What does an account services specialist do?

An account services specialist manages the customer accounts and ensures that it performs well and generates income and profit. The account services specialist processes and records all financial transactions and also provides auditing and quality assurance services. It is the account services specialist's job to maintain healthy communication with the client and guide them through all the processes that make the account productive. The account services specialist also needs good conversational skills with people and has a high organizational ability.
Account services specialist responsibilities
Here are examples of responsibilities from real account services specialist resumes:
- Manage customer relations with internal personnel, group administrators, brokers and members as related to Medicare insurance.
- Research and prepare all training material using PowerPoint slides.
- Create PowerPoint presentations and memos, weekly, for training and company updates.
- Submit payment investigations, process and review loan requests, post payments, wire transfers and ACH payments.
- Interact with patients to provide information in response to inquiries about products and services and to handle and resolve complaints.
- Check patients in for orthopedic and neurological procedures.
- Collaborate with clinical pharmacists and administrative benefits specialists to research, review and process clinical and administrative appeals respectively.
- Request and distribute medical bills and records, income and resource proof, personal information while following HIPPA regulations.
- Maintain confidentiality and follow HIPPA guidelines.
- Handle regulatory complaints receive from the CFPB, OCC & BBB.
Account services specialist skills and personality traits
We calculated that 11% of Account Services Specialists are proficient in Patients, Strong Customer Service, and Customer Accounts. They’re also known for soft skills such as Communication skills, Computer skills, and Customer-service skills.
We break down the percentage of Account Services Specialists that have these skills listed on their resume here:
- Patients, 11%
Verify Medicare, Insurance and Medicaid eligibility on patients.
- Strong Customer Service, 9%
Demonstrate strong customer service skills by consistently connecting with customer and providing prompt, accurate and thorough responses to all inquiries.
- Customer Accounts, 6%
Organized customer accounts and managed inbound documents, ensuring correct processing, and clarifying budget information.
- PowerPoint, 6%
Created PowerPoint presentations and memos, weekly, for training and company updates.
- Client Facing, 5%
Managed service delivery for multiple fortune 100/500 COBRA/FSA clients (client facing).
- Outbound Calls, 4%
Initiate outbound calls to correct credit card payment errors, to determine appropriate account number etc.
Common skills that an account services specialist uses to do their job include "patients," "strong customer service," and "customer accounts." You can find details on the most important account services specialist responsibilities below.
Communication skills. The most essential soft skill for an account services specialist 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 services specialist resume shows how their duties depend on communication skills: "maintained directed communication between commercial sales managers and sales supervisors pertaining to all facets of customer accounts. "
Customer-service skills. Another skill that relates to the job responsibilities of account services specialists is customer-service skills. This skill is critical to many everyday account services specialist 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: "provided customer support in both english and spanish for long distance residential and business accounts. "
Interpersonal skills. A big part of what account services specialists do relies on "interpersonal skills." You can see how essential it is to account services specialist responsibilities because "representatives should be able to create positive interactions with customers." Here's an example of how this skill is used from a resume that represents typical account services specialist tasks: "handled escalated customer calls and resolve concerns/request/inquires through effective communication and developed interpersonal skills. "
Patience. Another common skill required for account services specialist responsibilities is "patience." This skill comes up in the duties of account services specialists all the time, as "representatives should be patient and polite, especially when interacting with dissatisfied customers." An excerpt from a real account services specialist resume shows how this skill is central to what an account services specialist does: "resolved even the most difficult customer problems with professionalism, patience and efficiency. "
Problem-solving skills. While "problem-solving skills" is last on this skills list, don't underestimate its importance to account services specialist responsibilities. Much of what an account services specialist does relies on this skill, seeing as "representatives must determine solutions to customers’ problems." Here is a resume example of how this skill is used in the everyday duties of account services specialists: "provide strong customer service, problem solving and professional tactful claims resolution for clients and broker community. "
The three companies that hire the most account services specialists are:
- Veros Credit17 account services specialists jobs
- EIS5 account services specialists jobs
- JPMorgan Chase & Co.4 account services specialists jobs
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Account services specialist vs. Customer services coordinator
A customer service coordinator ensures that the company will have a top-level customer service. Thus, they work to maintain the positive image, brand, and prestige of the company. The customer service coordinator supervises a team of customer service representatives and makes sure that the team follows the policies and procedures of the company. The coordinator is also responsible for offering excellent customer service, handling customer complaints, conducting quality assurance surveys, and reporting their findings. Candidates must have relevant experience to relate jobs, excellent communication skills, and exemplary management skills.
