Senior accounts representative job description
Updated March 14, 2024
8 min read
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Example senior accounts representative requirements on a job description
Senior accounts representative requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in senior accounts representative job postings.
Sample senior accounts representative requirements
- Bachelor's Degree in Finance or Accounting
- Minimum of 5 years experience in accounts management
- Knowledge of accounting software and systems
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
Sample required senior accounts representative soft skills
- Ability to work independently and in a team
- Attention to detail and accuracy
- Ability to multitask and prioritize tasks
- Proven track record of meeting and exceeding sales goals
- Strong customer service and relationship-building skills
Senior accounts representative job description example 1
Air Products senior accounts representative job description
Job Description and Qualifications
Do you enjoy the challenge of seeking out new customers to sell industrial gases? We have an opportunity for you!
Air Products and Chemicals, Inc., a Fortune 500 manufacturer of industrial gases, is looking for candidates to join our impressive West sales team!
We have an immediate opening in the Sacramento, California area for an Outside Sales Representative. This is an entry level sales representative position within Air Products that offers room for growth and opportunity.
Territory coverage is local with no overnight travel required.
This Outside, Business to Business sales position is responsible for selling liquid bulk cryogenic industrial gases (e.g., nitrogen, oxygen and argon) to a wide variety of market segments including hospitals, life sciences, laboratories, food packagers, metals fabrication and general industrial sites. Primary responsibilities include new customer acquisition, meeting or exceeding assigned revenues and profit targets and executing on new account initiation in a timely and detailed manner.
Skill set:
* Strong selling/influence/persuasion/closing skills
* Highly competitive
* Comfortable conducting face to face cold calls with businesses within the local territory daily
* Strategic thinking
* Manage pipeline of 50+ prospects
* Disciplined work habits
Requirements:
* Ability to work independently, with excellent communication skills, making sales calls in a fast-paced environment
* Strong desire to be in outside sales
* Ability to overcome objections and retain a positive attitude
* Must have a valid driver's license, good driving record and your own vehicle
* 4-year degree required. (3+ years prior experience in outside B2B sales may be considered in lieu of Degree)
* Two -five years sales experience.
In addition to our comprehensive benefits package, Air Products offer includes:
* Competitive base salary plus commissions.
* Monthly Vehicle Allowance Program
* 401(K) plan with generous company match
* Paid training in products and sales methodology
At Air Products, we work in an environment where diversity is essential, inclusion is our culture, and each person knows they belong and matter. To learn more, visit About Air Products.
We offer a comprehensive benefits package including paid holidays and vacation, affordable medical, dental, life insurance and retirement plans. You will be eligible for benefits and also be 100% vested in your retirement benefits on your first day of employment.
We are an Equal Opportunity Employer (U.S.). You will receive consideration for employment without regard to race, color, religion, national origin, age, citizenship, gender, marital status, pregnancy, sexual orientation, gender identity and expression, disability, or veteran status.
Do you enjoy the challenge of seeking out new customers to sell industrial gases? We have an opportunity for you!
Air Products and Chemicals, Inc., a Fortune 500 manufacturer of industrial gases, is looking for candidates to join our impressive West sales team!
We have an immediate opening in the Sacramento, California area for an Outside Sales Representative. This is an entry level sales representative position within Air Products that offers room for growth and opportunity.
Territory coverage is local with no overnight travel required.
This Outside, Business to Business sales position is responsible for selling liquid bulk cryogenic industrial gases (e.g., nitrogen, oxygen and argon) to a wide variety of market segments including hospitals, life sciences, laboratories, food packagers, metals fabrication and general industrial sites. Primary responsibilities include new customer acquisition, meeting or exceeding assigned revenues and profit targets and executing on new account initiation in a timely and detailed manner.
Skill set:
* Strong selling/influence/persuasion/closing skills
* Highly competitive
* Comfortable conducting face to face cold calls with businesses within the local territory daily
* Strategic thinking
* Manage pipeline of 50+ prospects
* Disciplined work habits
Requirements:
* Ability to work independently, with excellent communication skills, making sales calls in a fast-paced environment
* Strong desire to be in outside sales
* Ability to overcome objections and retain a positive attitude
* Must have a valid driver's license, good driving record and your own vehicle
* 4-year degree required. (3+ years prior experience in outside B2B sales may be considered in lieu of Degree)
* Two -five years sales experience.
In addition to our comprehensive benefits package, Air Products offer includes:
* Competitive base salary plus commissions.
* Monthly Vehicle Allowance Program
* 401(K) plan with generous company match
* Paid training in products and sales methodology
At Air Products, we work in an environment where diversity is essential, inclusion is our culture, and each person knows they belong and matter. To learn more, visit About Air Products.
We offer a comprehensive benefits package including paid holidays and vacation, affordable medical, dental, life insurance and retirement plans. You will be eligible for benefits and also be 100% vested in your retirement benefits on your first day of employment.
