Typically working as a member of a company's sales team, a business representative offers products and services to customers through appointments or calls and correspondence, securing sales and customer satisfaction. Among their responsibilities include answering inquiries, processing payments, assisting clients in filling out forms, negotiating contracts, developing sales strategies, researching new business and client opportunities, and producing sales reports. Furthermore, as a business representative, it is essential to have a great understanding of the company's vision and mission, including its policies and regulations.

Business Representative Responsibilities

Here are examples of responsibilities from real business representative resumes representing typical tasks they are likely to perform in their roles.

  • Manage customer relations with internal personnel, group administrators, brokers and members as related to Medicare insurance.
  • Verify ICD-9 to physician's diagnosis; insure correct CPT codes and level of service are going out on claims.
  • Handle incoming calls to investigate and troubleshoot network and hardware concerns that align with company expectations of quality.
  • Utilize multiple internal information systems and applications to troubleshoot hardware issues.
  • Verify all new and returning patients' insurance coverage and eligibility when reviewing patient registration.
  • Obtain and verify accurate and complete patient demographic information, appropriately schedule patients according to center and insurance guidelines.
  • Examine injure persons and administer first aid or cardiopulmonary resuscitation, if necessary, using training and medical supplies and equipment.
  • Educate clients regarding proper distributions according to IRS regulations.

Business Representative Skills and Personality Traits

We calculated that 13% of Business Representatives are proficient in Customer Service, Patients, and PowerPoint. They’re also known for soft skills such as Communication skills, Computer skills, and Listening skills.

We break down the percentage of Business Representatives that have these skills listed on their resume here:

  • Customer Service, 13%

    Received numerous agent compliments for exceptional customer service that involved professionalism, kindness, thoroughness and timely delivery of accurate information.

  • Patients, 12%

    Verified all new and returning patients' insurance coverage and eligibility when reviewing patient registration.

  • PowerPoint, 8%

    Worked knowledge of Microsoft Office applications- Word, Excel, PowerPoint.

  • Business Development, 7%

    Balanced account management services, retaining long-term business through penetrations of existing accounts and devised plans for new business development.

  • Financial Services, 6%

    Make referrals to other lines of business such as financial services, residential mortgages and commercial lending

  • Inbound Calls, 5%

    Handled high volume of inbound calls regarding billing and troubleshooting inquiries for both consumer and business accounts.

Most business representatives list "customer service," "patients," and "powerpoint" as skills on their resumes. We go into more details on the most important business representative responsibilities here:

  • Arguably the most important personality trait for a business representative to have happens to be communication skills. An example from a resume said this about the skill, "customer service representatives must be able to provide clear information in writing, by phone, or in person." Additionally, other resumes have pointed out that business representatives can use communication skills to "prospected for new customers through cold calling, email communication and in-person meetings. "
  • Another commonly found skill for being able to perform business representative duties is the following: computer skills. According to a business representative resume, "customer service representatives must be adept at using computers.  ." Check out this example of how business representatives use computer skills: "used two computer systems to update and maintain customer accounts. "
  • Business representatives are also known for listening skills, which can be critical when it comes to performing their duties. An example of why this skill is important is shown by this snippet that we found in a business representative resume: "representatives must listen carefully to ensure that they understand customers in order to assist them." We also found this resume example that details how this skill is put to the test: "communicated mobile needs with consumers * rectified customer complaints with mobile service * assisted consumers with technical issues of mobile devices"
  • A thorough review of lots of resumes revealed to us that "patience" is important to completing business representative responsibilities. This resume example shows just one way business representatives use this skill: "representatives should be patient and polite, especially when interacting with dissatisfied customers." Here's an example of how this skill is used from a resume that represents typical business representative tasks: "resolved escalated & volatile customer complaints with patience and empathy, ensuring one call resolution. "
  • As part of the business representative description, you might find that one of the skills that might be helpful to the job is "problem-solving skills." A business representative resume included this snippet: "representatives must determine solutions to customers’ problems" This skill could be useful in this scenario: "promoted from business care representative, resolutions desk, and customer care positions. "
  • Lastly, this career requires you to be skillful in "customer-service skills." According to business representative resumes, "representatives help companies retain customers by professionally answering questions and helping to resolve complaints." This resume example highlights how business representative responsibilities rely on this skill: "provided technical troubleshooting, customer support and customer proprietary network information management assistance. "
  • See the full list of business representative skills.

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    What Customer Account Representatives Do

    A customer account representative's role is to serve as the primary contact between a company and its clients. They typically reach out to existing and potential customers through calls and correspondence, answer inquiries, address issues and concerns, close sales by offering products and services, process payments, and ensure satisfaction to boost sales and improve client base. Furthermore, as an account representative, it is essential to maintain records of all transactions while adhering to the company's policies and regulations.

    In this section, we compare the average business representative annual salary with that of a customer account representative. Typically, customer account representatives earn a $15,466 lower salary than business representatives earn annually.

