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Become An Account Specialist

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Working As An Account Specialist

  • Getting Information
  • Interacting With Computers
  • Processing Information
  • Documenting/Recording Information
  • Organizing, Planning, and Prioritizing Work
  • Mostly Sitting

  • Repetitive

  • $56,726

    Average Salary

What Does An Account Specialist Do At Metlife

* Serves as an intermediate level Account Specialist and provides high levels of service to ensure longevity of the accounts.
* Ensures provision of high quality and cost effective services.
* Acts as relationship manager and troubleshooter for client on all non-sales inquiries; acts as key contact for the call center on escalated issues; anticipates operational problems and identifies opportunities for improvements through detailed knowledge of clients' LTC business.
* Leads small project initiatives impacting assigned portfolio including but not limited to inflation offerings, rate increase implementations, rider mailings and payroll discontinuance.
* Analyzes and responds to inquiries from clients, consultants, brokers and internal units
* Coordinates responses to all DOI, Presidential and / or direct insured complaints, engaging appropriate internal partners as appropriate
* Creates and maintains all plan documents.
* Approves data and prepares financial statements for policyholders.
* Ensures accurate interpretation of plan provisions by departments servicing LTC insureds.
* Performs other duties as assigned or required

What Does An Account Specialist Do At Sears Holdings

* Acts with sense of urgency to recover out of compliance SPN members in order to ensure the SPN is fully staffed and operable for service buyers.
* Researches and assists with trouble shooting and solving of SPN membership violations in order to ensure the health of the SPN.
* Manages various email silos by addressing and responding to correspondence and inquiries, as appropriate, using templates and/or composing accurate and professional email responses.
* Interacts with service providers and to encourage completion of SPN application requirements and track and manage the provider SPN membership through to its completion.
* Reviews individual application progress, monitors applications for critical qualifications, credentials or certifications and contacts applicants to advise them on requirements, status, and procedures, as applicable through the use of documents, reporting and data in various databases.
* Reviews customer requests in specific geographic areas and for specific product types; identifies service provider gaps and provide feedback to business leaders on replenishment strategies for the purposes of meeting the requirements of the SPN.
* Uses the Internet to and other data sources to locate new service providers for the purposes of building geographic coverage and/or product expertise as required by the SPN.
* Assists in the implementation of special projects and programs.
* Performs other duties as assigned

What Does An Account Specialist Do At Vmware

* Establish long-term relationships within assigned accounts while developing an understanding of the client’s strategic goals and overall impact on business results.
* Provide project leadership, coordination and architectural guidance for the customer’s Network Virtualization and major VMware initiatives.
* Collaborate with cross-functional VMware project teams which could consist of VMware consultants, engineers, product management and support staff.
* Map additional VMware solutions to the customer’s unique business and technical requirements
* Maintain a current knowledge of VMware’s networking and security solutions, along with a high-level technical knowledge of VMware’s product line and future product direction.
* Manage and drive competing requests across simultaneous client engagements.
* Provide clear and constructive product feedback to VMware Product Management teams based on customer use-cases and requirements.
* Understand the customer’s high-level business challenges while functioning as an advisory resource for “Best Practices” and driving adoption of VMware solutions within your accounts

What Does An Account Specialist Do At Stryker

* Partners with Navigation’s Strategic Sales team to build credibility inside Key Accounts
* Develop strong relationships with customers at all levels of the Key Account
* Partner with local sales team to service Key Account
* Expand the technology footprint within the Account
* Work with Navigation, NSE and CMF sales team to identify/assess business opportunities, drive program, and account performance
* Identify, develop and maintain effective internal and external business relationships
* Executes Resident / Fellow Handoff assistance to the appropriate Sales team member
* Work closely with cross-divisional branches to drive collaboration and improve return on investment for Stryker
* Identifies and executes opportunities to participate in cross-divisional labs for product education
* Maintain / update reports detailing customers within Key Account
* Partner with Marketing to identify and develop custom solutions for key accounts
* Receive and address customer complaints in conjunction with Sales and Customer Care team
* Support the conversion of competitive doctors to use Stryker Navigation products
* Collaborate with Sales Training team and participate in the Sales and/or Marketing training of others as needed
* Minimum Qualifications

