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Business associate skills for your resume and career

Updated January 8, 2025
6 min read
Quoted experts
Faiza Abbas,
Faiza Abbas
Business associate example skills
Below we've compiled a list of the most critical business associate skills. We ranked the top skills for business associates based on the percentage of resumes they appeared on. For example, 14.6% of business associate resumes contained customer service as a skill. Continue reading to find out what skills a business associate needs to be successful in the workplace.

15 business associate 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 business associates use customer service:
  • Performed several major corporate functions spanning executive administration, human resources, payroll, customer service, and office management.
  • Led bank's Customer Service Recognition Committee to ensure that representatives were appropriately acknowledged for providing superb customer service.

2. Patients

Here's how business associates use patients:
  • Assured that emergency room records were accurately prepared and statements from patients and parents were properly recorded and securely stored.
  • Maintained heavy communications with patients, referring physician and other faculty and staff regarding patient care and administrative responsibilities.

3. PowerPoint

Here's how business associates use powerpoint:
  • Orchestrate PowerPoint Presentations and make sure correct information accurate and correct.
  • Updated Daily Metrics PowerPoint charts with output data from Access and data received from other groups.

4. SQL

Here's how business associates use sql:
  • Developed client/server applications using SQL, UNIX, vi Editor.
  • Teamed with BI developers to build the data warehouse (Netezza, SQL Server) for an international eCommerce business.

5. Data Analysis

Here's how business associates use data analysis:
  • Managed primary, custom, quantitative projects, including study and survey design, data analysis, & reporting.
  • Scored test for completion of data analysis, including MMPI-2 and Behavioral Questionnaires.

6. Phone Calls

Phone calls are a wireless or wired connection made over a telephone or a mobile phone between two people. Two parties are involved in a phone call, the caller and the receiver. A caller dials the number of the one he wants to call, and the recipient hears a bell or a tune to which he picks up the call. The call establishes a connection between them through which they can communicate. The voice is converted into signals and is transmitted through wired or wireless technology.

Here's how business associates use phone calls:
  • Received and handled incoming telephone calls; scheduled and coordinated appointments.
  • Answer telephone calls and prioritize urgency to determine the proper level of assistance and direct caller to appropriate person or locations.

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7. 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 business associates use data entry:
  • Assist Conference Coordinator with preparation for conferences to include data entry, database maintenance and administrative tasks.
  • Assist Merchandising Category Assistants and Category Managers in fulfilling time-sensitive, data entry requests.

8. Work Ethic

Here's how business associates use work ethic:
  • Evaluated and counseled business associates on a quarterly basis regarding accuracy, timeliness of transcribed reports, work ethic, etc.
  • Developed excellent work ethic by working for one of the Big Four Accounting Firms.

9. Medical Terminology

Here's how business associates use medical terminology:
  • Use reference materials (medical terminology, anatomy and physiology) to efficiently to facilitate the accuracy and completeness of reports.
  • Applied knowledge of medical terminology when typing and bowdlerizing physician documentation.

10. Visualization

Here's how business associates use visualization:
  • Created data visualization reports regarding warehouse usage; empowered management to make informed and cost appropriate decisions about construction viability.
  • Worked with business stakeholder to gathered business requirements of marketing research activities for data integration & visualization.

11. Patient Care

Patient care entails the diagnosis, recovery, and control of sickness as well as the maintenance of physical and emotional well-being through the use of healthcare providers' services. Patient care is described as services provided to patients by health practitioners or non-professionals under guidance.

Here's how business associates use patient care:
  • Supervised the provision of patient care, physical assessment, documentation, and medications administration.
  • Provided clerical support for clinical and ancillary staff in delivering quality patient care in emergency.

12. 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 business associates use financial statements:
  • Performed detailed SAS99 procedures to detect material misstatements in clients financial statements relating to misappropriation of assets and/or fraudulent financial reporting.
  • Monitored financial statements, covenant compliance, and collateral requirements of existing customers to determine ongoing credit worthiness.

13. Life Insurance

Here's how business associates use life insurance:
  • Answered and managed incoming and outgoing calls regarding application status and necessary requirements to process their application for Life Insurance.
  • Utilized three internal computer systems, researched and processed medical and administrative requirements for life insurance applications

14. Excellent Interpersonal

Here's how business associates use excellent interpersonal:
  • Possess excellent interpersonal, analytical, and organizational skills

15. HIPAA

Here's how business associates use hipaa:
  • Observed strict confidentiality within HIPAA regulations.
  • Reviewed and provided commentary on internally developed apps and their compliance with certain privacy regulations, including HIPAA and COPPA.
top-skills

What skills help Business Associates find jobs?

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

What skills stand out on business associate resumes?

