Automatically apply for jobs with Zippia

Upload your resume to get started.

Account representative skills for your resume and career

Updated January 8, 2025

5 min read

Quoted expert

Eric Gjerdevig

Below we've compiled a list of the most critical account representative skills. We ranked the top skills for account representatives based on the percentage of resumes they appeared on. For example, 20.7% of account representative resumes contained customer service as a skill. Continue reading to find out what skills an account representative needs to be successful in the workplace.

15 account representative skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how account representatives use customer service:

Managed existing accounts in highly competitive territory (Downtown NYC) via face-to-face customer service to increase customer retention levels.
Demonstrated effective customer service skills and diplomacy with sometimes difficult patients and staff that resulted in satisfactory results.

2. Patients

Here's how account representatives use patients:

Managed and maintained an internal database system to generated reports and produce accurate account information for patients and insurance companies.
Verified patients' insurance and contacted providers to gather additional information to investigate and resolve claim issues.

3. Patient Accounts

Patient accounts are a part of a hospital information system that is used for storing financial data, keeping a record of healthcare costs, and providing information regarding patient billing. It deals with the financial aspects of the healthcare setting.

Here's how account representatives use patient accounts:

Reviewed accounts aging and performing collection procedures according to company policy, shared aspects of collection with the patient account representative.
Trained and managed front desk receptionist in collecting payments on patient accounts and achieved significant improvements in their productivity.

4. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how account representatives use data entry:

Resubmitted and appealed claims by accurately inputting alpha and numeric information, identifying & correcting coding and data entry errors.
Collaborated data entry and medical billing; to insure patient's prescriptions were entered correctly and diagnosis were coded accurately.

5. Medicaid

Here's how account representatives use medicaid:

Determined presumptive Medicare and/or Medicaid eligibility.
Developed and implemented the Medicaid Liability Procedure, as a separate department, ensuring compliance with Medicaid Program Regulations.

6. Customer Satisfaction

Here's how account representatives use customer satisfaction:

Hired in to successfully transition contracted service to a company-managed mileage program which significantly improved customer satisfaction and resulting program growth.
Streamlined logistics and greatly enhanced customer satisfaction by implementing an advanced forecasting system and integrating the latest GPS mapping data.

Choose from 10+ customizable account representative resume templates

Build a professional account representative resume in minutes. Our AI resume writing assistant will guide you through every step of the process, and you can choose from 10+ resume templates to create your account representative resume.

7. CPT

CPT is a medical term that stands for Current Procedural Terminology. Whenever a procedure like surgery or diagnosis occurs or some other medical service is rendered to a patient, it is reported to the concerned physician, insurance company, or organization. The aforementioned practice is widely referred to as CPT.

Here's how account representatives use cpt:

Evaluated CPT and other coding to maximize reimbursement and increase business profitability.
Reviewed and edited rejections stemming from electronic billing submissions and correct claims with appropriate diagnosis codes, CPT codes and modifiers.

8. Medical Terminology

Here's how account representatives use medical terminology:

Utilized knowledge of anatomy, physiology and the pathological process of medical terminology for accurate coding and billing.
Position required proficiency in hospital policies, on-line data processing system, medical terminology and insurance practices.

9. Medical Billing

Here's how account representatives use medical billing:

Maintained medical billing and coding records, receiving commendations for thoroughness and accuracy in completion of reports and patient documentation.
Demonstrated strong knowledge of medical billing language, effective multitasking skills and persuasive and effective oral and written communication skills.

10. Financial Assistance

Financial assistance refers to governmental assistance one may receive for a variety of reasons. This help is typically in the form of money, whether a loan, scholarship, grant, or reduced taxes provided to an individual or organization. One of the more common forms of financial assistance is student loans, which offer many prospective students a chance for higher education.

Here's how account representatives use financial assistance:

Coordinated and collaborated in inpatient/outpatient medical accounts and medical records to determine if qualifications were met to receive medical financial assistance.
Process financial assistance applications including sending appropriate correspondence and forwarding applications to Patient Billing Services (PBS) for review.

11. Telephone Calls

Telephone calls are a communication means through which a caller is connected to the called party. The call is done through a telecommunications device called a telephone. The caller can use a landline, mobile phone, or satellite phone to make the call.

Here's how account representatives use telephone calls:

Performed collections activity based on collection queue/production goals by making outbound and receiving inbound telephone calls from clients.
Received incoming telephone calls and gave professional customer service help to customers about question on delinquent accounts.

12. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how account representatives use outbound calls:

Performed Customer Service through inbound and outbound calls and answered customer questions as well as educated customers regarding their mortgage obligations.
Documented accounts with information obtain through outbound calls;Verified customers background history to determine eligibility for new lease agreements.

13. Insurance Carriers

Here's how account representatives use insurance carriers:

Filed with secondary insurance carriers and handled patient inquiries regarding balance due determination after all insurance filings has been completed.
Identified and obtained required information critical to process and submit claims to private insurance carriers, including Medicare and Medicaid.

14. Past Due Accounts

A credit card account in a bank or any other financial association that is past due in payment is called a past due account. Past due account holders are required to recompense their scheduled payments to the bank or their creditor. The more credit account holders are due, the more they are compelled by their lender to make the payment.

Here's how account representatives use past due accounts:

Located and monitored overdue accounts using computers Noted address changes.
Located and monitored overdue accounts using computerized system.

15. Account Management

The process of strengthening the relationship between a company and client is called account management. Effective account management has two key objectives, one is to retain loyal customers and the second one is to help the company grow by creating connections with new customers.

Here's how account representatives use account management:

Maintained key account analysis, produced major account proposals, participated in pro-active account management, call planning and goal/objective setting.
Account Management including inventory control/replenishment, custom forms design, order placement, and all functions of a customer service representative.

5 Account Representative resume examples

Build a professional account representative resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 5+ resume templates to create your account representative resume.

Create my resume

Build a professional resume in minutes using this template.

What skills help Account Representatives find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What account representative skills would you recommend for someone trying to advance their career?

Eric Gjerdevig

Lecturer in Marketing, Director for the Center for Professional Selling and Sales Technology, North Dakota State University

I might be a contrarian with this answer. I think as technology advances very quickly with AI it's our human-to-human skills that will become rarer and more valuable over the coming years. It might sound silly but things such as asking questions, listening, storytelling, and being empathetic can function like superpowers and I think they will even more in the coming years.

Do you want to know more?

List of account representative skills to add to your resume

The most important skills for an account representative resume and required skills for an account representative to have include:

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
Account Management
EOB

HIPAA
Account Balances
Credit Balances
PowerPoint
Insurance Claims
Payment Arrangements
Medical Claims
Customer Accounts
Delinquent Accounts
ICD-9
Credit Card Payments
Develop Leads
Insurance Verification
Billing System
Patient Payments
Unpaid Claims

Computer System
Insurance Coverage
Inbound Calls
Billing Issues
Customer Inquiries
Accounts Receivables
Collection Efforts
FDCPA
Insurance Benefits
Charge Entry
Hippa
Insurance Billing
Patient Demographics
Collection Agencies
Insurance Payments

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

Browse office and administrative jobs