Senior Account Representative Resume Sample

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Anna Durgan
37777 Bradtke Creek,  Chicago,  IL
+1 (555) 308 6964

Work Experience


Senior Account Representative
06/2017 - PRESENT
Dallas, TX
  • Utilize leadership skills to facilitate process and mindset change throughout our customer’s organization
  • Read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of an organization
  • Assists staff in the resolution of complicated and/or detailed claims
  • Ensures the completeness and accuracy of billing documents, by referring to available information provided by patient, physician or other sources available
  • Implements initial and follow up billing of patient claims
  • Inputs claims through electronic billing system
  • Identifies and processes follow up reports, unbilled reports and any other reports routinely handled by the department
  • Prepares both inter and intra departmental data for delivery, pick up and control of work between departments
Cust Mgmt Senior Account Representative
08/2010 - 03/2017
San Francisco, CA
  • Maintains clerical functions related to claim processing, including medical coding, charge and allowance determination, changing of financial codes and functions not directly related to claim processing
  • Assists the Supervisors and Assistant Supervisors in the preparation of various
  • Reviews and refers denied/not medically necessary claims to Case Management
  • Works closely with Q.R.M. Department in regards to appeals and claim
  • Completes the Medicare credit balance report for departmental review and submission quarterly
  • Working knowledge of and experience with AMERICAN HEALTHWARE SYSTEMS (Eagle), SSI, Caremedic and other related subsystems necessary
  • Aptitude to multi-task and adjust quickly to change in a busy financial service centerSearch Jobs US
Senior Account Representative Westchester
04/2007 - 05/2010
New York, NY
  • Articulate Accredo’s programs and services to drive business across multiple therapy lines
  • Conduct customer visits in the field to grow existing accounts and to prospect for new accounts
  • Work with cross-functional internal partners and stakeholders to manage day-to-day territory activities
  • Develop and foster manufacturer relationships; interface with clients/payers to assess needs, identify and implement solutions
  • Represents the Physician Sales team on cross-functional task forces/advisory boards
  • Acts as SME consultant for internal partners during product roll-outs, cross-functional projects and other corporate initiatives
  • Provide on-boarding, mentoring and other training for new hires and less experienced employees
  • Represents the company at trade shows, conferences, seminars, or other off site meetings applicable to territory or business need
  • Conducts external presentations as needed

Education


University of Georgia
2002 - 2006
Bachelor's Degree in Related Field

Professional Skills


  • Excellent skills as an effective and persuasive speaker; excellent writing skills
  • Proven related experience; identified skills and experience
  • Maintain successful, ongoing relationships with clients using strong interpersonal skills
  • Demonstrated skills at key account relationship management
  • Strong interpersonal, presentation, organizational and verbal/written communication skills
  • Excellent process/product management, organizational, and analytical skills are required
  • Excellent written and oral communication skill; comfortable with group presentation/public speaking; strong customer relationship ability

How to write Senior Account Representative Resume

Senior Account Representative role is responsible for planning, basic, organizational, interpersonal, software, research, training, retail, customer, analytical.
To write great resume for senior account representative job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Senior Account Representative Resume

The section contact information is important in your senior account representative resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Senior Account Representative Resume

The section work experience is an essential part of your senior account representative resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous senior account representative responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular senior account representative position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Senior Account Representative resume experience can include:

  • Works collaboratively with account executives to develop and present strategies to Specialty Pharmacy customers that position Accredo as the best option to reduce administrative burdens and achieve optimum clinical patient care
  • Other skills that are required include: listening, negotiating, creative thinking, and interpersonal relationships building and maintenance
  • Experience servicing and marketing middle market and large accounts
  • Possesses basic skill-set in sales strategies, face-to-face selling, and refined organizational ability
  • Partners with Account Executive to drive business and retention and improve the client experiences throughout the proposal and renewal process
  • Planning- perform planning budgeting and forecasting of clients financials to ensure proper account management. (L2)

Education on a Senior Account Representative Resume

Make sure to make education a priority on your senior account representative resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your senior account representative experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Senior Account Representative Resume

When listing skills on your senior account representative resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical senior account representative skills:

  • Advanced market research analysis service monitoring and strategic planning skills
  • Proven experience in representing a company to all customers suppliers control authorities and other parties as needed
  • Critical thinking and organizational skills; attention to detail
  • Use critical thinking skills to review and evaluate client drug and alcohol program files
  • Works effectively with internal work groups, including colleagues from other geographic territories, to accomplish sales objectives
  • Strong ownership, interpersonal skill, communication, presentation, dynamic, well planning and result-oriented

List of Typical Experience For a Senior Account Representative Resume

1

Experience For Cust Mgmt Senior Account Representative Resume

  • Approximately 2-4 years of sales and account management experience with a proven track record of territory management and exceptional client relations
  • Sell against other media & effectively manage and overcome objections
  • Strong knowledge of financial reporting packages and compliance
  • Experience is booking AP/AR and Government remittance transactions
  • Demonstrate ability to support E02 Account Representatives as back up during absence from storm duty, vacations, etc
  • Proven ability to generate new business
2

Experience For Emro Senior Account Representative Resume

  • Possess a strong grasp of all products to help craft complex ROI-impacted solutions
  • Proven ability to successfully influence at all levels within an organization, particularly at the executive level
  • Experience in plastics(desired)
  • Experience with southwest region markets and customers beneficial
  • Experience with west Texas/Permian supply producers and operators beneficial
  • At least three years of Premium Finance experience
  • Experience with senior level support work in office administration, legal documents or litigation, and/or client support
  • Responsible for account and budget planning and other management projects
3

Experience For Senior Account Representative Westchester Resume

  • Reviews information for Account Executive pertaining to client insurance programs and drafts insurance and reinsurance submissions
  • Performs review of claims, contracts and audits, and follows up regarding endorsements, policy issuance, extensions and cancellations and escalates concerns to direct manager or client team, as appropriate
  • Performs the maintenance of proper records for reporting and audit purposes and processes insurance and claims details into the database
  • Collaborate with product and marketing teams to define new product offerings
  • Access to S & P Global’s world class training and development programs
  • Responds directly to difficult client questions and requests, and solicits assistance from Account Executive as needed
  • Oversees the process of ensuring that all client information is collected, reviewed, updated and communicated to placement team for optimal program solutions and pricing
4

Experience For Senior Account Representative, Travelads Resume

  • Negotiate renewal contracts, demonstrate exceptional product knowledge, and overcome customer renewal objections to ensure profitable growth aligned with Discovery Education’s business objectives
  • Build strong communication channels at all levels of the Seller’s organization, set proper expectations, provide clear status communications, and manage towards a growth plan
  • Analyze the business and conduct deep dive analysis; provide routine executive-level reporting on the Seller’s current business and future opportunities. Publish recommendations and action plans based on data
  • Consistently meet or exceed quarterly revenue goals as set by sales leadership.Quarterly revenue goal in excess of $500K
  • Represent PepsiCo NAN portfolio of brands at customer
  • Manage all sales activities with distributor sales team on propose new products, execute promotion programs
  • Follow up field activities and POS data and report back to team with action plans
  • Proactively present new application opportunities to end-users
  • Generate leads for new business through interactions with end users
5

Experience For Senior Account Representative Resume

  • Build strong channel partner relationships within existing accounts and have the ability to evaluate, appoint and train new channel partners to meet regional business sales objectives
  • Provide input in the development of short and long term growth targets that align with existing business plans and strategies for greater territory and account penetration
  • Participates in continuing education in order to maintain the appropriate level of credentials
  • Develops and maintains key contacts in customer’s organization including key management positions which have greater impact on sales effort
  • Utilize Sales Force Dot Com as the CRM program to evaluate, track and measure new end user opportunities
  • Develop and implement business plans and programs that increase market coverage and sales. Perform analysis and investigation about product and markets (market insights)
  • Prepare/present reports and presentations (oral/written) required for the position
  • Prepare and make presentations on product and technology to end users, distribution and industry consultants as needed
  • Able to demonstrate an expert level of knowledge with all assigned products, insurance coverages, services, policies, pricing, placement of coverage, regulations and benefits of each
6

