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Business-business-account representative skills for your resume and career

Updated January 8, 2025
6 min read
Quoted experts
Jonathan Byers,
Kaustav Misra Ph.D.
Below we've compiled a list of the most critical business-business-account representative skills. We ranked the top skills for business-business account representatives based on the percentage of resumes they appeared on. For example, 9.8% of business-business-account representative resumes contained patient accounts as a skill. Continue reading to find out what skills a business-business-account representative needs to be successful in the workplace.

15 business-business-account representative skills for your resume and career

1. 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 business-business account representatives use patient accounts:
  • Cash Posting to patient accounts for all Arizona, New Mexico and Nevada Kindred hospital facilities.
  • Facilitate payments of cost-share, deductibles and premiums to patient accounts.

2. Appeals

Here's how business-business account representatives use appeals:
  • Reviewed value notices upon return completion and work in conjunction with Real Estate managers to resolve any appeals with assessment.
  • Reviewed medical claims, filed insurance appeals, collected payments, established payment plans.

3. Inbound Calls

Here's how business-business account representatives use inbound calls:
  • Fielded inbound calls regarding account maintenance & up sold clients for new services or features.
  • Handled outbound and inbound calls for small business requests of phones and plans.

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 business-business account representatives use customer service:
  • Orchestrated a wide range of account management duties and delivered exceptional customer service for billing resolution of internal and external inquiries.
  • Coordinate communications equipment upgrades and installations, schedule technician appointments, customer service including resolution of communication problems.

5. 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 business-business account representatives use cpt:
  • Become fluent in the CPT (Procedure) and ID9 (diagnosis) codes.

6. Insurance Carriers

Here's how business-business account representatives use insurance carriers:
  • Called on various insurance carriers to obtain benefit authorizations.
  • Resolve inappropiate payments with insurance carriers that are not in compliance with payer contracts or governmental agency rates on individual accounts.

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7. Lead Generation

Here's how business-business account representatives use lead generation:
  • Developed lead generation, territory management principles into a newly developed inside sales team.
  • Work with local employees for sales training and business account lead generation

8. 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-business account representatives use data entry:
  • Perform general clerical duties such as filing, data entry, typing, researching overpayments and requesting refunds.

9. Customer Relationships

Customer relationships are the interactions and efforts made by a company to improve its customer service. Customer relationships cover not just all of the essential roles performed by customer support, but also the initiatives made before and after the interaction with a customer.

Here's how business-business account representatives use customer relationships:
  • Revitalized volatile customer relationships; reversed potential losses, negotiated and delivered contract extensions, and increased sales in every account.
  • Assume ownership and responsibility for defined market revenue and volume growth, in addition to growing and strengthening existing customer relationships.

10. Business Development

Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.

Here's how business-business account representatives use business development:
  • Conducted new business development primarily targeting business accounts.
  • Represented existing accounts, emphasis on new business development in assigned territory for domestic freight forwarding and local cartage services.

11. ICD-9

Here's how business-business account representatives use icd-9:
  • Process end-of-day closing bank deposits, ICD-9 medical coding, faxing, copying and mailing of medical records,

12. 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 business-business account representatives use payroll:
  • Manage and review timekeeping reports for payroll through the Time Management System {TMS} for compliance with established contracts.
  • Implemented a new time clock and online payroll system that reduced processing time and improved reporting.

13. Customer Satisfaction

Here's how business-business account representatives use customer satisfaction:
  • Resolve escalated complex customer issue while maintaining customer satisfaction and loyalty.
  • Communicate with internal departments and external customers to ensure customer satisfaction.

14. 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-business account representatives use financial statements:
  • Prepared financial statements and assisted with internal audit.
  • Produced financial statements, budgets, and cost analysis.

15. Business Sales

Here's how business-business account representatives use business sales:
  • Provided business to business sales support of customer premise equipment, carrier services and Internet-based products.
  • Make small business to business sales Handle small business escalations Prepare reports for Account Managers
top-skills

What skills help Business-Business Account Representatives find jobs?

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

What skills stand out on business-business-account representative resumes?

Jonathan ByersJonathan Byers LinkedIn profile

Assistant Director, Virginia Polytechnic Institute and State University


- Professional skills related to career development competencies such as strong oral & written communication, teamwork & collaboration, leadership, problem-solving ability & creativity, and professional integrity, but we recommend that applicants do not just list these skills. They should provide evidence of how they have used them in their work experience, volunteer experience, academic experience, etc.
-The ability to use technology effectively to solve problems or improve collaboration; this could relate to social media management, computer hardware or software skills, proficiency with general programs like Microsoft Office Suite (also being able to demonstrate the use of these skills in various experiences).
-With diversity, equity, and inclusion becoming more important in 2020, the ability to appreciate different points of view, accept and appreciate different cultural backgrounds & types of identities, and increased awareness of one's own cultural biases and assumptions can also be important to market on a resume.

What business-business-account representative skills would you recommend for someone trying to advance their career?

Kaustav Misra Ph.D.Kaustav Misra Ph.D. LinkedIn profile

Associate Dean, Central Connecticut State University

This pandemic taught us many things and one important thing that we have an efficiency gap.

The way of doing business will be much more technology orientated. Hence graduates should be ready to unskill and upskill their credentials. This time it is necessary to forget the old way of doing business and learn new skills to get a job or stay in a current job. Soft skills have become much more important than before, but a different soft skill set would be essential to interact with future market participants. Thus, a gap year should be utilized to unskill-upskill and enhance relevant credentials by getting into short-long term programs, training, and workshops would be highly recommended.

What type of skills will young business-business-account representatives need?

Argie Hernandez

Division Advisor, New Mexico State University

-Problem Solving
-Computer skills
-Writing and Communication
-Critical Thinking
-Team Player (very important)

What technical skills for a business-business-account representative stand out to employers?

Todd Lee GoenTodd Lee Goen LinkedIn profile

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.

List of business-business-account representative skills to add to your resume

Business-business-account representative skills

The most important skills for a business-business-account representative resume and required skills for a business-business-account representative to have include:

  • Patient Accounts
  • Appeals
  • Inbound Calls
  • Customer Service
  • CPT
  • Insurance Carriers
  • Lead Generation
  • Data Entry
  • Customer Relationships
  • Business Development
  • ICD-9
  • Payroll
  • Customer Satisfaction
  • Financial Statements
  • Business Sales
  • Account Management
  • Business Accounts
  • Business Services
  • Journal Entries
  • Billing Inquires
  • Insurance Claims
  • CPA
  • Customer Inquiries
  • Sales Techniques
  • Salesforce
  • Billing Issues
  • Outbound Calls
  • Customer Issues
  • Tax Returns
  • Cold Calls
  • Customer Accounts
  • Customer Care
  • Business Clients
  • Order Processing
  • Balance Sheet
  • Account Maintenance
  • PowerPoint
  • QuickBooks
  • Customer Retention
  • Trade Shows
  • Retail Store
  • Web Hosting
  • Customer Complaints
  • Corporate Accounts
  • Bank Deposits
  • Cellular Phones

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.