an account representative do?

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1. Identify your hiring needs

   Before you start hiring an account representative, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect account representative also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   This list presents account representative salaries for various positions.

   Type of Account Representative	Description	Hourly rate
   Account Representative	Bill and account collectors, sometimes called collectors, try to recover payment on overdue bills. They negotiate repayment plans with debtors and help them find solutions to make paying their overdue bills easier.	$12-24
   Customer Service Representative	Customer service representatives are the first point of contact of the customers, acting as the frontiers of the company and help in driving customer loyalty and retention by leaving a great impression and resolving all of their concerns. They accommodate customer queries by providing useful and comprehensive information about any products or services... Show more	$12-19
   Insurance Representative	An insurance representative serves as a client's point of contact in insurance companies. Their responsibilities include researching client opportunities, reaching out to potential clients to offer products and services, discussing terms and policies, providing detailed advice, and assisting in every procedure, ensuring convenience and client satisfaction... Show more	$13-21

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Patients
   • Patient Accounts
   • Data Entry
   • Medicaid
   • Customer Satisfaction
   • CPT
   • Medical Terminology
   • Medical Billing
   • Financial Assistance
   • Telephone Calls
   • Outbound Calls
   • Insurance Carriers
   • Past Due Accounts

   Check all skills

   Responsibilities:

   • Manage all billing accounts including Medicare/Medicaid, HMO and individual accounts.
   • Manage the daily correspondence from assign practices with keeping doctor/patient confidentiality under consideration along with HIPPA regulations.
   • Manage and maintain an internal database system to generate reports and produce accurate account information for patients and insurance companies.
   • Educate physicians to use current ICD-9 diagnostic coding and preparation to begin ICD-10 coding requirements.
   • Analyze health care insurance/litigation patient account files to resolve outstanding and delinquent accounts due to the healthcare client.
   • Promote ThermoCool SmartTouch ablation catheter device to electrophysiologists.

   More account representative duties

3. Make a budget

   Including a salary range in your account representative job description helps attract top candidates to the position. An account representative salary can be affected by several factors, such as geography, experience, seniority, certifications, and the prestige of the hiring company.

   For example, the average salary for an account representative in South Carolina may be lower than in California, and an entry-level account representative usually earns less than a senior-level account representative. Additionally, an account representative with certifications may command a higher salary, and working for a well-known company or start-up may also impact an employee's pay.

   Average account representative salary

   $36,977yearly

   $17.78 hourly rate

   ---

   Entry-level account representative salary

   $26,000 yearly salary

   Updated December 18, 2025

   Average account representative salary by state

   Rank	State	Avg. salary	Hourly rate
   1	California	$50,990	$25
   2	New York	$48,375	$23
   3	Massachusetts	$48,345	$23
   4	Washington	$47,497	$23
   5	Maryland	$45,922	$22
   6	New Jersey	$44,787	$22
   7	Virginia	$42,771	$21
   8	Oregon	$42,255	$20
   9	Connecticut	$42,015	$20
   10	Pennsylvania	$41,683	$20
   11	Nevada	$41,349	$20
   12	Colorado	$40,644	$20
   13	Maine	$40,586	$20
   14	Illinois	$40,065	$19
   15	Arizona	$39,862	$19
   16	Mississippi	$39,747	$19
   17	Utah	$38,838	$19
   18	Oklahoma	$38,670	$19
   19	Minnesota	$38,359	$18
   20	Texas	$38,238	$18

   Average account representative salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	New Relic	$58,699	$28.22
   2	Hampton Roads Academy	$55,650	$26.75
   3	SAP	$50,691	$24.37	17
   4	Google	$47,946	$23.05	5
   5	ELS Architecture and Urban Design	$47,091	$22.64
   6	Mayor Ethan Berkowitz	$46,600	$22.40
   7	Baker Hughes	$46,206	$22.21	4
   8	Eye Consultants of Atlanta	$46,174	$22.20
   9	BNY Mellon	$45,091	$21.68	23
   10	Lawrence General Hospital	$44,911	$21.59	1
   11	Oracle	$44,500	$21.39	672
   12	Masimo	$44,308	$21.30	1
   13	Catholic Health East	$43,168	$20.75	2
   14	Halliburton	$43,109	$20.73	4
   15	Guidehouse	$43,092	$20.72	141
   16	Cook Children's Medical Center	$42,935	$20.64	3
   17	Prime Healthcare	$42,713	$20.54	23
   18	Alere	$42,495	$20.43
   19	The University of Chicago	$42,312	$20.34	10
   20	Siemens Enterprise Communications Inc	$42,200	$20.29

4. Writing an account representative job description

   A job description for an account representative role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's an account representative job description:

   Account representative job description example

   What makes DHL great? Our People! We know each employee's individual contributions make us the #1 Express Delivery and Logistics Company in the world.

   Distinguished as No. 1 World's Best Workplace™ by Great Place to Work and Fortune Magazine

   
   DHL Express is committed to maintaining an environment that empowers every team member to make the greatest possible impact on our business. Our corporate culture is about personal commitment - to our business, to each other and to our global communities. DHL is dedicated to being a great place to work. In addition to competitive compensation packages, our employees enjoy a range of programs, services and benefits that bring the best to their personal lives.

   Start YOUR career with DHL today…

   Do you have a record of Sales Success and Achievement? Do you consider yourself an Outgoing Hunter? Are you self-motivated? Are you Competitive by Nature? THEN you might be exactly what DHL needs on the team.

   DHL Express is looking for the next Account Representative to consult with business owners and introduce them to the #1 Logistics Company in the world. As a sales professional at DHL you will own a territory and direct the largest, most complex and most strategically significant negotiations, reaching agreements that have significant impact on DPDHL's bottom line. The person who will thrive in this pivotal role must have the skills to maintain a high-level of customer service with existing customers and leverage relationships to expand business. In addition, the international sales professional will actively monitor and review customer global sales activity and make adjustments to processes and strategies to help the business grow. Entrepreneurial professionals in this role enjoy a generous commission & sales incentive plan.

   Key Responsibilities:

   • Uncover opportunities for new business within assigned territory by cultivating leads and utilizing your networks
   • Design customized presentations to showcase DHL services to decision makers and close new business
   • Build revenue streams with current customers and evaluate opportunities to increase the relationship through: face to face visits, problem solving and administrative follow-up
   • Leverage you knowledge of the DHL Network as a Certified International Specialist Master to help businesses improve their relationships with customers
   • Ensure high post-sale satisfaction and positive long-term relationships
   • Collaborate with Sales and Operations teams to maximize sales and revenue growth within territory

   Copy this example

   

5. Post your job

   To find the right account representative for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with account representatives they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit account representatives who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your account representative job on Zippia to find and attract quality account representative candidates.
   • Use niche websites such as efinancialcareers, financialjobsweb.com, careerbank, financial job bank.
   • Post a job on free websites.

6. Interview candidates

   Recruiting account representatives requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   You should also ask about candidates' unique skills and talents to see if they match the ideal candidate profile you developed earlier. Candidates good enough for the next step can complete the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new account representative

   Once you've found the account representative candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   You should also follow up with applicants who don't get the job with an email letting them know that you've filled the position.

   Once that's done, you can draft an onboarding schedule for the new account representative. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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How much does it cost to hire an account representative?