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Accounting representative skills for your resume and career

Updated January 8, 2025

5 min read

Quoted experts

Curtis Nicholls Ph.D.,

Frank Longo

Accounting representative example skills

Below we've compiled a list of the most critical accounting representative skills. We ranked the top skills for accounting representatives based on the percentage of resumes they appeared on. For example, 15.1% of accounting representative resumes contained patients as a skill. Continue reading to find out what skills an accounting representative needs to be successful in the workplace.

15 accounting representative skills for your resume and career

1. Patients

Here's how accounting representatives use patients:

Contacted patients and follow-up with patients for additional insurance information collection, correction, and adjudication.
Assisted uninsured patients to obtain Medicaid insurance to cover their hospital expenses.

2. 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 accounting representatives use data entry:

Experienced in performing bookkeeping activities such as bank statement reconciliations and data entry into general ledger system.
Documented information about status collection efforts and performed data entry to update notes on account.

3. Payroll

Payroll is the sum of all the compensation that an organization has to pay to employees at a specified time. Payroll is managed by the finance or HR department while small business owners may handle it themselves. Payroll isn't fixed as it varies every month due to sick leaves, overtime, etc.

Here's how accounting representatives use payroll:

Prepared monthly financial statements, reconciled general ledger balances and validated payroll data for over 150 business owners in Tri-State area.
Executed accounts payable/receivables and weekly payroll, which included outsourcing with a secondary company as the organization experienced growth.

4. 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 accounting representatives use customer service:

Recognized for excellent customer service and ability to listen and communicate with members as well as other departments effectively.
Provide customer service and technical support to customers experiencing issues regarding their medical device and/or related products.

5. Computer System

Here's how accounting representatives use computer system:

Prepared and maintained informative comments into computer system.
Worked with an electronic billing/denial corrections computer system.

6. Financial Reports

Here's how accounting representatives use financial reports:

Extracted and assembled data from member accounts to prepare financial reports/presentations.
Prepared various financial reports for executive management.

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7. Journal Entries

Journal entries can be defined as an act of keeping or making records of any transactions either economic or non-economic. The journal entries are made in the accounting systems of an organization. The entries are filled with two main fields; debit and credit. The debit and credit must be equal at the end of a journal entry else it is not considered correct. The journal entries also keep the date of transactions and the names of the accounts that were affected by the transactions.

Here's how accounting representatives use journal entries:

Entered journal entries, assisted in month-end closing procedures and prepared account reconciliations to support financial reporting accuracy.
Streamlined and trained accounting processing representative on entering daily and month-end journal entries.

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 accounting representatives use patient accounts:

Initiated Cross training of patient accounting representatives for government release of information forms.
Maintained an extensive database of patient accounts and billing information.

9. General Ledger Accounts

A general ledger account is a practice to keep a record of a company's total financial accounts. The accounts included in a general ledger lists the assets, liabilities, owners' equity, expenses, and income or revenue. It forms the basis of reporting a business's financial statements.

Here's how accounting representatives use general ledger accounts:

Reconciled general ledger accounts/reports while ensuring overall accuracy and consistent.
Allocated all non-inventory expenses to general ledger accounts.

10. Reconciliations

Here's how accounting representatives use reconciliations:

Performed bookkeeping/accounting duties, including accounts payable and receivable as well as reconciliations.
Prepared daily reconciliations of policy related cash receipts and disbursements and suspense accounts.

11. Insurance Carriers

Here's how accounting representatives use insurance carriers:

Provide needed information to insurance carriers for claim reconsideration.
Maintained direct communications with insurance carriers for commission details.

12. Insurance Claims

Here's how accounting representatives use insurance claims:

Transmit insurance claims electronically to Medicare.
Scheduled appointments for office visits and surgeries, worked has front office support, filed insurance claims electronically and manually.

13. Insurance Verification

Here's how accounting representatives use insurance verification:

Handle Coordination of Benefits Insurance plans, which entailed insurance verification and registration updates.
Proceeded third party payer insurance verification.

14. Credit Card Payments

Here's how accounting representatives use credit card payments:

Engaged in the calculating, posting, and verifying of all money orders, checks, and credit card payments.
Cash Posting: Posted and deposited all incoming checks, processed credit card payments on a daily basis.

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 accounting representatives use cpt:

Verify patient benefit eligibility/coverage and researching ICD-9 and CPT codes.
Researched Medicare and other insurance guidelines for the acceptable CPT codes and allowable for these services and communicated these with management.

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What skills help Accounting Representatives find jobs?

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

What skills stand out on accounting representative resumes?

Curtis Nicholls Ph.D.

