What does an account specialist do?
An account specialist is responsible for reaching out to customers or potential clients through calls, emails, and other forms of correspondence to secure sales and strengthen business relations. An account specialist may also perform other tasks such as arranging appointment schedules with clients, providing price quotes and responding to further inquiries, process orders, generating sales leads, and handling complaints and resolving issues. Furthermore, an account specialist may also be involved in developing strategies, finding new opportunities, producing and completing necessary documents, and preparing reports, all in adherence to the company's policies and regulations.
Account specialist responsibilities
Here are examples of responsibilities from real account specialist resumes:
- Cultivate productive long-term relationships with all assign accounts, and manage all reporting and presentation needs for RFP's.
- Manage a portfolio of accounts end to end RFP program execution inclusive of pricing, contracting, process and technology solutions.
- Manage the daily correspondence from assign practices with keeping doctor/patient confidentiality under consideration along with HIPPA regulations.
- Deliver exceptional customer service to hospital accounts and internal sales representatives in accordance to revenue recognition policies and HIPAA regulations.
- Experience with CMS 1500 and UB-04 claims using HCPC/CPT codes as well as NDC codes
- Monitor CMS and real time aux codes.
- Prepare analytical reports bi-weekly to track trends base on DSO.
- Make sure HVAC inspections are done accurately and in a timely manner.
- Apply ICD-9, CPT, and ASA codes for surgical and anesthesia procedures perform in ambulatory surgical centers.
- Abstract relevant clinical and demographic information from the medical record to assign appropriate ICD 9 and CPT codes.
- Assign as a trainer for the division to teach all staff to utilize CRM software and sales techniques.
- Streamline the identification and prioritization of market opportunities stemming from healthcare initiatives that drive behavior in the market (i.e.
- Research Medicare claim denials and insurance verification.
- Leverage CRM to map customer relationships within dental communities.
- Work with healthcare providers verifying medical coverage and billing accounts.
Account specialist skills and personality traits
We calculated that 25% of Account Specialists are proficient in Customer Service, Patients, and Account Management. They’re also known for soft skills such as Negotiating skills, Speaking skills, and Listening skills.
We break down the percentage of Account Specialists that have these skills listed on their resume here:
- Customer Service, 25%
Utilize excellent customer service skills to communicate effectively with company personnel and/or vendors regarding payment approval to research and resolve questions.
- Patients, 13%
Demonstrated the ability to deal with patients and insurance companies regarding sensitive financial matters and recapture unpaid balances.
- Account Management, 6%
Facilitated information flow between customer services, account management operations, quality assurance departments to guarantee call center objectives were met.
- PowerPoint, 4%
Created PowerPoint presentations and conducted fact-finding interviews with large accounts and made recommendations for new equipment or upgrades.
- Data Entry, 4%
Managed database: responsible for data entry, records keeping and collection of data related to individual customer account information.
- Catheter, 3%
Promoted ThermoCool SmartTouch ablation catheter device to electrophysiologists.
"customer service," "patients," and "account management" are among the most common skills that account specialists use at work. You can find even more account specialist responsibilities below, including:
Negotiating skills. The most essential soft skill for an account specialist to carry out their responsibilities is negotiating skills. This skill is important for the role because "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." Additionally, an account specialist resume shows how their duties depend on negotiating skills: "provide customer service and financial education while negotiating payment arrangements on delinquent accounts. "
Speaking skills. Many account specialist duties rely on speaking skills. "collectors must be able to speak to debtors to explain their options and ensure that they fully understand what is being said.," so an account specialist will need this skill often in their role. This resume example is just one of many ways account specialist responsibilities rely on speaking skills: "call center) called customers for payment collections for past due accounts, payment arrangements, translate for spanish speaking customers. "
Listening skills. account specialists are also known for listening skills, which are critical to their duties. You can see how this skill relates to account specialist responsibilities, because "collectors must pay attention to what debtors say when trying to negotiate a repayment plan." An account specialist resume example shows how listening skills is used in the workplace: "skilled in diffusing patient concerns by listening, educating and clarifying insurance eob benefit payouts. "
The three companies that hire the most account specialists are:
- O'Reilly Auto Parts103 account specialists jobs
- Spectrum60 account specialists jobs
- Johnson & Johnson32 account specialists jobs
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Compare different account specialists
Account specialist vs. Customer relations specialist
A customer relations specialist is responsible for providing high-quality services for customers by responding to their inquiries and concerns and resolving complaints about the company's goods and services. Customer relations specialists update customer accounts on the database, recording their transactions accurately, and posting their payments timely. They may also sell new products and services to the clients, demonstrating features and usability, processing orders, and confirming delivery details. A customer relations specialist must have excellent communication and organizational skills to ensure customer satisfaction and maintain healthy business relationships with the customers.