Experience For Cust Mgmt Senior Account Representative Resume

  • Strong oral and written communication skills including the ability to connect with an audience and speak persuasively and succinctly. Demonstrates good listening skills to enhance understanding and probes effectively
  • Good keyboard and PC skills using word processing and spreadsheet software, familiarity with various software applications and the ability to learn new software systems
  • Clearly understands the customer’s business and their present and future CA&D consumption. Recognizes opportunities for growth and readily identifies obstacles and develops solutions
  • Monitor and report on progress of all team members’ performance as it related to the assigned account
  • Communicate and strategize with the sales team on all related client issues for both internal & external
  • Prepare and deliver bids for customers
7

Experience For Emro Senior Account Representative Resume

  • Work with Technical Support and customers to ensure completeness and accuracy of information
  • Evaluate and report market requirements and competitor capabilities as required
  • Assist in credit worthiness assessments and collection of all delinquent accounts
  • Have a genuine customer service commitment for both internal & external clients and the ability to handle multiple projects in an efficient and timely manner
  • Analysis- conduct financial analysis based on budget, valuation and treasury management. (L2)
  • Coding of Invoices- based on Client Chart of Accounts & posting to the system as well as responsible for regular cheque runs to ensure prompt payment based on due dates & obtain appropriate cheque signing
  • Monthly Closing - Complete month end closings including full accrual accounting providing general journal entries for Canadian Fixed Asset, amortization of prepaid expenses, bank entries and bank reconciliations, payroll and other liability accruals
  • Accounts Receivable-responsible for invoice generation & issuance to Canadian customers including verification of tax calculation where applicable. Based on exemption or applicability as well as cash receipt application & collections of outstanding accounts
8

Experience For Senior Account Representative Westchester Resume

  • Experience working with external customers across multiple accounts
  • Government Remittances – employee withholdings, EHT, WCB, GST, PST & other compliance reporting for all jurisdictions and the reconciliation of the accounts
  • Responsible for regular cheque runs or electronic deposit to employee’s bank accounts to ensure prompt payment based on payroll frequency dates & obtain appropriate cheque signing
  • Works under the direction of Manager – Field Sales, Water Treatment Products, but operates independently on a day-to-day basis. Executes assignments with little supervision
  • Develops strategy in conjunction with Market Management on new sales opportunities and executes the plan
  • Recognizes opportunities for growth and readily identifies obstacles and develops solutions
  • Manages Accu-Tab® dealer network to achieve territory sales goals and prospect for new dealers
9

Experience For Senior Account Representative, Travelads Resume

  • Communicates with all customers to feed annual sales forecast data back to Management
  • Up to 75% overnight travel via air travel and car
  • Proficient with Excel, Word, Outlook, PowerPoint, and data-retrieval applications
  • Provide recommendations on TravelAds sales strategy for a specific market geography or segment to grow Media Solutions business. Understand performance data and the ability to make forward thinking suggestions through analysing trends. Uncovering ROI opportunities and presenting them to clients
  • Understand and assess and develop plans for areas for growth (cross-sell/up-sell/new customers) within identified categories and assigned geography
  • Driven, sales oriented, self starter, self motivated, and persistent
10

Experience For Senior Account Representative Resume

  • Determine individual territory sales strategies
  • Support the divisional strategy and objectives
  • Identify and perform due diligence for new direct and distribution opportunities
  • Develop and maintain relationships with current and potential accounts in territory
  • Develop sales strategy to capture increased market share across the territory
  • Work with product management to help identify and qualify new product opportunities for their geography
  • Maintain awareness of competitor’s activities in order to proactively retain business
  • Provide Director of Sales with weekly itinerary and weekly or monthly reports as needed
  • College graduate (business, engineering, marketing or related) with a strong work ethic and 5+ years of post-college work experience in the natural gas industry

List of Typical Skills For a Senior Account Representative Resume

1

Skills For Cust Mgmt Senior Account Representative Resume

  • Strong interpersonal skill, communication, presentation, dynamic, well planning and result-
  • Total work experience with ~7 of applicable sales experience
  • Knowledge, experience and skill in Automotive OEM & Tiers would be beneficial
  • Knowledge, experience and skill in retail or e-commerce
  • Demonstrate ability to support Regional Manager by assuming leadership role during vacations, MRM, etc
  • Previous experience in publishing, training, technology, or education and finance industries
  • Create proposals with good/better/best solutions after gaining a complete understanding of the client's needs through a CIA
  • Recent/relevant advertising sales experience; ideally within Luxury
2

