Account representatives are employees who manage client accounts and act as the main contact of the clients they are handling. They maintain existing accounts by updating client details regularly. They also check up on clients to see if they are still satisfied with the products or services of the company. They also create new accounts by welcoming new clients and assisting them in their needs. Account representatives manage client inquiries and process client requests. They also address complaints and ensure that any challenges are mitigated and that clients remain with the company.

Account Representative Responsibilities

Here are examples of responsibilities from real account representative resumes representing typical tasks they are likely to perform in their roles.

  • 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.
  • Verify eligibility with Medicare, Medicaid and other government and commercial insurance companies.
  • Process all bankruptcy and probate filings.
  • Create delivery tickets with HCPCS codes classifications.
  • Dedicate energy, compassion, and commitment to being part of the team.
  • Key UB92 and HCFA1500 using the correct revenue and HCPCS codes prior to submitting claims.
  • Review HCFA 1500 and UB-04 claims to determine the next step to receive full reimbursement.
  • Add ICD-10 codes to all claims and fill out accurate description of service for insurance companies.
  • Collect insurance claims to maintain low A/R days and monitor insurance payments to ensure correct contract reimbursement.
  • Handle month end reporting - balancing sales to GL, issue customer statements; maintain aging summaries and DSO history.

Account Representative Skills and Personality Traits

We calculated that 21% of Account Representatives are proficient in Customer Service, Patients, and Patient Accounts. They’re also known for soft skills such as Organizational skills, Negotiating skills, and Speaking skills.

We break down the percentage of Account Representatives that have these skills listed on their resume here:

  • Customer Service, 21%

    Managed existing accounts in highly competitive territory (Downtown NYC) via face-to-face customer service to increase customer retention levels.

  • Patients, 18%

    Managed and maintained an internal database system to generated reports and produce accurate account information for patients and insurance companies.

  • Patient Accounts, 5%

    Reviewed accounts aging and performing collection procedures according to company policy, shared aspects of collection with the patient account representative.

  • Data Entry, 3%

    Resubmitted and appealed claims by accurately inputting alpha and numeric information, identifying & correcting coding and data entry errors.

  • Medicaid, 3%

    Determined presumptive Medicare and/or Medicaid eligibility.

  • Customer Satisfaction, 3%

    Hired in to successfully transition contracted service to a company-managed mileage program which significantly improved customer satisfaction and resulting program growth.

Most account representatives list "customer service," "patients," and "patient accounts" as skills on their resumes. We go into more details on the most important account representative responsibilities here:

  • Another commonly found skill for being able to perform account representative duties is the following: negotiating skills. According to a account representative resume, "the main aspects of a collector’s job are reconciling the differences between two parties (the debtor and the creditor) and offering a solution that is acceptable to both parties." Check out this example of how account representatives use negotiating skills: "worked with liability insurance claims: review, investigate, negotiating with attorneys, reducing, and opening claims for the hospital"
  • Account representatives are also known for speaking skills, which can be critical when it comes to performing their duties. An example of why this skill is important is shown by this snippet that we found in a account representative resume: "collectors must be able to speak to debtors to explain their options and ensure that they fully understand what is being said." We also found this resume example that details how this skill is put to the test: "have eob experience and am bilingual speaking. "
  • An account representative responsibilities sometimes require "listening skills." The responsibilities that rely on this skills are shown by this resume excerpt: "collectors must pay attention to what debtors say when trying to negotiate a repayment plan" This resume example shows how this skill is used by account representatives: "managed insurance claims and communicated with the insurance companies to ensure correct payment was secured per contract specifics. "
  • See the full list of account representative skills.

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    What Customer Service Representatives Do

    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. Some would use that as an opportunity to market and promote more sales. The most challenging issues they use to handle are customer complaints and processing of refunds and returns. They also assist in basic troubleshooting or accounts and payment setup with the use of specific guidelines or step by step procedures. At most, they help and solve customer issues on their own, but sometimes they would need support from supervisors or other departments.

    We looked at the average account representative annual salary and compared it with the average of a customer service representative. Generally speaking, customer service representatives receive $4,717 lower pay than account representatives per year.

    While their salaries may differ, one common ground between account representatives and customer service representatives are a few of the skills required in each craft. In both careers, employees bring forth skills like customer service, patients, and data entry.

    As far as similarities go, this is where it ends because an account representative responsibility requires skills such as "patient accounts," "cpt," "medical terminology," and "medical billing." Whereas a customer service representative is skilled in "cleanliness," "pos," "sales floor," and "home health." So if you're looking for what truly separates the two careers, you've found it.

    Customer service representatives tend to make the most money in the insurance industry by averaging a salary of $34,074. In contrast, account representatives make the biggest average salary of $38,433 in the finance industry.