What Does An Account Specialist Do At McKesson

* Ability
* to work in a fast paced environment, handling both inbound and outbound calls.
* Must
* be organized, detail-oriented and able to document cases clearly and accurately
* in accordance with the program guidelines.
* Good
* communication skills are essential, both internal and external.
* Plans
* and organizes work assignments, set priorities and completes work with a
* minimum of supervision.
* Adheres
* to the service policy and principles of the company, as well as the program
* guidelines set by the department.
* Participates
* in cross-training to perform all roles within the department.
* Communicates
* effectively and professionally with our program partners to assure the best
* possible service for our patients and partners.
* Other
* duties as assigned.
* Required Qualifications
* Ability
* to read and comprehend simple instructions, short correspondence, and
* memos.
* Ability to write simple correspondence.
* Ability to effectively
* present information in one-on-one and small group situations to customers,
* clients, and other employees of the organization
* Basic
* computer skills
* Preferred Qualifications
* Associates
* degree in related field or equivalent experience is required.
* Minimum
* of one (1) year work experience in applicant patient areas
* Knowledge
* of prescription drug reimbursement, including insurance plan types, PBM and
* major medical benefits, prior authorizations and appeals processing.
* Knowledge
* of Medicare benefits, enrollments and LIS assistance

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How To Become An Account Specialist

Most bookkeeping, accounting, and auditing clerks need some postsecondary education and also learn some of their skills on the job. They must have basic math and computer skills, including knowledge of spreadsheets and bookkeeping software.


Employers generally require bookkeeping, accounting, and auditing clerks to have some postsecondary education, particularly coursework in accounting. However, some candidates can be hired with just a high school diploma.


Bookkeeping, accounting, and auditing clerks usually get on-the-job training. Under the guidance of a supervisor or another experienced employee, new clerks learn how to do their tasks, including double-entry bookkeeping. In double-entry bookkeeping, each transaction is entered twice, once as a debit (cost) and once as a credit (income), to ensure that all accounts are balanced.

Some formal classroom training also may be necessary, such as training in specialized computer software. This on-the-job training typically takes around 6 months.

Licenses, Certifications, and Registrations

Some bookkeeping, accounting, and auditing clerks become certified. For those who do not have postsecondary education, certification is a particularly useful way to gain expertise in the field. The Certified Bookkeeper (CB) designation, awarded by the American Institute of Professional Bookkeepers, shows that those who have earned it have the skills and knowledge needed to carry out all bookkeeping tasks, including overseeing payroll and balancing accounts, according to accepted accounting procedures.

For certification, candidates must have at least 2 years of full-time bookkeeping experience or equivalent part-time work, pass a four-part exam, and adhere to a code of ethics.

The National Association of Certified Public Bookkeepers also offers certification. The Uniform Bookkeeper Certification Examination is an online test with 50 multiple-choice questions. Test takers must answer 75 percent of the questions correctly to pass the exam.


With appropriate experience and education, some bookkeeping, accounting, and auditing clerks may become accountants or auditors.

Important Qualities

Computer skills. Bookkeeping, accounting, and auditing clerks need to be comfortable using computer spreadsheets and bookkeeping software.

Detail oriented. These clerks are responsible for producing accurate financial records. They must pay attention to detail in order to avoid making errors and recognize errors that others have made.

Integrity. Bookkeeping, accounting, and auditing clerks have control of an organization’s financial documentation, which they must use properly and keep confidential. It is vital that they keep records transparent and guard against misappropriating an organization’s funds.

Math skills. Bookkeeping, accounting, and auditing clerks deal with numbers daily and should be comfortable with basic arithmetic.

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Account Specialist jobs

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Account Specialist Career Paths

Account Specialist
Billing Specialist Specialist
Account Manager
5 Yearsyrs
Human Resources Coordinator Benefit Specialist Billing Specialist
Accounts Receivable Manager
6 Yearsyrs
Project Manager Program Manager Business Developer
Business Development Manager
9 Yearsyrs
Staff Accountant Operations Analyst Intelligence Analyst
Collections Manager
5 Yearsyrs
Accounts Receivable Specialist Accountant Controller
Corporate Controller
12 Yearsyrs
Staff Accountant Auditor Credit Analyst
Credit Manager
5 Yearsyrs
Account Executive Sales Manager
Director Of Sales
10 Yearsyrs
Operations Manager General Manager
District Manager
7 Yearsyrs
Accountant Senior Accountant Controller
Finance Controller
9 Yearsyrs
Account Manager Sales Manager
General Manager
7 Yearsyrs
Billing Specialist Office Administrator Human Resources Coordinator
Human Resources Business Partner
10 Yearsyrs
Accounts Receivable Specialist Finance Analyst Senior Finance Analyst
Manager Finance Planning And Analysis
8 Yearsyrs
Accountant Finance Manager Sales Manager
Office Manager
5 Yearsyrs
Account Executive Sales Consultant Sales Manager
Operations Manager
7 Yearsyrs
Business Analyst Senior Finance Analyst Accounting Manager
Payroll Manager
7 Yearsyrs
Human Resources Coordinator Payroll Specialist
Payroll/Human Resource Manager
7 Yearsyrs
Account Manager Account Executive
Sales Manager
5 Yearsyrs
Operations Manager Branch Manager Account Manager
Senior Account Manager
7 Yearsyrs
Project Manager Construction Manager Operations Manager
Territory Manager
7 Yearsyrs
Business Analyst Assistant Vice President
Vice President And Manager
10 Yearsyrs
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Account Specialist Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Chinese