Skills For Emro Senior Account Representative Resume

  • Previous experience in executing win strategies across the business via competitive tenders/request for proposals
  • Good understanding of competitive business models of and their strengths and weaknesses
  • Business-to-business selling experience
  • Flexible to changing business priorities
  • Oil & gas industry experience with emphasis on marketing and a current Calgary client contact list would be considered an asset
  • Experience with downhole tools and drilling in western Canada would be considered an asset
  • Significant and strong client relationships at all levels within Luxury
  • Take advantage of new sales opportunities through effective time and territory management
  • Positive mindset, negotiation skill, working under pressure, customer focused and self-motivated
3

Skills For Senior Account Representative Westchester Resume

  • Good interpersonal relationships and capacity to influence efficiently at multiple levels of the organization
  • Experience with natural gas transportation systems
  • Key account lead to achieve QCDS requirement, make strong relationship and global network alignment
  • Experiences in sales of Automotive Industrial is preferable
  • Experiences in channel management
  • Leading and collaborating across multi-cultural teams
4

Skills For Senior Account Representative, Travelads Resume

  • Organizing and attending joint sales calls with channel partners to create innovative offers the end-user
  • Working knowledge of Environmental and DOT regulations desirable
  • Understanding of sales databases such as Salesforce and Saleslogix
  • Establishing territory sales goals and utilize appropriate tactics in order to meet and exceed sales objectives
  • Working knowledge of FERC regulations
5

Skills For Senior Account Representative Resume

  • Prepare for client meetings including scheduling, planning and fulfillment of bound PowerPoint materials and other client deliverables
  • Establish and maintain close working relationships with the supply and marketing divisions of the customer utilities, production and marketing companies
  • Coordinate and provide influence across other business functions including marketing, operations, billing, and product
  • Support Attorney/Team Leader and support team in the delivery of new and existing consulting services
  • Financial Reporting-utilize system to prepare financial reports based on accounting policies and practices. (L2)
  • Comfortable networking at events and working trade-shows
  • Handle the launch and on-going day-to-day performance of advertising partnerships and resolve issues as they arise
  • Creative ideating that generates renewable and successful partnerships with the Luxury clients
6

Skills For Cust Mgmt Senior Account Representative Resume

  • A clear understanding of key performance indicators both financial and otherwise
  • Manage relationships and grow the business at large revenue producing accounts
  • Support day-to-day functions (i.e. mail, faxes, filing, expense reports, etc.)
  • Monitor satisfaction of ongoing service commitments to clients
  • Maintain a thorough understanding of Discovery Education’s overall goals and strategic vision. Share this knowledge with customers when appropriate
  • Assists the Account Representative Supervisor in the development, training and daily guidance of Account Representatives
  • Work with Marketing and Technical Service to understand new customer and business development opportunities
  • Establish and build relationships with key personnel at multiple levels in the buying process in order to attain territory sales goals
  • Utilize technical equipment to conduct product trials at customer locations to aid in the selling process
7

Skills For Emro Senior Account Representative Resume

  • Works in a collaborative, team-oriented manner, fostering empowerment and ownership for service quality
  • Develops and maintains a working knowledge of Hays systems
  • Understands client profitability through an understanding of income, expenses and time utilized related to specific client needs
  • Track and correct errors on an ongoing basis to ensure the files are sufficient to withstand audit by federal agencies and/or clients
  • Audit and Assurance- Assist and support conduct risk assessments by completing internal audits. (L2)
  • Utilizes natural curiosity to conscientiously follow up on all marketing-provided and self-generated leads
  • Executes joint sales calls with existing dealer network to assist their acquisition of new end-use customers
  • Participates in industry associations/ trade shows, and develops a working knowledge of all industry trends and competitive strategies/offerings
8

Skills For Senior Account Representative Westchester Resume

  • Manages territory sales of Westlake Water Treatment’s full product line including Accu-Tab® equipment, tablets, adjacencies, and granular
  • Responsibility for territory sales forecasting
  • Ensure expense parameters are being adhered to by Territory Sales Managers
  • Market existing short and long-term transportation capacity, optimize and transact available daily capacity
  • Familiarity with Regulatory, Financial, Marketing, Market Services, Operations and Gas Control functions
9