    While their salaries may differ, one common ground between business representatives and customer account representatives are a few of the skills required in each craft. In both careers, employees bring forth skills like powerpoint, inbound calls, and outbound calls.

    As far as similarities go, this is where it ends because a business representative responsibility requires skills such as "customer service," "patients," "business development," and "financial services." Whereas a customer account representative is skilled in "work ethic," "customer orders," "delinquent accounts," and "past due accounts." So if you're looking for what truly separates the two careers, you've found it.

    Customer account representatives really shine in the finance industry with an average salary of $37,482. Whereas business representatives tend to make the most money in the finance industry with an average salary of $57,069.

    On average, customer account representatives reach similar levels of education than business representatives. Customer account representatives are 1.5% less likely to earn a Master's Degree and 0.8% less likely to graduate with a Doctoral Degree.

    What Are The Duties Of a Customer Support Representative?

    A customer support representative is responsible for answering calls and correspondence, providing customer assistance in various technical issues, concerns, or difficulties. There are also instances when they must make calls to follow-up on the issues, or even sell products and services. Most of the time, a customer support representative has a certain quota to reach and works under a manager's supervision. Furthermore, it is essential to keep accurate records and report to managers or supervisors should there be any problems.

    Now we're going to look at the customer support representative profession. On average, customer support representatives earn a $14,200 lower salary than business representatives a year.

    Not everything about these jobs is different. Take their skills, for example. Business representatives and customer support representatives both include similar skills like "powerpoint," "outbound calls," and "customer accounts" on their resumes.

    While some skills are similar in these professions, other skills aren't so similar. For example, several resumes showed us that business representative responsibilities requires skills like "customer service," "patients," "business development," and "financial services." But a customer support representative might use skills, such as, "technical support," "windows," "data entry," and "work ethic."

    It's been discovered that customer support representatives earn lower salaries compared to business representatives, but we wanted to find out where customer support representatives earned the most pay. The answer? The finance industry. The average salary in the industry is $38,928. Additionally, business representatives earn the highest paychecks in the finance with an average salary of $57,069.

    In general, customer support representatives study at similar levels of education than business representatives. They're 1.1% less likely to obtain a Master's Degree while being 0.8% less likely to earn a Doctoral Degree.

    How a Consumer Sales Representative Compares

    Customer sales representatives' primary role is to present their employer's offerings to potential buyers. They may work out of an office, travel to conferences where their offerings might be suitable to attendees. It is their responsibility as customer sales representatives to get people to buy physical items, such as cars, new windows for their home, and skincare products. They perform a variety of tasks promoting their employer's offerings, sell policies for insurance companies, promote bundle deals for telecommunication industries, gym membership plans, and persuade parents to let their children join the tutoring system.

    The consumer sales representative profession generally makes a lower amount of money when compared to the average salary of business representatives. The difference in salaries is consumer sales representatives making $13,090 lower than business representatives.

    While looking through the resumes of several business representatives and consumer sales representatives we discovered that both professions have similar skills. These similarities include skills such as "powerpoint," "inbound calls," and "outbound calls," but they differ when it comes to other required skills.

    As mentioned, these two careers differ between other skills that are required for performing the work exceedingly well. For example, gathering from business representatives resumes, they are more likely to have skills like "customer service," "patients," "business development," and "financial services." But a consumer sales representative might have skills like "broadband," "brand awareness," "data entry," and "phone calls."

    When it comes to education, consumer sales representatives tend to earn similar education levels than business representatives. In fact, they're 0.3% less likely to earn a Master's Degree, and 0.7% less likely to graduate with a Doctoral Degree.

    Description Of an Account Services Representative

    An account services representative is responsible for responding to the customers' inquiries and concerns regarding their financial accounts and statements. Account services representatives also offer new products and services from the financial institution, handling customers' complaints, assist in developing marketing strategies and promotional offers, and identify business opportunities to generate more revenues and attract potential clients. An account services representative must have excellent communication and customer service skills, processing their financial transactions, and resolve billing discrepancies.

    The fourth career we look at typically earns lower pay than business representatives. On average, account services representatives earn a difference of $19,137 lower per year.

    While both business representatives and account services representatives complete day-to-day tasks using similar skills like patients, powerpoint, and inbound calls, the two careers also vary in other skills.

    While some skills are shared by these professions, there are some differences to note. "customer service," "business development," "financial services," and "business sales" are skills that have shown up on business representatives resumes. Additionally, account services representative uses skills like customer satisfaction, work ethic, technical support, and account services on their resumes.

    In general, account services representatives make a higher salary in the automotive industry with an average of $36,248. The highest business representative annual salary stems from the finance industry.

    The average resume of account services representatives showed that they earn similar levels of education to business representatives. So much so that the likelihood of them earning a Master's Degree is 0.8% less. Additionally, they're less likely to earn a Doctoral Degree by 0.6%.