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What does a new account representative do?

By Zippia Team - Dec. 17, 2021

A new account representative works on becoming familiar with all current company accounts so that they can begin to understand how to respond to common client issues or complaints.

This will also help them begin to understand the type of customer to target as they seek to expand and create new accounts. The better a new account representative understands the current client market, the better they are able to see ways to expand into new territory.

An account representative serves as the primary contact between clients and their company. Therefore, they maintain existing customer accounts while also working to create new accounts.

Other common duties of new account representatives include:

  • Monitoring company and business email, messages, and other communication systems and promptly responding to clients

  • Creating and distributing invoices and recording all transactions relating to client payments

  • Auditing all client files quarterly to maintain accurate record-keeping

  • Collaborating internally across multiple company departments, including marketing, accounting, and management

  • Up-selling and cross-selling additional products and services to existing clients

What does a new account representative do?

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