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Account Specialist skills for your resume and career

Updated January 8, 2025

4 min read

Quoted Experts

Francisco Depusoir,

Francisco Depusoir

Below we've compiled a list of the most critical account specialist skills. We ranked the top skills for account specialists based on the percentage of resumes they appeared on. For example, 25.2% of account specialist resumes contained customer service as a skill. Continue reading to find out what skills an account specialist needs to be successful in the workplace.

15 account specialist 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 specialists use customer service:

Utilize excellent customer service skills to communicate effectively with company personnel and/or vendors regarding payment approval to research and resolve questions.
Contributed to overall productivity and customer service levels of my sales team by assisting order processing and funnel management.

2. Patients

Here's how account specialists use patients:

Demonstrated the ability to deal with patients and insurance companies regarding sensitive financial matters and recapture unpaid balances.
Handled inquiries from patients, insurance companies, internal departments Provided support/information to patients, insurance companies and physicians

3. 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 specialists use account management:

Facilitated information flow between customer services, account management operations, quality assurance departments to guarantee call center objectives were met.
Promoted to positions of increasing responsibility based on sales, customer relations, and account management performance.

4. PowerPoint

Here's how account specialists use powerpoint:

Created PowerPoint presentations and conducted fact-finding interviews with large accounts and made recommendations for new equipment or upgrades.
Organized and generated renewal and new business proposals in PowerPoint accurately and under time constraints.

5. 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 specialists use data entry:

Managed database: responsible for data entry, records keeping and collection of data related to individual customer account information.
Conducted account payable responsibilities weekly, reviewed invoices for validity, accuracy and performed data entry of invoices into database.

6. Catheter

Here's how account specialists use catheter:

Promoted ThermoCool SmartTouch ablation catheter device to electrophysiologists.
Develop Houston, Austin, and San Antonio market for Excelsior Medical catheter care products designed to reduce CRBIS's.

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7. Customer Satisfaction

Here's how account specialists use customer satisfaction:

Recruited and trained 3 employees; directly contributed to recovering Nokia's reputation and public image by ensuring exceptional customer satisfaction.
Initiated department meetings to discuss opportunities for improvements on team dynamics/interactions and customer satisfaction; handled logistics and ordered catering.

8. 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 specialists use patient accounts:

Monitored patient accounts daily, to ensure that accurate documentation is submitted and updated to implement HIPAA and quality regulations.
Review patient account information to optimize collection efforts and system recording events to expedite reimbursement and compliance.

9. Customer Relationships

Customer relationships are the interactions and efforts made by a company to improve its customer service. Customer relationships cover not just all of the essential roles performed by customer support, but also the initiatives made before and after the interaction with a customer.

Here's how account specialists use customer relationships:

Establish and manage customer relationships and experiences, ensuring customer continuously receives committed service post-installation to ensure complete satisfaction.
Developed and cultivated customer relationships by providing superior customer service resulting in strong referral base and low churn rate.

10. Excellent Organizational

Here's how account specialists use excellent organizational:

Demonstrated excellent organizational skills with the ability to prioritize workload and multi task in fast pace environment.

11. Ablation

Here's how account specialists use ablation:

Provided clinical and technical support for physicians during cardiac ablation procedures.

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 specialists use outbound calls:

Collect payments on federally defaulted student loans-Utilize computer systems to handle skip tracing-Inbound and outbound calls
Handle inbound/outbound calls regarding patient medical billing and responsibility from coinsurance and deductibles.

13. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how account specialists use financial statements:

Compile a variety of straightforward special and recurring accounting-related reports, summaries, financial statements, statistical reports and reconciliation.
Prepare a variety of special and recurring accounting-related reports, summaries, financial statements, consolidating bank statements and reconciliation.

14. Customer Accounts

Here's how account specialists use customer accounts:

Reviewed customer accounts records and communicated with the customer and/or attorneys verifying accounts are following federal guideline to be FDIC insured.
Worked on Non-Monetary and Monetary Adjustment on Customer Accounts _ Designed and implemented department staff skill-set management system using MS Access

15. 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 specialists use cpt:

Recruited and interviewed internal/external CPT Account Specialists resulting a successful division launch.
Created invoices using PAS daily to include correct genetic test, CPT codes, dollar amount, and possible price discounts.

12 Account Specialist Resume Examples

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What skills help Account Specialists find jobs?

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

What skills stand out on Account Specialist resumes?

Francisco Depusoir

Associate Professor of Accounting, University of the Virgin Islands

The following skills could open the door to various opportunities for an accounting graduate on their resume.
-Excellent analytical skills
-Knowledge of Microsoft Excel
-Knowledge of Quickbooks

What soft skills should all Account Specialists possess?

Francisco Depusoir

Associate Professor of Accounting, University of the Virgin Islands

-Analytical and problem-solving skills
-Strong written and oral communication
-Critical thinking
-Time Management
-Active learning
-Organization and attention to detail

What hard/technical skills are most important for Account Specialists?

Francisco Depusoir

Associate Professor of Accounting, University of the Virgin Islands

-Basic knowledge of Generally Accepted Accounting Principles (GAAP)
-Experience with business intelligence software.
-Independent research skills.
-Data management abilities.
-Preparation and understanding of financial statements.

Do you want to know more?

List of account specialist skills to add to your resume

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

Customer Service
Patients
Account Management
PowerPoint
Data Entry
Catheter
Customer Satisfaction
Patient Accounts
Customer Relationships
Excellent Organizational
Ablation
Outbound Calls
Financial Statements
Customer Accounts
CPT

Quality Service
Medicaid
Product Knowledge
Credit Card Payments
Insurance Carriers
Call Handling
Account Balances
Customer Support
Payment Arrangements
Inbound Calls
Medical Billing
Customer Inquiries
Technical Troubleshooting
HIPAA
Problem Resolution

Delinquent Accounts
EOB
Past Due Accounts
Billing Issues
Customer Issues
Computer System
Insurance Verification
General Ledger
Insurance Claims
Medical Claims
Account Maintenance
Patient Payments
Customer Orders
Client Accounts

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

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