Account specialist job description
Example account specialist requirements on a job description
- Bachelor's degree in accounting or related field.
- 2+ years of experience in bookkeeping and financial reporting.
- Proficiency in financial software and MS Office.
- Ability to analyze financial data and generate reports.
- Knowledge of Generally Accepted Accounting Principles (GAAP).
- Strong organizational and problem-solving skills.
- Attention to detail and accuracy.
- Excellent written and verbal communication skills.
- Ability to prioritize and manage multiple tasks.
- Flexibility and adaptability to changing environments.
Account specialist job description example 1
Emerson account specialist job description
Establishes and maintains a weekly schedule of visits and/or telephone contacts with participants, and works closely with them and their recovery team to develop budgets; plans and manage assets to prevent interruption of benefits.
Obtains necessary information during the intake process, and collaboratively documents participant progress and budgets in electronic health records system; ensures that all data is correct by verifying the information with the participant; maintains Release of Information forms as required.
Meets with each participant (which may require driving) and their recovery team to assess participants’ hopes, strengths, accomplishments and challenges in order to achieve their stated financial goals; responds to and documents all stakeholders’ inquiries.
Enters all applicable information, including budgeted recurring, bills and check request for payments in financial software; logs checks and prepares them for mail, delivery or pick up. Prints all accounts payable reports and maintain all participant files.
Facilitates the participant's self-review of progress toward budgeting goals upon each encounter; facilitates money management seminars as needed.
Creates and updates budgets as per funding regulations or as necessary, i.e. change of income, address, etc.
Encourages financial responsibility with participant with use of debit card. Funds and monitor debit card use.
Complies with all other established quality and regulatory standards, including supervision and training requirements; reviews participants’ accounts with Social Security for re-determination of funding.
Follows processes for void checks and participant close out. Proactively diffuses volatile situations using de-escalation skills. Promptly meets with participants who come to MHP office with or without scheduled appointment. Reports any activities that may violate established laws, regulations, policies or procedures. Raises questions about any actions contrary to law or policy taken by another staff member or employee or self, and reports the matter to management or to the Director – Quality Improvement & Compliance and/or Human Resources.
ENTRY LEVEL REQUIREMENTS
Minimum of an Associate's degree and two years of related experience or HS diploma and six years of related experience required. 2+/6+ years of bookkeeping/accounting experience (including internships or volunteering) depending on highest degree completed. Experience working in a mental health environment desired. Experience with accounting software and electronic health records is a plus. Credentialed as a Certified Peer Specialist through the PA Certification Board is a plus. Must be certified in Mental Health First Aid and CPR, or be willing to be certified within 1 year of hire. Must possess basic computer skills to perform job duties including desktop computing, e-mail, time sheet management, electronic health records, accounting software, internet research, etc. using relevant software.
Account specialist job description example 2
PerkinElmer account specialist job description
Inside Account Specialist-REMOTE
Location(s)
US Remote - AK, US Remote - CO, US Remote - IA, US Remote - MO, US Remote - MT, US Remote - NE, US Remote - TX
PerkinElmer Genomics is looking for an Inside Account Specialist with a health sciences and/or genomics background and enjoys working with customers of all types. The role involves engaging and qualifying customers and working as part of a cross functional team that includes marketing, enterprise solutions, customer service and field sales to achieve sales objectives. This role facilitates increased territory efficiency by prospecting, overseeing new client set-up, addressing client inquiries, and maintaining client relationships. This is a remote, entry level position and ideal for someone who is looking to grow their career in biotech/laboratory sales.
Key Responsibilities
Develop a strong understanding and knowledge of PerkinElmer Genomics' portfolio of products Meet sales targets and customer adoption objectives through phone and email communications with opportunities Make outbound contact with existing and prospective customers to identify sales opportunities Point person for client problem solving, tracking issues and complex situations Responsible for qualifying assigned leads, develop account profiles and conduct follow up Work effectively in a team environment to drive and create revenue opportunities Set up, curate and update CRM and LIMS data for field sales Manage customer relationships pre- and post-sale, including a coordinated strategy with your team to develop long term business relationships Cold call potential customers to drive marketing campaigns Coordinate meetings/lunches for field sales as requested Assist with vacant territories and territories open due to time off or leave Additional duties as assigned
Basic Qualifications:
Associates Degree2+ years of experience in customer-facing, sales role.
Preferred Qualifications:
Bachelors Degree in Biology, Molecular Biology, Genetics, BiochemistryCommitment to representing the company with professional and high standards. Ability to manage relationships under stress and meet assigned deadlines while maintaining enthusiasm and perseverance Ability to multitask and juggle coordinating several activities simultaneously and working with multiple team members at once.Good communication, interpersonal and listening skills are required Self-motivated with a customer-centric, service-oriented, mindset Must possess solid critical thinking skills and be able to anticipate and solve problems in a systematic manner CRM (Salesforce) and Microsoft Office experience preferred Ability to travel approximately 20%
PerkinElmer is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, or veteran status or any other characteristics protected by applicable law. PerkinElmer is committed to a culturally diverse workforce.
Account specialist job description example 3
Legacy Health account specialist job description
Type: Regular Full-Time
NE Davis Building
Overview
In the complex web of health care insurance and claims, you are a calm, organized problem-solver. With your advanced knowledge of the multi-payor system, you resolve delinquent payment issues. Your ability to communicate clearly, collaborate with others and maintain respect for all parties involved reflects the Legacy mission.
This is a remote position - incumbents, who reside in Oregon or Washington only , may work at home, on the road or in a satellite location for all or part of their workweek. There may be occasional situations that require work to be performed on-site at an assigned Legacy Health location. Must have access to a reliable broadband internet connection to connect to Legacy's VPN.
All new hires are required to come to a designated Legacy Health office location in Portland, Oregon prior to their start date for a new hire health assessment and to complete new hire paperwork.
Note that our employee health plan coverage is for providers based in the Legacy Health geographic region. To find providers in our network click here. Urgent and emergent coverage is available outside Legacy Health's geographic region and telehealth is available within Oregon and Washington.
This position may require initial training and orientation to be site-based, before transitioning to the remote schedule.
Responsibilities
Resolves straightforward delinquent payment issues of basic accounts through investigation and evaluation of patient account information, medical records and bills, billing and reimbursement regulations, and communication with third-party payors. Removes barriers to processing claims. Rebills, transfers payments, requests refunds or adjusts misapplied payments as necessary. Understands and follows Legacy procedures for writing off balances and adjustments.
Qualifications
Education:
High school graduate or equivalent
Experience:
One year of healthcare clerical experience or applicable billing, credit/collections experience. Healthcare billing or credit/collections preferred.
Skills:
Demonstrated knowledge of billing/collection rules and regulations.
Knowledge of online systems for eligibility and status review of claims.
Net Typing of 40 wpm and PC based computer skills.
10 key proficiency.
Knowledge of medical terminology.
Works efficiently with minimal supervision, exercising independent judgment within stated guidelines.
Demonstrated effective interpersonal skills which promote cooperation and teamwork.
Ability to withstand varying job pressures and organize/prioritize related job tasks.
Excellent public relations skills and demonstrated ability to communicate in calm, businesslike manner.
Ability to adapt to change.
LEGACY'S VALUES IN ACTION:
Follows guidelines set forth in Legacy's Values in Action.
Equal Opportunity Employer/Vet/Disabled
PI193358992