How to hire a senior account specialist

How to hire a senior account specialist, step by step

Here's a step-by-step senior account specialist hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a senior account specialist job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new senior account specialist
• Step 8: Go through the hiring process checklist

What does a senior account specialist do?

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1. Identify your hiring needs

   First, determine the employments status of the senior account specialist you need to hire. Certain senior account specialist roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A senior account specialist's background is also an important factor in determining whether they'll be a good fit for the position. For example, senior account specialists from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   The following list breaks down different types of senior account specialists and their corresponding salaries.

   Type of Senior Account Specialist	Description	Hourly rate
   Senior Account Specialist	Bill and account collectors, sometimes called collectors, try to recover payment on overdue bills. They negotiate repayment plans with debtors and help them find solutions to make paying their overdue bills easier.	$22-48
   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... Show more	$12-19
   Account Manager	Account managers are employees who act as the bridge between the company they represent and the client of the company. They are assigned to handle specific clients so that the company will be able to tailor-fit any product or service according to the clients' requirements... Show more	$20-52

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Patients
   • Healthcare
   • Account Management
   • Excellent Interpersonal
   • Customer Accounts
   • Problem Resolution
   • Medicare
   • CRM
   • PowerPoint
   • Account Maintenance
   • Financial Statements
   • Quality Customer Service
   • Client Relationships
   • Senior Level Management

   Check all skills

   Responsibilities:

   • Manage accounts while providing excellent customer service, help build financial relationships, redirecting calls in upselling credit per customer needs
   • Educate and understand Medicare policies and guidelines for qualifying perspective patients.
   • Create team PowerPoint presentations for team meetings.
   • Provide customers with HIPPA forms and rules and regulations.
   • Submit primary and secondary Pennsylvania and Ohio Medicaid claims online thru PROMIS.
   • Know all laws including hippa call recording disclosures, credit card laws etc.

   More senior account specialist duties

3. Make a budget

   Including a salary range in the senior account specialist job description is a good way to get more applicants. A senior account specialist salary can be affected by several factors, such as the location of the job, the level of experience, education, certifications, and the employer's prestige.

   For example, the average salary for a senior account specialist in Arkansas may be lower than in Connecticut, and an entry-level engineer typically earns less than a senior-level senior account specialist. Additionally, a senior account specialist with lots of experience in the field may command a higher salary as a result.

   Average senior account specialist salary

   $68,185yearly

   $32.78 hourly rate

   ---

   Entry-level senior account specialist salary

   $46,000 yearly salary

   Updated January 23, 2026

   Average senior account specialist salary by state

   Rank	State	Avg. salary	Hourly rate
   1	District of Columbia	$98,976	$48
   2	California	$94,666	$46
   3	Virginia	$94,249	$45
   4	Illinois	$88,104	$42
   5	Massachusetts	$82,551	$40
   6	New York	$81,969	$39
   7	Maryland	$78,848	$38
   8	New Jersey	$77,318	$37
   9	Indiana	$76,815	$37
   10	Rhode Island	$75,554	$36
   11	Colorado	$75,506	$36
   12	Arizona	$74,343	$36
   13	Michigan	$74,052	$36
   14	Georgia	$71,910	$35
   15	Pennsylvania	$71,895	$35
   16	Minnesota	$69,555	$33
   17	Texas	$69,440	$33
   18	Ohio	$68,738	$33
   19	Louisiana	$67,264	$32
   20	North Carolina	$66,772	$32

   Average senior account specialist salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	AbbVie	$102,026	$49.05	62
   2	DLA Piper	$98,023	$47.13	41
   3	Citi	$87,538	$42.09	2
   4	Johnson & Johnson	$87,126	$41.89	63
   5	PPL	$85,665	$41.19	2
   6	Gilead Sciences	$84,558	$40.65	9
   7	Cardinal Health	$84,544	$40.65	276
   8	Rmg	$82,181	$39.51
   9	JPMorgan Chase & Co.	$81,536	$39.20	27
   10	Pfizer	$81,509	$39.19	30
   11	BNY Mellon	$80,554	$38.73
   12	Cummins	$80,369	$38.64	2
   13	New York University	$78,486	$37.73	1
   14	Aon	$74,108	$35.63	17
   15	Vanderbilt University Medical Center	$69,672	$33.50
   16	Raytheon Technologies	$65,686	$31.58	9
   17	Shippers Solutions	$62,573	$30.08	2
   18	CHRISTUS Health	$62,523	$30.06	12
   19	Tucson Medical Center	$61,937	$29.78
   20	SS&C Technologies	$61,591	$29.61	14

4. Writing a senior account specialist job description

   A good senior account specialist job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a senior account specialist job description:

   Senior account specialist job description example

   Provides medical collection services for TLRA collection units. Utilizes a strong background as a medical collection specialist to successfully resolve accounts placed with TLRA for collection. This involves performing collection activities related to follow-up and account resolution, and includes communication to patients, clients, reimbursement vendors, and other external entities while adhering to all client, state and federal guidelines. Patient and client satisfaction is essential. Associates in the collection unites are expected to knave knowledge of the overall collection work processes for the both active AR and BD inventory.
   
   Provides effective collection services, ensuring the successful recovery of accounts in accordance with client and state guidelines as well as TLRA's business objectives
   
   Documents and updates patient account information in TLRA's collection software system timely and accurately to include appropriate account status.
   
   Handles inbound patient and/or carrier calls promptly and professionally, providing assistance and resolution to account inquiries, issues and request.
   
   Uses collection tools effectively to ensure quality recovery services and meet or exceed established goals and work standards.
   
   Performs research and analysis of account issues and strives to resolve problems timely and accurately.
   Ensure daily productivity standards are met. Promotes positive patient relations by communicating in a manner that demonstrates respect for the human dignity of patients and/or their families. Performs other special projects as required when assigned. Requirements: Must have minimum of 3 years' experience in a Customer Service call enter environment with a focus on healthcare billing/collections or collection agency environment or 3 years' experience working in a client service or marketing capacity, preferably in a healthcare or collection agency environment.
   General hospital A/R accounts knowledge is required. PC skills in a Windows environment are required. Solid knowledge and utilization of desktop applications to include Word and Excel are essential. College education, previous Insurance Company claims experience and/or health care billing trade school education may be considered in lieu of formal hospital experience. Work Type: Full Time

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right senior account specialist for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your senior account specialist job on Zippia to find and attract quality senior account specialist candidates.
   • Use niche websites such as efinancialcareers, financialjobsweb.com, careerbank, financial job bank.
   • Post a job on free websites.

6. Interview candidates

   Recruiting senior account specialists requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   You should also ask about candidates' unique skills and talents to see if they match the ideal candidate profile you developed earlier. Candidates good enough for the next step can complete the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new senior account specialist

   Once you have selected a candidate for the senior account specialist position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   You should also follow up with applicants who don't get the job with an email letting them know that you've filled the position.

   After that, you can create an onboarding schedule for a new senior account specialist. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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