  • Mandarin

  • Russian

  • Hindi

  • Portuguese

  • Vietnamese

  • Italian

  • German

  • Arabic

  • Japanese

  • Cantonese

  • Urdu

  • Korean

  • Polish

  • Romanian

  • Greek

  • Carrier

  • Tagalog

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Account Specialist

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Account Specialist Education

Account Specialist

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Real Account Specialist Salaries

Job Title Company Location Start Date Salary
Sales Account Specialist III Verifone, Inc. Santa Monica, CA Aug 22, 2016 $112,278
Principal Support Account Specialist Salesforce.Com, Inc. San Francisco, CA Jul 11, 2011 $110,000
Technical Account Specialist [Data Virtualization] Denodo Technologies, Inc. Palo Alto, CA Jul 14, 2016 $110,000
Clinical Account Specialist Biosense Webster, Inc., A Johnson & Johnson Compan Diamond Bar, CA Aug 01, 2014 $108,700
DC (Defined Contribution) Account Specialist Pacific Investment Management Company (Pimco) Newport Beach, CA Sep 15, 2012 $105,000
Digital Account Specialist, Europe Netflix, Inc. Beverly Hills, CA Jul 11, 2015 $105,000
DPS Account Specialist Google Inc. New York, NY Dec 17, 2015 $105,000
Account Specialist Google Inc. New York, NY Nov 20, 2016 $103,000
Account Specialist Google Inc. New York, NY Jun 05, 2016 $93,000
Account Specialist Google Inc. New York, NY Apr 27, 2016 $91,417
Technical Account Specialist Keynote Systems, Inc. Seattle, WA Oct 01, 2014 $90,000
Account Specialist AON Risk Insurance Services, West San Francisco, CA Oct 01, 2014 $90,000
Technical Account Specialist Keynote Systems, Inc. Seattle, WA Oct 01, 2011 $90,000
Account Specialist Dataxu Inc. San Francisco, CA Sep 20, 2015 $65,000
Global Account Specialist Molex, Inc. Milpitas, CA Oct 01, 2011 $63,378 -
Account Specialist Firmenich, Inc. Plainsboro, NJ Dec 09, 2011 $63,000
Account Specialist Firmenich, Inc. New York, NY Nov 22, 2011 $63,000
Account Specialist Firmenich, Inc. Plainsboro, NJ Nov 21, 2011 $63,000
Account Specialist Firmenich, Inc. Plainsboro, NJ Dec 03, 2011 $63,000
Legal Account Specialist Domingo Elias & Vu A Professional Law Corporation Brea, CA Nov 15, 2016 $62,860
Account Specialist, Sr. (Project/Product Implementa World Access Service Corp. Glen Allen, VA Jan 11, 2011 $62,744
Accounts Specialist Dsfederal, Inc. Rockville, MD Aug 19, 2014 $50,025
Account Specialist Ogilvy Public Relations Worldwide Inc. New York, NY Jul 06, 2015 $50,000
FS Account Specialist 1 Donnelley Financial LLC New York, NY Jan 10, 2016 $50,000
Digital Account Specialist Blue Fountain Media, Inc. New York, NY Sep 23, 2016 $50,000
Product Account Specialist Tricol Clean, Inc. SeaTac, WA Sep 20, 2016 $50,000
FS Account Specialist 1 R.R. Donnelley and Sons Company New York, NY Sep 08, 2016 $50,000
Account Specialist Pugna Technologies Ames, IA Nov 09, 2016 $50,000
Account Specialist Ames It and Numeric Solutions, LLC Ames, IA Sep 15, 2016 $50,000

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Top Skills for An Account Specialist


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Top Account Specialist Skills

  1. Customer Service
  2. Financial Statements
  3. Ensure Compliance
You can check out examples of real life uses of top skills on resumes here:
  • Provide excellent customer service and maintain 100% compliance within the company.
  • Lead analyst in the preparation of annual financial statements for submission to the Department of Financial Services.
  • Procured all required documents internationally to ensure compliance with regulations.
  • Maintained, managed and entered credit card information into our credit card database for our recurring credit card paying customers.
  • Performed all data entry of all employee time sheets and scheduled all times for the employees to work.

Top Account Specialist Employers

Account Specialist Videos

The Opening - A day in the life of a PwC tax associate

Introduction to Accounts Payable Process

Key Account Management - Eight Key Factors 1