What does an operations representative do?
As the name entails, an operations representative is responsible for assisting the operations managers. You will typically perform various tasks, including creating a customer database regularly, handling inquiries and office correspondence, and helping the operations managers in managing financial inquiries from clients. As an operations representative, you are responsible for attending meetings, assisting in strategic planning and implementation, and coordinating with other departments such as HR, marketing, and sales. You are also expected to identify areas of improvement and implement corrective measures.
Operations representative responsibilities
Here are examples of responsibilities from real operations representative resumes:
- Manage current day workflow within internal SharePoint sites.
- Manage the SharePoint solutions for project communication and project document repository.
- Schedule appointments and notify patients of upcoming appointments, preform billing, patient registration, medical registration and insurance verification.
- Greet patients and parents in courteous and consumer-orient manner, check patients into scheduling system and updates computer system information.
- Implement customer, order management, and inventory PeopleSoft modules.
- Write test scripts for PeopleSoft update, test new software, patches, and enhancements.
- Research and resolve any outstanding matters regarding ACH transactions, wires, check distributions and 1099-R tax form issues.
- Set up ACH payment agreements accordingly by reversing payments from loan accounts when these payments become invalid due to NSF etc.
- Assist with all new hire training and are the point of contact for questions regarding Medicare claims and written correspondence documents.
- Track applications for prospective Medicaid or Medicare members.
- Process ATM deposits in a high-security and fast-pace environment.
- Create PowerPoint presentations for both internal company and external client meetings.
- Prep ATM deposits ensuring deposit integrity and cash procedures are followed.
- Provide documentation support to customers base on customer identify needs in a lockbox environment.
- Perform detail analyses to determine readiness level to support propose customer SLA's, domestically and internationally.
Operations representative skills and personality traits
We calculated that 22% of Operations Representatives are proficient in Data Entry, Patients, and PowerPoint. They’re also known for soft skills such as Detail oriented, Math skills, and Customer-service skills.
We break down the percentage of Operations Representatives that have these skills listed on their resume here:
- Data Entry, 22%
Conducted various quality assurance tasks to include system maintenance of rejected accounts and/or data entry errors.
- Patients, 13%
Greeted patients and parents in courteous and consumer-oriented manner, checked patients into scheduling system and updates computer system information.
- PowerPoint, 6%
Created PowerPoint presentations for both internal company and external client meetings.
- Moderate Supervision, 3%
Performed routine and various items processing function under moderate supervision.
- Outbound Calls, 3%
Monitored surveillance cameras, troubleshooted equipment, handled inbound and outbound calls
- Quality Standards, 3%
Operated and controlled specific unit operations safely and efficiently with various computer software programs, meeting company product quality standards.
"data entry," "patients," and "powerpoint" are among the most common skills that operations representatives use at work. You can find even more operations representative responsibilities below, including:
Detail oriented. The most essential soft skill for an operations representative to carry out their responsibilities is detail oriented. This skill is important for the role because "tellers must be sure not to make errors when dealing with customers’ money." Additionally, an operations representative resume shows how their duties depend on detail oriented: "produced task-oriented data entry of work and provided professional customer service. "
Math skills. Another essential skill to perform operations representative duties is math skills. Operations representatives responsibilities require that "because they count and handle large amounts of money, tellers must be good at arithmetic." Operations representatives also use math skills in their role according to a real resume snippet: "register inventory unload trucks skills used time management general math skills verbal communication customer service resolving conflict teamwork client relationships"
Customer-service skills. This is an important skill for operations representatives to perform their duties. For an example of how operations representative responsibilities depend on this skill, consider that "tellers spend their day interacting with bank customers." This excerpt from a resume also shows how vital it is to everyday roles and responsibilities of an operations representative: "provided ongoing customer support through telephone and email communication relating to billing and device error alerts. ".
The three companies that hire the most operations representatives are:
- Bank of America52 operations representatives jobs
- Wells Fargo26 operations representatives jobs
- Children's National Medical Center17 operations representatives jobs
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Compare different operations representatives
Operations representative vs. Business developer
A business developer specializes in conducting in-depth business analysis and crafting various strategies that would not just help a business grow, but also strengthen client base and brand awareness. One of their primary responsibilities revolves around identifying areas in need of improvement. They come up with new services that will boost customer satisfaction, examining the potential for revenue and figuring out new opportunities from trends or other pre-existing programs within the company. All of this is conducted according to the vision, mission, and policies of the organization.
There are some key differences in the responsibilities of each position. For example, operations representative responsibilities require skills like "data entry," "patients," "powerpoint," and "moderate supervision." Meanwhile a typical business developer has skills in areas such as "healthcare," "crm," "customer service," and "work ethic." This difference in skills reveals the differences in what each career does.
Business developers earn the highest salaries when working in the manufacturing industry, with an average yearly salary of $118,082. On the other hand, operations representatives are paid more in the technology industry with an average salary of $38,148.On average, business developers reach higher levels of education than operations representatives. Business developers are 8.6% more likely to earn a Master's Degree and 0.8% more likely to graduate with a Doctoral Degree.Operations representative vs. Contracts specialist
A contract specialist is responsible for evaluating contract agreements between the business and its clients. Contract specialists write beneficial deals that would develop good, professional working partnerships. They negotiate terms with clients, analyzing bid offers, review legislation processes and regulations, provide immediate resolution for breach of contracts, manage procurement proposals, and communicate with potential and existing clients for any amendments and clarifications. A contract specialist must have excellent communication and negotiation skills and broad knowledge of legal terminologies and contract styles.
Each career also uses different skills, according to real operations representative resumes. While operations representative responsibilities can utilize skills like "powerpoint," "moderate supervision," "outbound calls," and "quality standards," contracts specialists use skills like "veterans," "dod," "contract administration," and "contract terms."
On average, contracts specialists earn a higher salary than operations representatives. Some industries support higher salaries in each profession. Interestingly enough, contracts specialists earn the most pay in the government industry with an average salary of $81,199. Whereas operations representatives have higher pay in the technology industry, with an average salary of $38,148.In general, contracts specialists achieve higher levels of education than operations representatives. They're 9.4% more likely to obtain a Master's Degree while being 0.8% more likely to earn a Doctoral Degree.Operations representative vs. Project specialist
A project specialist's role is to ensure that a project or program's completion is within the allotted time and budget. They are primarily responsible for devising plans and strategies to quicken the pace of production or processes involved, creating a comprehensive schedule, monitoring the progress and producing reports, tracking the budget and expenditures, and coordinating with all department personnel. Moreover, a project specialist may also schedule and attend meetings, all while adhering to the company's policies and standards.
Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from operations representative resumes include skills like "moderate supervision," "outbound calls," "quality standards," and "customer accounts," whereas a project specialist is more likely to list skills in "customer service," "project management," "project proposals," and "strong customer service. "
Project specialists make a very good living in the professional industry with an average annual salary of $77,221. On the other hand, operations representatives are paid the highest salary in the technology industry, with average annual pay of $38,148.Most project specialists achieve a higher degree level compared to operations representatives. For example, they're 8.0% more likely to graduate with a Master's Degree, and 0.4% more likely to earn a Doctoral Degree.Operations representative vs. Senior specialist
A senior specialist is a financial professional responsible for assisting senior citizens in managing their economic activities. Senior specialists must manage a portfolio of investors to ensure that foreclosed properties are ready for title transfer and monetary reimbursements. To reach compliance goals, senior specialists must provide staff training on Microsoft Office suite and other software applications. They also handle customer complaints through phone or email and provide their customer with the proper solution.
Types of operations representative
Updated January 8, 2025
