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Assistant account manager skills for your resume and career

Updated January 8, 2025

4 min read

Quoted experts

Giuliana Andreopoulos,

Jerri Lynn Kyle

Assistant account manager example skills

Below we've compiled a list of the most critical assistant account manager skills. We ranked the top skills for assistant account managers based on the percentage of resumes they appeared on. For example, 25.0% of assistant account manager resumes contained hr as a skill. Continue reading to find out what skills an assistant account manager needs to be successful in the workplace.

15 assistant account manager skills for your resume and career

1. HR

HR stands for human resources and is used to describe the set of people who work for a company or an organization. HR responsibilities revolve around updating employee records and carrying out management processes like planning, recruitment, evaluation, and selection processes. HR is a key contributor to any company or organization's growth as they are in charge of hiring the right employees, processing payrolls, conducting disciplinary actions, etc.

Here's how assistant account managers use hr:

Perform HR responsibilities, including hiring, staffing, scheduling, orientations, and benefits administration.
Prepared new hire packages of new employees and completed them for HR.

2. Emergency Situations

Here's how assistant account managers use emergency situations:

Supervised corporate security operations and lead dispatch control over emergency situations.
Handled all security issues or emergency situations appropriately.

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 assistant account managers use account management:

Developed efficient internal processes and documentation with goal of increasing efficiency within Account Management team.
Assisted in strategic planning and provided day-to-day account management for education and non-profit accounts.

4. Insurance Policies

Here's how assistant account managers use insurance policies:

Reviewed insurance coverage issues under general liability insurance policies covering hazardous waste, pollution, asbestos, and silicosis cases.
Worked with underwriters to amend insurance policies accordingly.

5. Quality Customer Service

Here's how assistant account managers use quality customer service:

Coordinate necessary support services to effectively manage client site to meet or exceed financial operational goals and provide quality customer service.
Answer telephones and route to proper Account Manager to ensure high quality customer service.

6. 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 assistant account managers use financial statements:

Monitor financial statements to ensure accuracy and integrity of financial information in support of overall business objectives.
Coordinate and review monthly financial statements for accuracy and monitor coding of cash receipt

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7. PowerPoint

Here's how assistant account managers use powerpoint:

Provide briefings, training, advice and guidance related to personnel security reporting requirements using Microsoft PowerPoint.
Prepared client presentations on PowerPoint.

8. Assist Account

Here's how assistant account managers use assist account:

Assist Account Receivable with daily duties- Bank DepositsWrite professional letters
Assist account manager with drawing up leases; answer client questions about lease process, moving, etc.

9. Loss Runs

A document that documents the history of claims made against a commercial insurance policy is called a loss run. It is comparable to a credit report and it includes information involving the date of the claim, a description of the event and the amount paid. Normally, a loss run will record five years of claim history.

Here's how assistant account managers use loss runs:

Assisted on renewals, ordered loss runs, updated certificate holder list and issued renewal certificates and auto ID cards.
Issued certificates, auto ID cards, binders, loss runs and follow up with underwriters.

10. Insurance Carriers

Here's how assistant account managers use insurance carriers:

Obtained reimbursement of medical services from several insurance carriers and filed appeals when appropriate.
Maintain numerous spreadsheets including formulas and vital information for reinsurance carriers and agents review.

11. General Ledger

Here's how assistant account managers use general ledger:

Reviewed all banking activities and prepare relevant monthly journal entries to reflect activities and accurate general ledger reporting.
Reconciled general ledger balances for assets and liabilities.

12. Billing Issues

Billing issues are the mistakes made by the company resulting in a wrong bill for the customer. An example of a billing issue might be adding what is owed incorrectly or accidentally omitting a service the customer bought. The billing issues are the company's responsibility and are caused by the one who calculates the bill. The customer does not need to pay it, however, the dispute may take some time to resolve.

Here's how assistant account managers use billing issues:

Handled customers' problems with the products or billing issues.
Resolved billing issues and coordinated collection of past due balances.

13. 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 assistant account managers use journal entries:

Posted routine and non-recurring journal entries, loaded and validated data feeds to all financial systems and reconciled balance sheets.
Prepared journal entries, expense accruals, and calculated Net Asset Value on a daily basis.