We are an Equal Opportunity Employer (U.S.). You will receive consideration for employment without regard to race, color, religion, national origin, age, citizenship, gender, marital status, pregnancy, sexual orientation, gender identity and expression, disability, or veteran status.
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Senior accounts representative job description example 2
AssuredPartners senior accounts representative job description
The Senior Account Representative is a hybrid position that is responsible for maintaining and growing a smaller book of business. This position provides a high level of support at the direction of Account Executive and Producer along with direct customer service to clients. Duties include working with Producer to design proper insurance/risk management services for clients along with customer service in coordination with other agency personnel. The Senior Account Representative has product knowledge and is familiar with products offered by carriers. The Senior Account Representative assists in production and renewal of accounts and can assist clients with service needs and making changes to existing accounts. In addition, this position is responsible for administrative support for Account Executives and Senior Account Executives.
The Ideal Candidate
+ You enjoy problem solving with great, customer-service minded solutions
+ Teamwork is part of your DNA and you are looking for a great opportunity to be a part of a team, learn from senior team members, and have a great career path
+ You have great communication skills (verbal & written) and are analytical in your work
If this sounds like you, we invite you to keep reading and apply!
Please note that the duties below can vary based on the workflow of your local office.
+ Designs insurance and risk management plans as assigned/directed by Producer or Account Executive.
+ Guides clients through the renewal process, which may include requesting renewal exposures, submitting requests to carriers based on renewal timetable.
+ Assists in the development of strong business relationships with insurance company personnel to enhance business relationships.
+ Meets directly with clients in conjunction with other team members. Has the ability to negotiate lines of insurance with carrier and sales to clients.
+ Other duties as assigned.
+ Travel is expected to be 25% in this role.
+ Advanced degree from college or technical school; or 4-8 years of related experience and/or training; or equivalent combination of education and experience
+ Property and Casualty License
+ 1-3 years of experience of independently managing a book at an insurance agency
+ Tech savvy; ability to navigate multiple systems including Agency Management Software
+ Intermediate skills in Microsoft Office products
AssuredPartners is passionate about fueling our clients' innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We're proud to be the fastest-growing independent insurance broker in America, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
ID: 2022-10975
External Company URL: www.assuredptr.com
Street: 4600 West Cypress Street
The Ideal Candidate
+ You enjoy problem solving with great, customer-service minded solutions
+ Teamwork is part of your DNA and you are looking for a great opportunity to be a part of a team, learn from senior team members, and have a great career path
+ You have great communication skills (verbal & written) and are analytical in your work
If this sounds like you, we invite you to keep reading and apply!
Please note that the duties below can vary based on the workflow of your local office.
+ Designs insurance and risk management plans as assigned/directed by Producer or Account Executive.
+ Guides clients through the renewal process, which may include requesting renewal exposures, submitting requests to carriers based on renewal timetable.
+ Assists in the development of strong business relationships with insurance company personnel to enhance business relationships.
+ Meets directly with clients in conjunction with other team members. Has the ability to negotiate lines of insurance with carrier and sales to clients.
+ Other duties as assigned.
+ Travel is expected to be 25% in this role.
+ Advanced degree from college or technical school; or 4-8 years of related experience and/or training; or equivalent combination of education and experience
+ Property and Casualty License
+ 1-3 years of experience of independently managing a book at an insurance agency
+ Tech savvy; ability to navigate multiple systems including Agency Management Software
+ Intermediate skills in Microsoft Office products
AssuredPartners is passionate about fueling our clients' innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We're proud to be the fastest-growing independent insurance broker in America, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
ID: 2022-10975
External Company URL: www.assuredptr.com
Street: 4600 West Cypress Street
Dealing with hard-to-fill positions? Let us help.
Senior accounts representative job description example 3
UPMC senior accounts representative job description
**UPMC Western Maryland is seeking a full-time Sr. Account Representative to support our Insurance outpatient billing areas during daylight hours!**
**Purpose:**
+ The Account Representative, Senior is responsible for all fiscal functions necessary to ensure the prompt and correct payment to the hospital of all monies owed by both insurers and patients.
+ Account Representatives, Senior are responsible to:
+ ensure claims are submitted accurately and timely;
+ communicate with insurance companies, patients, and physicians regarding payment issues;
+ establish reasonable payment arrangements;
+ recommend adjustments according to UPMC policies;
+ review the posting and balancing of payment/denial and adjustment transactions necessary for closing accounts;
+ identify and assign appropriate status codes;
+ and review high-dollar accounts on a regular basis.
+ The Account Representative, Senior is expected to identify recurring problems and procedural deficiencies that need to be reported to management and to serve as a key mentor to staff for training and procedural direction.
**Responsibilities:**
+ Perform duties and job responsibilities in a fashion which coincides with the service management philosophy of UPMC Health System, including the demonstration of The Basics of Service Excellence towards patients, visitors, staff, peers, physicians and other departments within the organization.
+ Ability to work multiple payers
+ Verify accuracy of payment posting and reimbursement. Work with appropriate payer and/or department to resolve any payment discrepancies.