These skill sets are where the common ground ends though. The responsibilities of an account specialist are more likely to require skills like "patients," "account management," "catheter," and "patient accounts." On the other hand, a job as a customer relations specialist requires skills like "customer relations," "work ethic," "strong work ethic," and "customer retention." As you can see, what employees do in each career varies considerably.
Customer relations specialists earn the highest salaries when working in the automotive industry, with an average yearly salary of $41,252. On the other hand, account specialists are paid more in the finance industry with an average salary of $47,336.On average, customer relations specialists reach similar levels of education than account specialists. Customer relations specialists are 0.2% more likely to earn a Master's Degree and 0.0% less likely to graduate with a Doctoral Degree.Account specialist vs. Account receivable associate
An account receivable associate is responsible for collecting and posting client payments for the company's services, recording system transactions timely, and reaching out to clients for outstanding bills. Account receivable associates settle accurate receipts for records, resolve payment discrepancies, and handle other related financial transactions. They also create comprehensive financial reports to the supervisor for review and submission to the senior management. An account receivable associate reviews contract agreements and discusses payment terms with the clients.
While some skills are similar in these professions, other skills aren't so similar. For example, resumes show us that account specialist responsibilities requires skills like "account management," "powerpoint," "catheter," and "customer satisfaction." But an account receivable associate might use other skills in their typical duties, such as, "good judgment," "cash application," "collection efforts," and "reconciliations."
On average, account receivable associates earn a higher salary than account specialists. Some industries support higher salaries in each profession. Interestingly enough, account receivable associates earn the most pay in the technology industry with an average salary of $51,557. Whereas account specialists have higher pay in the finance industry, with an average salary of $47,336.In general, account receivable associates achieve similar levels of education than account specialists. They're 0.0% less likely to obtain a Master's Degree while being 0.0% less likely to earn a Doctoral Degree.Account specialist vs. Customer care specialist
A customer care specialist is responsible for assisting the customers with their inquiries and concerns regarding the goods and services offered by the organization. A customer care specialist must be detail-oriented, as well as have excellent communication and time-management skills in responding to the customers' needs while documenting the processes on a specific computer program. Customer care specialists are responsible for processing payments, replacing defective items, and initiating refunds as needed. They must resolve complaints accurately and efficiently to ensure customer satisfaction to keep a good reputation for the organization.
Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from account specialist resumes include skills like "patients," "account management," "catheter," and "patient accounts," whereas a customer care specialist is more likely to list skills in "customer care," "troubleshoot," "inbound phone calls," and "quality customer service. "
Customer care specialists earn the best pay in the insurance industry, where they command an average salary of $34,400. Account specialists earn the highest pay from the finance industry, with an average salary of $47,336.When it comes to education, customer care specialists tend to earn similar degree levels compared to account specialists. In fact, they're 1.9% less likely to earn a Master's Degree, and 0.1% less likely to graduate with a Doctoral Degree.Account specialist vs. Client service specialist
A client service specialist is an individual who fulfills tasks that are related to delivering a product or service to clients. Client service specialists are required to assist project managers in establishing parameters and requirements of a project or work with a particular client. They help in the development of training manuals and materials that are needed by the client to use the newly developed product. Client service specialists must also set up and create archives for client records.
Even though a few skill sets overlap between account specialists and client service specialists, there are some differences that are important to note. For one, an account specialist might have more use for skills like "customer service," "patients," "catheter," and "patient accounts." Meanwhile, some responsibilities of client service specialists require skills like "client service," "excellent interpersonal," "client facing," and "client issues. "
In general, client service specialists earn the most working in the finance industry, with an average salary of $40,907. The highest-paying industry for an account specialist is the finance industry.In general, client service specialists hold similar degree levels compared to account specialists. Client service specialists are 1.0% more likely to earn their Master's Degree and 0.1% less likely to graduate with a Doctoral Degree.Types of account specialist
Updated January 8, 2025