14. Customer Accounts

Here's how assistant account managers use customer accounts:

Apply different forms of payments to customer accounts that make cash, check, credit, or debit card payments.
Manage customer accounts from start to finish handling all collection of funds and maintenance of customer accounts.

15. Inventory Control

Here's how assistant account managers use inventory control:

Reconciled bill of ladings with invoices to ensure accurate processing, weekly forecasting, annual budgeting, and inventory control.
Participated in all aspects of inventory control, payroll budget, forecasting, and shift coverage.

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What skills help Assistant Account Managers find jobs?

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

What skills stand out on assistant account manager resumes?

Giuliana Andreopoulos

Professor of Economics, William Paterson University

I do not think that the pandemic has been and will be able to reverse the importance of certain skills on students` resumes. There is no doubt in my mind that communication, team working, problem solving, leadership, still come at the top of the list for business students. However, the pandemic has added new skills: ability to work remotely, manage crisis, and deal with data. We hope that Business Colleges and Schools will take into consideration these new developments when they plan new courses, programs, or certificates.

What assistant account manager skills would you recommend for someone trying to advance their career?

Jerri Lynn Kyle

Senior Instructor, Internship Coordinator, Missouri State University

Whatever your career goals are, stay informed! Keep up to date with what's going on in the world, and what's happening in your field. A lot can happen in 24 hours, so imagine what happens in a year. Just because a student takes a year off, doesn't mean learning has to stop. I recommend volunteering or interning to gain experience in your field and stay up to date on trends. It's important to remember that a gap year refers to a gap in time, not a gap in learning or productivity. Continue to live for your purpose!

What technical skills for an assistant account manager stand out to employers?

Todd Lee Goen

Instructor & Internship Director, Christopher Newport University

Technical skills are often industry and/or position specific. Applicants should highlight any technical skills related to the position advertisement and those that add value to the position/organization. Most importantly, requirements for technical skills change with time and technological advances. This means employers value workers capable of adapting to change and continually improving and acquiring new technical skills. Thus, it's usually more important to demonstrate you are capable of learning and developing technical skills than it is to have a specific skill set upon hire (although this is not true for some positions/industries).
That said, technical skills related to online presentations, virtual meetings, virtual networking, remote working and the like are hot commodities right now. While most organizations were in the process of adopting many of these technologies and ways of doing business pre-pandemic, the pandemic accelerated the process. Organizations are making it work, but they often don't know best practices or the most efficient means of working in the largely virtual, pandemic environment. Post-pandemic, many of the remote/virtual changes the pandemic brought will stay in some form. Technical skills that support this type of workplace will make applicants stand out to many employers because they need/want to do virtual/remote business better.

What soft skills should all assistant account managers possess?

Eric Bostwick Ph.D.

Professor of Accounting, The University of West Florida

Similar to the answer above, oral and written communication skills have been important for a number of years, but in our current environment, these skills have become much more important. Our ability to pick up on the context surrounding email messages is reduced since we have fewer in-person interactions, and even our virtual meetings eliminate much of the body language that we use--both consciously and unconsciously--to interpret what other people mean by what they say. Thus, candidates will stand out when they can clearly articulate their thoughts in both written form, via email or chat, and in oral form, via the ubiquitous "Brady Bunch" layout on their coworkers' computer screens.

Do you want to know more?

List of assistant account manager skills to add to your resume

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

HR
Emergency Situations
Account Management
Insurance Policies
Quality Customer Service
Financial Statements
PowerPoint
Assist Account
Loss Runs
Insurance Carriers
General Ledger
Billing Issues
Journal Entries
Customer Accounts
Inventory Control
Customer Complaints

Financial Reports
QuickBooks
Service Issues
Policy Changes
Client Relations
Bank Deposits
Incident Reports
Delinquent Accounts
Customer Relations
Client Accounts
Front Desk
Administrative Tasks
Customer Inquiries
A/P
Accounts Receivables
Press Releases

Balance Sheet
Media Buying
TAM
Expense Reports
Bank Reconciliations
Bank Accounts
CCTV
Media Planning
Financial Transactions
MIS
Business Development
Facebook
Travel Arrangements
Fixed Assets
Financial Data

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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