    The education levels that customer service representatives earn is a bit different than that of account representatives. In particular, customer service representatives are 2.0% less likely to graduate with a Master's Degree than an account representative. Additionally, they're 0.1% less likely to earn a Doctoral Degree.

    What Are The Duties Of an 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. Aside from securing sales, an insurance representative may also process applications and claims while adhering to the company's policies and regulations. Furthermore, they may also perform clerical tasks such as handling calls and correspondence, arranging appointments, and maintaining records of all transactions.

    Next up, we have the insurance representative profession to look over. This career brings along a lower average salary when compared to an account representative annual salary. In fact, insurance representatives salary difference is $1,019 lower than the salary of account representatives per year.

    A similarity between the two careers of account representatives and insurance representatives are a few of the skills associated with both roles. We used resumes from both professions to find that both use skills like "customer service," "patients," and "patient accounts. "

    While some skills are similar in these professions, other skills aren't so similar. For example, several resumes showed us that account representative responsibilities requires skills like "customer satisfaction," "medical terminology," "financial assistance," and "telephone calls." But an insurance representative might use skills, such as, "health insurance," "auto insurance," "medical insurance," and "appeals."

    On average, insurance representatives earn a lower salary than account representatives. There are industries that support higher salaries in each profession respectively. Interestingly enough, insurance representatives earn the most pay in the finance industry with an average salary of $38,752. Whereas, account representatives have higher paychecks in the finance industry where they earn an average of $38,433.

    In general, insurance representatives study at similar levels of education than account representatives. They're 0.1% less likely to obtain a Master's Degree while being 0.1% more likely to earn a Doctoral Degree.

    How a Call Center Representative Compares

    Call center representatives are employees who take customer calls in the company's contact center. They answer incoming calls related to their account. Call center representatives are trained on the company's products, policies, and guidelines. They are expected to know the ins and outs of every company product under their account before they are assigned to the operations floor. Once they are deemed efficient enough to handle calls, they begin to take customer inquiries and try to resolve them during the call. Call center representatives are expected to follow company policies and procedures and to meet the goals set by the company.

    The call center representative profession generally makes a lower amount of money when compared to the average salary of account representatives. The difference in salaries is call center representatives making $5,428 lower than account representatives.

    By looking over several account representatives and call center representatives resumes, we found that both roles utilize similar skills, such as "customer service," "patients," and "data entry." But beyond that the careers look very different.

    As mentioned, these two careers differ between other skills that are required for performing the work exceedingly well. For example, gathering from account representatives resumes, they are more likely to have skills like "patient accounts," "cpt," "medical terminology," and "medical billing." But a call center representative might have skills like "strong customer service," "troubleshoot," "bartending," and "inbound phone calls."

    Call center representatives make a very good living in the finance industry with an average annual salary of $32,660. Whereas account representatives are paid the highest salary in the finance industry with the average being $38,433.

    Call center representatives typically study at similar levels compared with account representatives. For example, they're 2.3% less likely to graduate with a Master's Degree, and 0.1% less likely to earn a Doctoral Degree.

    Description Of a Customer Representative

    A customer service representative is a professional person who establishes communication between customers and the organization by answering questions, resolve complaints, and address emergency issues about the products and services he/she sells. He/She must possess an approachable personality, a passion for customer service, and work with his/her fellow workmates. The minimum educational requirement for a customer service representative is a high school diploma; however, a candidate must complete on-the-job training. A Customer Service Representative should also possess excellent communication and problem-solving skills.

    Customer representatives tend to earn a higher pay than account representatives by about $374 per year.

    While both account representatives and customer representatives complete day-to-day tasks using similar skills like customer service, patients, and data entry, the two careers also vary in other skills.

    While some skills are shared by these professions, there are some differences to note. "patient accounts," "cpt," "medical terminology," and "medical billing" are skills that have shown up on account representatives resumes. Additionally, customer representative uses skills like phone calls, windows, technical support, and product knowledge on their resumes.

    Now, let's take a closer look at the financials in each career. The transportation industry tends to pay more for customer representatives with an average of $35,783. While the highest account representative annual salary comes from the finance industry.

    Customer representatives reach similar levels of education when compared to account representatives. The difference is that they're 0.7% more likely to earn a Master's Degree less, and 0.1% less likely to graduate with a Doctoral Degree.

    What an Account Representative Does FAQs

    What Is A Bank Account Representative?

    A bank account representative is a person who works for a bank and provides customer service to the bank's clients. Their primary responsibilities include handling bank transfers, assisting with online accounts, completing transactions, accepting deposits, and answering banking or financial-related questions.

    What Is A Financial Account Representative?

    A financial account representative is a person who helps their clients select financial products or services. This often includes insurance, banking services, investments, and similar products.

    What Is An Account Representative Salary?

    An account representative salary is around $45,000 to $50,000 a year, on average. This amount does not include bonuses, and it also does not take into account the salary range dependent on experience level or industry.

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