There are some key differences in the responsibilities of each position. For example, account services specialist responsibilities require skills like "patients," "strong customer service," "client facing," and "account management." Meanwhile a typical customer services coordinator has skills in areas such as "data entry," "team-oriented environment," "work ethic," and "logistics." This difference in skills reveals the differences in what each career does.
Customer services coordinators earn the highest salaries when working in the finance industry, with an average yearly salary of $38,074. On the other hand, account services specialists are paid more in the insurance industry with an average salary of $39,751.On average, customer services coordinators reach similar levels of education than account services specialists. Customer services coordinators are 0.6% less likely to earn a Master's Degree and 0.0% less likely to graduate with a Doctoral Degree.Account services specialist vs. Customer retention specialist
A Resolution Specialist is responsible for investigating claims and analyzing supporting documents to resolve complaints. Resolution Specialists may work for clients' disputes or employee relations, requiring them to have extensive knowledge of labor laws and regulatory policies. They conduct cross-examinations, administer negotiations, and discuss processes with the clients for high-level violations. A Resolution Specialist must have excellent communication and organizational skills, especially in representing the client and the company and coming up with the resolution that would work for both's best interests.
In addition to the difference in salary, there are some other key differences worth noting. For example, account services specialist responsibilities are more likely to require skills like "patients," "strong customer service," "client facing," and "account management." Meanwhile, a customer retention specialist has duties that require skills in areas such as "customer satisfaction," "customer loyalty," "upsell," and "customer feedback." These differences highlight just how different the day-to-day in each role looks.
Customer retention specialists earn similar levels of education than account services specialists in general. They're 2.3% less likely to graduate with a Master's Degree and 0.0% less likely to earn a Doctoral Degree.Account services specialist vs. Resolution specialist
A customer support specialist is responsible for assisting a customer's inquiries and concerns regarding the goods and services the organization offers. Customer support specialists handle customer issues and resolve them promptly, escalating high-level complaints to the immediate supervisors. A support specialist will also replace products or process payment refunds as needed. Their goal is to maintain the highest customer satisfaction and keep a good reputation for the company while driving revenues and increasing profitability. A customer support specialist must have outstanding communication skills, as well as the ability to multi-task to record customer complaint cases while providing resolution.
There are many key differences between these two careers, including some of the skills required to perform responsibilities within each role. For example, an account services specialist is likely to be skilled in "strong customer service," "client facing," "account management," and "past due accounts," while a typical resolution specialist is skilled in "phone calls," "appeals," "cpt," and "problem resolution."
Resolution specialists make a very good living in the finance industry with an average annual salary of $44,697. On the other hand, account services specialists are paid the highest salary in the insurance industry, with average annual pay of $39,751.resolution specialists typically earn similar educational levels compared to account services specialists. Specifically, they're 0.1% more likely to graduate with a Master's Degree, and 0.8% more likely to earn a Doctoral Degree.Account services specialist vs. Customer support specialist
Even though a few skill sets overlap between account services specialists and customer support specialists, there are some differences that are important to note. For one, an account services specialist might have more use for skills like "client facing," "account management," "past due accounts," and "financial institutions." Meanwhile, some responsibilities of customer support specialists require skills like "phone calls," "compassion," "digital marketing," and "data entry. "
Customer support specialists enjoy the best pay in the technology industry, with an average salary of $38,961. For comparison, account services specialists earn the highest salary in the insurance industry.The average resume of customer support specialists showed that they earn similar levels of education compared to account services specialists. So much so that theyacirc;euro;trade;re 0.2% more likely to earn a Master's Degree and less likely to earn a Doctoral Degree by 0.0%.Types of account services specialist
Updated January 8, 2025