+ Identify root cause issues and demonstrate the ability to recommend corrective action steps to eliminate future occurrences of denials. Assist in claim appeal process and/or perform follow-up in accordance with Revenue Cycle policies and procedures.
+ Managed assigned book of business by ensuring the timeliness and accuracy of billing, collections, contractual postings, payments and adjustments of accounts based upon their functional area standards.
+ Evaluate and recommend referrals to agency, law firm, Financial Assistance and Bad Debt.
+ Understand third party billing and collection guidelines
+ Demonstrate knowledge of the current functionality of the patient accounting systems.
+ Identify issues and submit corrective action recommendations.
+ Ability to work independently with minimal supervision
+ Meet quality assurance benchmark standards and maintain productivity levels as defined by management.
**Qualifications**
+ Must have 1 year of claims/billing/collections experience; OR
+ 4 years in a business office setting; OR
+ a Bachelors Degree; OR
+ an equivalent combination of education and experience.
+ Excellent interpersonal, organizational, communication and effective proproblem-solvingills are necessary.
+ Must be able to communicate with patients, payers, outside agencies, and general public through telephone, electronic and written correspondence.
+ Prior working experience on personal computers, electronic calculators and office equipment is needed.
+ Must be multi-disciplined in billing, collections, denials, credit balances and/or the various payers. Prior collections or medical billing experience with basic understanding of ICD9, CPT4, HCPCS, and medical terminology is preferred.
+ Familiarity with third party payer guidelines and reimbursement practices and available financial resources for payment of balances due is beneficial.
+ This position requires organization and time management skills. The incumbent must develop and manage relationships with colleagues in a professional, independent manner.
+ The position requires the ability to maintain confidentiality with regard to all assignments.
**Licensure, Certifications, and Clearances:**
**UPMC is an Equal Opportunity Employer/Disability/Veteran**
REQNUMBER: 826340175
**Purpose:**
+ The Account Representative, Senior is responsible for all fiscal functions necessary to ensure the prompt and correct payment to the hospital of all monies owed by both insurers and patients.
+ Account Representatives, Senior are responsible to:
+ ensure claims are submitted accurately and timely;
+ communicate with insurance companies, patients, and physicians regarding payment issues;
+ establish reasonable payment arrangements;
+ recommend adjustments according to UPMC policies;
+ review the posting and balancing of payment/denial and adjustment transactions necessary for closing accounts;
+ identify and assign appropriate status codes;
+ and review high-dollar accounts on a regular basis.
+ The Account Representative, Senior is expected to identify recurring problems and procedural deficiencies that need to be reported to management and to serve as a key mentor to staff for training and procedural direction.
**Responsibilities:**
+ Perform duties and job responsibilities in a fashion which coincides with the service management philosophy of UPMC Health System, including the demonstration of The Basics of Service Excellence towards patients, visitors, staff, peers, physicians and other departments within the organization.
+ Ability to work multiple payers
+ Verify accuracy of payment posting and reimbursement. Work with appropriate payer and/or department to resolve any payment discrepancies.
+ Identify root cause issues and demonstrate the ability to recommend corrective action steps to eliminate future occurrences of denials. Assist in claim appeal process and/or perform follow-up in accordance with Revenue Cycle policies and procedures.
+ Managed assigned book of business by ensuring the timeliness and accuracy of billing, collections, contractual postings, payments and adjustments of accounts based upon their functional area standards.
+ Evaluate and recommend referrals to agency, law firm, Financial Assistance and Bad Debt.
+ Understand third party billing and collection guidelines
+ Demonstrate knowledge of the current functionality of the patient accounting systems.
+ Identify issues and submit corrective action recommendations.
+ Ability to work independently with minimal supervision
+ Meet quality assurance benchmark standards and maintain productivity levels as defined by management.
**Qualifications**
+ Must have 1 year of claims/billing/collections experience; OR
+ 4 years in a business office setting; OR
+ a Bachelors Degree; OR
+ an equivalent combination of education and experience.
+ Excellent interpersonal, organizational, communication and effective proproblem-solvingills are necessary.
+ Must be able to communicate with patients, payers, outside agencies, and general public through telephone, electronic and written correspondence.
+ Prior working experience on personal computers, electronic calculators and office equipment is needed.
+ Must be multi-disciplined in billing, collections, denials, credit balances and/or the various payers. Prior collections or medical billing experience with basic understanding of ICD9, CPT4, HCPCS, and medical terminology is preferred.
+ Familiarity with third party payer guidelines and reimbursement practices and available financial resources for payment of balances due is beneficial.
+ This position requires organization and time management skills. The incumbent must develop and manage relationships with colleagues in a professional, independent manner.
+ The position requires the ability to maintain confidentiality with regard to all assignments.
**Licensure, Certifications, and Clearances:**
**UPMC is an Equal Opportunity Employer/Disability/Veteran**
REQNUMBER: 826340175
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Updated March 14, 2024
Updated March 14, 2024