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Commercial account representative skills for your resume and career

Updated January 8, 2025
4 min read
Quoted experts
Jonathan Byers,
Kaustav Misra Ph.D.
Below we've compiled a list of the most critical commercial account representative skills. We ranked the top skills for commercial account representatives based on the percentage of resumes they appeared on. For example, 41.2% of commercial account representative resumes contained customer service as a skill. Continue reading to find out what skills a commercial account representative needs to be successful in the workplace.

15 commercial account representative 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 commercial account representatives use customer service:
  • Demonstrated excellent customer service by carefully explaining customer rights and exhausting all options before turning accounts over to the legal department.
  • Coordinated customer service process for assigned commercial property & casualty customers, in close coordination with Sales Executive.

2. CRM

CRM stands for Customer relationship management and it is a complete process through which a business or organization monitors and administers its interactions with the customers. A process in which large amounts of data are collected through marketing via a company's website, polls, surveys, and other social media applications. The basic goal of CRM is to target the right audience for their product, and then fulfill their needs, to increase the sales and revenue of the company.

Here's how commercial account representatives use crm:
  • Document and report sales activities to management Make effective use of CRM technology for documenting client data and interactions.
  • Managed prospective leads and existing accounts through a CRM platform to accurately forecast revenue and develop long-term business partnerships.

3. 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 commercial account representatives use data entry:
  • Enter all data entry for sales departments and management team.
  • Use Data Entry skills to write policies for agents.

4. Product Knowledge

Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.

Here's how commercial account representatives use product knowledge:
  • Scheduled and trained the Regional managers, store managers, and store associates on product knowledge of displays.
  • Increased product knowledge by attending voluntary training classes.

5. Commercial Property

Here's how commercial account representatives use commercial property:
  • Conducted Insurance Audits for Commercial Property Department.
  • Assisted Account Manager in providing day-to-day administrative and technical support to an assigned group of commercial property and casualty prospects/customers.

6. National Accounts

Here's how commercial account representatives use national accounts:
  • Demonstrated effective techniques for marketing and selling of building materials to national accounts in Tampa Florida market.
  • Communicate directly with our National Accounts corporate group to ensure customers are updated accurately and efficiently.

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7. 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 commercial account representatives use account management:
  • Performed account management and follow-up to ensure client satisfaction.
  • Assist with initial installs of services and future account management growth opportunities with all accounts

8. Plumbing

Here's how commercial account representatives use plumbing:
  • Represented JD Plumbing in commercial business to business sales throughout the triangle area.
  • Supply sales and service to commercial, mechanical and plumbing contractors.

9. Insurance Policies

Here's how commercial account representatives use insurance policies:
  • Determined and calculated premiums for the renewal of insurance policies.

10. Inbound Calls

Here's how commercial account representatives use inbound calls:
  • Receive inbound calls for multiple regions for small business customers.
  • Conducted inbound calls to various non-profit organizations, including educational institutions and associations for inclusion in and purchase of bound directories.

11. Customer Satisfaction

Here's how commercial account representatives use customer satisfaction:
  • Secure profitable package sales and upgrades to Commercial customers while maximizing customer satisfaction and retention by initiating post installation follow-ups.
  • Developed and maintained relationships with current customers resulting in increased customer satisfaction and subsequent renewal business.

12. Trade Shows

Here's how commercial account representatives use trade shows:
  • Worked 4-5 trade shows per year and attended customer appreciation events including larger entertainment venues like the Indy 500.
  • Represented company and promoted products and services at outside venues including trade shows and conventions.

13. Customer Issues

Here's how commercial account representatives use customer issues:
  • Handled service requests and changes using problem-solving and negotiation skills to resolve customer issues.
  • Trouble shooting customer issues such as policy changes and concerns.

14. AMS

Here's how commercial account representatives use ams:
  • Used the AMS Sagitta computer system.

15. Policy Changes

Here's how commercial account representatives use policy changes:
  • Assist on special projects related to policy changes, promotions, recruiting, and sales.
top-skills

What skills help Commercial 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 commercial 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 commercial 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 commercial account representatives need?

Dr. Vallari ChandnaDr. Vallari Chandna LinkedIn profile

Chair and Associate Professor, University of Wisconsin - Green Bay

Critically, for all graduates, expertise or interests, in sustainability will be important. The reason behind this is the shift in looking at sustainability holistically and not just as something one-person does. This would also give an edge to those with degrees, specifically in sustainability. Graduates with degrees related to sustainability will often be asked to oversee or manage these across-the-board sustainability endeavors. Also, soft skills are highly desired. The ability to be better at time management, work in teams, and have a strong work ethic, will be more desirable. These are all interconnected with remote work as well. Employees who "thrived" in the pandemic were those able to manage their work-life balance, work remotely in teams, all the while performing well. The skills are thus "transferable" to both modalities of work in this way.

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

Dr. Matteo Cantarello Ph.D.

Visiting Assistant Professor of Hispanic Studies, William & Mary

Programming has become an asset within the humanities, too. Even though hires of digital humanists are still limited in number (at least within my discipline), they are probably destined to increase in the near future. Also, flexibility and versatility with respect to teaching are also highly marketable. Any candidate who has experience with in-person, hybrid, and online courses and who has degrees, titles, and certificates that demonstrate that is extremely appreciated on the academic job market.

What soft skills should all commercial account representatives possess?

John Cicala Ph.D.John Cicala Ph.D. LinkedIn profile

Associate Professor of Digital Marketing, University of North Alabama

The ability to write for reading and not to write as if they are simply transcribing an internal conversation with the paper or whatever media is being used to communicate. They should also possess the ability to interact and to converse with others in person and to actively listen.
Do you want to know more?
Read more about what experts have to say about commercial account representative

List of commercial account representative skills to add to your resume

Commercial account representative skills

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

  • Customer Service
  • CRM
  • Data Entry
  • Product Knowledge
  • Commercial Property
  • National Accounts
  • Account Management
  • Plumbing
  • Insurance Policies
  • Inbound Calls
  • Customer Satisfaction
  • Trade Shows
  • Customer Issues
  • AMS
  • Policy Changes
  • Customer Inquiries
  • Insurance Carriers
  • Business Relationships
  • Customer Accounts
  • Outbound Calls
  • HVAC
  • General Liability
  • Alarm Signals
  • Process Payments
  • Cold Calls
  • Client Data
  • Patient Accounts
  • EOB
  • Loss Runs
  • Customer Relations
  • Computer System
  • Account Reviews
  • Office Equipment
  • Billing Issues
  • Process Endorsements
  • Service Calls
  • CPT
  • Billing Inquiries

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.

Updated January 8, 2025

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