Skills For Senior Account Representative, Travelads Resume

  • Quote new and endorsed premium finance agreements within individual approval limit and according to company guidelines
  • Exhibit technical competency, e.g. updating our CRM, create client-ready proposals in PowerPoint, etc
  • Focused on finding solution to problems
  • Understands personal development areas and is driven to 'bridge' gaps
  • Experience with the following desired: Cross platform selling (TV/radio/print/digital/Live Events); Strong digital sales experience; Analytics; Media campaigns; Programmatic sales
  • Establish and develop strong professional relationships with the decision makers and key managers of assigned accounts with the intent of implementing customer load management strategies, which benefit the company through providing curtailment during peak load periods. 15%
  • Create Key Account Business Plans and develop critical customer facility information to maintain record of customer information and business overview. ; Gather relevant information regarding service issues, equipment overview, on-site generation, etc. ; 20%
10

Skills For Senior Account Representative Resume

  • Effectively manage outstanding customer debt with the timely resolution of billing and credit issues. Proactively establish customer payment procedures, which minimize exposure to bad debt and maximize the companys margin. ; 10%
  • Communicate company policies and procedures to the customer regarding rates and riders, including changes and additions that could impact the customers energy management and purchasing. 5%
  • Input and maintain all specific and pertinent customer information utilizing Customer Relationship Management database for use in gathering intelligence on customer operations. 5%
  • Technical skills acquired through 10 years or equivalent in an inside sales position within a technical environment
  • Demonstrate ability to take leadership roles on cross-functional teams, i. e. , organizational projects and assignments
  • Successful enterprise-class sales experience, preferably in the eCommerce, retail technology, SaaS, or software industries
  • Significant experience in Account Management and Sales of IT solutions in the Aviation Industry
  • Related experience as an Account Manager/ Sales within the Aviation Industry
  • Strong acumen in industry standards/trends

List of Typical Responsibilities For a Senior Account Representative Resume

1

Responsibilities For Cust Mgmt Senior Account Representative Resume

  • Mentor all Account Representatives and Junior Account Representatives
  • Lead by example, mentor and guide other Account Representatives and Junior Account Representatives
  • Understand and assess areas for growth within identified opportunity categories and share insights with senior sales team
  • Target and build relationships with existing clients and potential clients that are strategic for the organization and that are interested in multi-product solutions
  • Communicate ROI solution and educate the client on solutions, as needed
  • Grow and develop deep category insights
  • Identify and capture new business revenue
2

Responsibilities For Emro Senior Account Representative Resume

  • Engage and consult with partners to understand their business needs & goals; Develop account opportunities and provide promotional products that meet these requirements
  • Provide recommendations on TravelAds sales strategy for a specific market geography or segment to grow Media Solutions business
  • Understand performance data and the ability to make forward thinking suggestions through analysing trends; Uncovering return on investment opportunities and presenting them to clients
  • Work with partners and management to define and implement a meaningful strategy for sales
  • Provide thought leadership and mentor other Account Representatives through the sales process
  • Consistently meet or exceed quarterly revenue goals as set by sales leadership. (Quarterly revenue goal in excess of $500K)
3

Responsibilities For Senior Account Representative Westchester Resume

  • Develop & execute plan to achieve sales target through product introduction, dealer and distributor management. Service existing accounts, obtains orders, and establishes new accounts by planning
  • Provide timely report on competitive situations, territory analysis, accurate forecast and activity plans in the responsible area
  • High accountability and ability to work in Automotive Industrial Estate area
  • Develop & execute plan to achieve sales target, dealer and distributor management
  • Assist partners in the execution of channel marketing programs to increase product sales within customer base. Support partner marketing activities including trade shows, online advertising, campaigns, and emails to develop brand awareness
  • High accountability and ability to work in Up-Country
  • Identify, qualify, and engage with prospective Enterprise Sellers for the Amazon Business Marketplace
  • Identifies and resolves problems related to both primary and secondary accounts which are disputed, unpaid, underpaid or overpaid. Determines cause of problem and initiates corrective action through reviews of electronic medical records
4