Associate Professor of Accounting, Co-director of the Student Managed Investment Fund, Bucknell University

The obvious trends are going to become more pronounced: coding and technology-related skills. I think we are going to see an elevation in the coding expectations. In the future, I expect employers to begin providing coding assessments to potential candidates. This is a common feature of engineering and finance jobs, and I think we will see it with respect to claims about coding prowess.

Data skills will also continue to become more prevalent across all business disciplines. Employers are looking for experience with large data sets, data visualization software (e.g. Tableau, PowerBI, Alteryx, etc.) and statistical analysis. Data has become a major currency, and employees' ability to utilize data for decision making will be critical to success in the employment marketplace.

Beyond the obvious, I think the pandemic has also shifted focus to skills surrounding resilience and motivation. I've heard employers during the pandemic express surprise at the disparity of responses to the pandemic: some employees made the pivot to remote work seamlessly, others required significantly more support. Skills that demonstrate resilience, such as group work, honors programs, etc. will become more important.
I would encourage job seekers to highlight skills learned during the pandemic. I would anticipate a regular interview question inquiring about how the job seeker used their extra time during the pandemic. The most common answers will likely include lots of Queen's Gambit and Tiger King, but employers will look for answers surrounding the development of new skills or acquired certifications. Imagine the employer's thoughts when you suggest that you used the extra time to pursue a lifelong dream such as learning to play the piano or guitar. If you missed the early pandemic window of opportunity, take advantage now!

This line of questions may precede a dangerous trend for employers to look for indications of mental strength. I find this possibility disheartening as we could see employers screening employees with mental health challenges at a time when the solidarity of a job could provide much needed structure.

What hard/technical skills are most important for accounting representatives?

Frank Longo

Assistant Professor of Business, Centenary University

Proficiency with emerging technology is an attention-getter. We should note that the Certified Public Accountants Exam will contain three sections by 2024, including Data Analytics, Tax Compliance and Planning, and Information System and Controls. A basic knowledge will be required in each of these, and the CPA candidate will identify one area of the above for more detailed testing. This change in knowledge requirements reflects the skills employers see as most important to hire. Using technology in any of these areas can move a candidate to the top of the hiring list. We should emphasize that the job candidate does not need to be an expert in each area, but the ability to effectively use technology in one area is important. Employers are looking for the ability to use technology in information security, business processes, information systems, IT audits, data analytics, and tax planning but not all of them.

Keep in mind that successful firms performed audits, prepared tax returns, advised clients on data security, and much more during the pandemic, and they often did so remotely. This can be expected to continue into the future.

What soft skills should all accounting representatives possess?

Frank Longo

Assistant Professor of Business, Centenary University

The skills listed above in question number one are soft skills. They are the skills that truly differentiate the candidate. All candidates are expected to possess hard skills such as excel proficiency. It is the soft skills that get the job done. The ability to solve problems and to lead a team are the top requirements. Recent studies conducted by the National Association of Colleges and Employers consistently arrived at this conclusion, as did a recent Centenary University survey that included New Jersey and New York employers. These skills can be demonstrated through work experience, internships, and extra-curricular activities, including clubs and sports, which can serve as examples.

What technical skills for an accounting representative stand out to employers?

Jodi Olson

Assistant Accounting Professor, Winona State University

Accountants serve many industries and sectors, so a broad range of technical skills is required to be ready to meet the needs of employers. Graduates must be technically competent in areas such as accounting information systems, tax preparation, auditing, managerial/cost accounting, financial reporting, and financial statement analysis. Also, graduates are expected to have general business acumen in areas such as management information systems, business law, operations, strategic management, and ethics. All these skills are important for graduates, but the pandemic has made the accounting systems and management information systems skills operative in allowing graduates to deliver their other areas of technical expertise.

Do you want to know more?

List of accounting representative skills to add to your resume

The most important skills for an accounting representative resume and required skills for an accounting representative to have include:

Patients
Data Entry
Payroll
Customer Service
Computer System
Financial Reports
Journal Entries
Patient Accounts
General Ledger Accounts
Reconciliations
Insurance Carriers
Insurance Claims
Insurance Verification
Credit Card Payments
CPT
PowerPoint
ACH

Medicaid
Delinquent Accounts
Accounts Receivables
Past Due Accounts
Customer Accounts
Account Balances
Vendor Invoices
PeopleSoft
Bank Deposits
Credit Balances
Collection Calls
Medical Claims
Customer Inquiries
Account Reconciliations
Financial Statements
Accounts Payables
Vendor Statements

Expense Reports
Wire Transfers
Billing Issues
Outbound Calls
Bank Accounts
Financial Data
QuickBooks
Bank Reconciliations
Fixed Assets
Billing System
Bank Statements
Financial Integrity
Payment Arrangements
Credit Memos
EFT
Inbound Calls

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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