Faiza Abbas

Lecturer of Management, Penn State University - Harrisburg

Business associates are usually members of a team that works together to acquire and retain clients. They are the face of a business and its first connection with people; therefore, much emphasis is placed on hiring the right person. Although the job description of a business associate will vary from one company to another, there are certain skills preferred by all recruiters. A Business Management degree might be the prerequisite, but some skills will make your resume stand out. These include good communication skills to connect effectively with clients, teamwork, a positive outlook, problem-solving capabilities, use of appropriate social media, conflict management, and emotional intelligence.

What soft skills should all business associates possess?

Faiza Abbas

Lecturer of Management, Penn State University - Harrisburg

In recent years employers have placed a high value on soft skills. Soft skills, also called human skills or behavioral skills, take years to master. The technical know-how of a job can take an employee only so far. To become a star employee, you need skills that might be hard to measure but critical for success. Some of the important in-demand soft skills are:
-Critical thinking
-Collaboration
-Communication
-Perseverance
-Adaptability
-Emotional Intelligence
According to LinkedIn's 2019 Global Talent Trends report, 89 percent of recruiters say when a hire doesn't work out, it usually comes down to a lack of soft skills. An engineer might have the best solution for her client, but if she misses deadlines or doesn't take action on time, upset clientele might cost her the job. The beauty of soft skills is that they're highly transferable. Creativity, responsibility, and communication skills can be applied to any job.
A recent Yale University study found that people with emotionally intelligent supervisors-those who are self-aware and empathetic-were happier, more creative, and more innovative. On the flip side, 70 percent of the employees whose managers were identified as having little emotional intelligence said their main feelings toward work were negative.

What hard/technical skills are most important for business associates?

Faiza Abbas

Lecturer of Management, Penn State University - Harrisburg

Business Management or Business Administration degree and some experience
-Know the business and its products and services. As a business associate, you need to be an expert in your company’s offerings to sell them to prospective clients. Work with your organization to expand your knowledge, skills, and abilities, so you can provide answers to your clients.
-Computer skills and Microsoft Office
-Analytical skills like Data Mining and Data Presentation, Diagnostics, Creativity
-Presentation skills like Graphic Design and Data Visualization
-Marketing skills
-Certifications relevant to your field
-Fluency in digital communications
-Critical thinking skills

What technical skills for a business associate stand out to employers?

Dr. Larry BelcherDr. Larry Belcher LinkedIn profile

Dean, Professor of Finance, University of Indianapolis

In terms of technical skills, in technical disciplines intimate knowledge of Excel is a must. In addition, with more movement to remote work, proficiency with video meeting and presentation software has become more of a necessity I would say that an ability to learn new technology rather quickly will help students advance faster. Technology changes rapidly, and as we have seen with the COVID pivot to remote work, one may need to master new software or hardware quickly. Also, with the proliferation of data and data analysis familiarity with data visualization and analysis tools like Tableau is becoming more valuable. This goes along with the usual necessary skills, such as written/verbal communication, presentation skills, and adaptability/flexibility. COVID has also shown us all that change can occur quickly and our ability to roll with it and adapt our work to the environment is a key skill. The ability to deal with ambiguity is also becoming more needed, as the environment a worker faces may not have all of its parameters nailed down. The ability to navigate those circumstances will help any employee advance more quickly. This also bleeds over into the ability to solve problems quickly. When things move fast, you need to both be adaptable and be able to think through problems quickly. Another thing we have seen is that employers don't want to have to train new hires on things they expect they should have learned in college. So practice and proficiency in software, speaking, writing and presentations are keys so that a new hire can adapt quickly and get into the workflow faster without "hand-holding."

List of business associate skills to add to your resume

Business associate skills

The most important skills for a business associate resume and required skills for a business associate to have include:

  • Customer Service
  • Patients
  • PowerPoint
  • SQL
  • Data Analysis
  • Phone Calls
  • Data Entry
  • Work Ethic
  • Medical Terminology
  • Visualization
  • Patient Care
  • Financial Statements
  • Life Insurance
  • Excellent Interpersonal
  • HIPAA
  • Medical Procedures
  • Customer Satisfaction
  • Business Development
  • Real Estate
  • Market Research
  • Front Desk
  • Business Processes
  • Client Relationships
  • Patient Appointments
  • Medicaid
  • Payroll
  • HR
  • Due Diligence
  • Patient Registration
  • CPT
  • Financial Analysis
  • Salesforce
  • EMR
  • Financial Institutions
  • Computer System
  • Business Operations
  • Scheduling Appointments
  • SharePoint
  • Office Equipment
  • Taxation
  • Discounted Cash Flow
  • Insurance Verification
  • Financial Data
  • Annuities
  • Telephone Calls
  • ICD-9
  • Business Plan

Updated January 8, 2025

Zippia Research Team
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.

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