Responsibilities For Senior Account Representative, Travelads Resume

  • Analyzes accounts and determines if correct proration of revenue has been collected using detailed understanding and application of all payer contracts (primary and secondary). Contacts applicable agency, payer or department for resolution
  • Independently decides when re-submission efforts are complete, including writing an appeal using applicable content and supporting documentation in order to appropriately influence the highest level of revenue
  • Work routinely involves internal and external issues that require superior resolution regarding customer satisfaction, electric service delivery and billing/credit issues. Contact requires tact, persuasiveness, and coordination capabilities to facilitate this work process
  • Based on a Tiered Structure, a Sr. Account Representative manages between 50- 120 customer accounts. ; The following account distribution applies
  • Tier 1 Customer Accounts- A range of 10 - 25 customers
5

Responsibilities For Senior Account Representative Resume

  • Tier 2 Customer Accounts- A range of 10 - 25 customers
  • Tier 3 Customer Accounts- A range of 30 - 60 customers
  • Able to assume responsibilities that exhibit leadership qualities
  • Always does what is right for the customer—relentlessly customer-focused
  • Identify and qualify account development opportunities
  • Negotiate and close sales opportunities
6

Responsibilities For Cust Mgmt Senior Account Representative Resume

  • Lead the development and delivery of proposals
  • Sell specific Rockwell Collins products or service
  • Deliver to aggressive deadlines
  • Travel 50% of the time at times with short notice
  • Creative, has initiative, and can constructively advocate on behalf of the custome
  • Daily activities are direct in nature with an emphasis on providing assigned customers a single point of contact. This requires the account manager to possess a comprehensive knowledge of company rates, riders, departmental roles and responsibilities, policies, work practices and safety to effectively align customer needs with company resources
  • Prepare and deliver compliance filings to clients for review and execution
7

Responsibilities For Emro Senior Account Representative Resume

  • Schedule and maintain calendars
  • Arrange for travel to client meetings
  • Anticipate and initiate needed materials for meetings
  • Special Projects (i.e. seminars, research, social and community involvement committees, process improvement and others as needed) community involvement committees, process improvement and others as needed)
  • Capability at creating strategic and tactical plans for the region
  • Work with high level executives and support personnel
8

Responsibilities For Senior Account Representative Westchester Resume

  • Fluency with Word, Excel, Power Point, Apple technology
  • Mentor E01 Associate Account Representatives and E02 Account Representatives. ; Perform special projects and assignments. 15%
  • Create Key Account Business Plans and develop critical customer facility information to maintain record of customer information and business overview. #CD# Gather relevant information regarding service issues, equipment overview, on-site generation, etc. #CD# 20%
  • Effectively manage outstanding customer debt with the timely resolution of billing and credit issues. Proactively establish customer payment procedures, which minimize exposure to bad debt and maximize the companys margin. #CD# 10%
  • Mentor E01 Associate Account Representatives and E02 Account Representatives. #CD# Perform special projects and assignments. 15%
  • Create Key Account Business Plans and develop critical customer facility information to maintain record of customer information and business overview. Gather relevant information regarding service issues, equipment overview, on-site generation, etc. 20%
9

Responsibilities For Senior Account Representative, Travelads Resume

  • Effectively manage outstanding customer debt with the timely resolution of billing and credit issues. Proactively establish customer payment procedures, which minimize exposure to bad debt and maximize the companys margin. 10%
  • Mentor E01 Associate Account Representatives and E02 Account Representatives. Perform special projects and assignments. 15%
  • High level of expertise with Microsoft Word, PowerPoint, and Excel
  • Develops knowledge of a client’s business and industry and their specific risk profile though their business model, asset portfolio, product and cash flow, loss history, etc. Identifies the client’s exposure to loss and the means to address them; predominately through insurance risk transfer. Identifies tolerance to risk retention and service needs and protocols
  • Daily activities are direct in nature with an emphasis on providing assigned customers a single point of contact termed “ Total Account Management. ” This requires the account manager to possess a comprehensive knowledge of company rates, riders, departmental roles and responsibilities, policies, work practices and safety to affectively align customer needs with company resources

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