What does a Customer Account Representative do?
A customer account representative's role is to serve as the primary contact between a company and its clients. They typically reach out to existing and potential customers through calls and correspondence, answer inquiries, address issues and concerns, close sales by offering products and services, process payments, and ensure satisfaction to boost sales and improve client base. Furthermore, as an account representative, it is essential to maintain records of all transactions while adhering to the company's policies and regulations.
Customer account representative responsibilities
Here are examples of responsibilities from real customer account representative resumes:
- Manage call center productivity levels by maintaining CSR schedule adherence.
- Negotiate rates and pricing with customers, vendors, and logistics partners.
- Prepare invoices for all customers in the logistics department at the end of every shipment.
- Assist customers with equipment sales and services, troubleshoot issues and concerns, provide support for billing and accounts.
- Utilize computer technology to troubleshoot product malfunctions.
- Create display PowerPoint presentation used in national refresher training.
- Provide telephone customer service to patients and insurers regarding any billing discrepancies.
- Provide self-pay patients with appropriate referrals for financial assistance and authorize discounts.
- Develop and update marketing initiatives including social media outlets, website, and PowerPoint presentations for sales/communication efforts.
- Respond to telephone inquiries, providing quality service to customers and associates inquiring about the availability of rooms and booking reservations.
- Transfer secondary claims to appropriate third party insurance or Medicaid payers.
- Receive and process transportation requests for members with Medicaid from the state of Arizona.
- Communicate with customers and FedEx to facilitate resolutions of any shipping or delivery issues.
Customer account representative skills and personality traits
We calculated that 9% of Customer Account Representatives are proficient in Work Ethic, Inbound Calls, and Customer Orders. They’re also known for soft skills such as Communication skills, Computer skills, and Customer-service skills.
We break down the percentage of Customer Account Representatives that have these skills listed on their resume here:
- Work Ethic, 9%
Demonstrated strong work ethic prioritizing work and exceeding established objectives.
- Inbound Calls, 6%
Received inbound calls in order to resolve customer complaints/concerns through active listening, empathy and professionalism.
- Customer Orders, 6%
Processed, expedited and tracked customer orders, including backlog management and coordination with Planning.
- Account Management, 6%
Operate proprietary, internet based management tool for customer service interaction including customer account management, payment collection and appointment controls.
- Outbound Calls, 5%
Demonstrated effective questioning/listening skills during inbound and outbound calls.
- Delinquent Accounts, 5%
Perform all collection activities related to delinquent accounts including phone calls and face-to-face communications with customers.
Common skills that a customer account representative uses to do their job include "work ethic," "inbound calls," and "customer orders." You can find details on the most important customer account representative responsibilities below.
Communication skills. One of the key soft skills for a customer account representative to have is communication skills. You can see how this relates to what customer account representatives do because "customer service representatives must be able to provide clear information in writing, by phone, or in person." Additionally, a customer account representative resume shows how customer account representatives use communication skills: "managed quality communication, customer support and product representation for each. "
Customer-service skills. Another skill that relates to the job responsibilities of customer account representatives is customer-service skills. This skill is critical to many everyday customer account representative duties, as "representatives help companies retain customers by professionally answering questions and helping to resolve complaints." This example from a resume shows how this skill is used: "provided administrative and account support as lead customer support representative/trainer for south carolina branch customers. "
Interpersonal skills. customer account representative responsibilities often require "interpersonal skills." The duties that rely on this skill are shown by the fact that "representatives should be able to create positive interactions with customers." This resume example shows what customer account representatives do with interpersonal skills on a typical day: "account management, collections, interpersonal skills, customer relations"
Listening skills. Another common skill required for customer account representative responsibilities is "listening skills." This skill comes up in the duties of customer account representatives all the time, as "representatives must listen carefully to ensure that they understand customers in order to assist them." An excerpt from a real customer account representative resume shows how this skill is central to what a customer account representative does: "communicated by phone and email directly with customers regarding product availability, pricing and order confirmations. "
Patience. While "patience" is last on this skills list, don't underestimate its importance to customer account representative responsibilities. Much of what a customer account representative does relies on this skill, seeing as "representatives should be patient and polite, especially when interacting with dissatisfied customers." Here is a resume example of how this skill is used in the everyday duties of customer account representatives: "displayed patience and attention to customer satisfaction. "
The three companies that hire the most customer account representatives are:
- Rent-A-Center127 customer account representatives jobs
- Copyright Clearance Center11 customer account representatives jobs
- EIS7 customer account representatives jobs
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Compare different customer account representatives
Customer account representative vs. Customer care consultant
Customer service consultants are professionals who offer advice and expertise related to customer service to help improve the business performance of an organization. These consultants are required to interact with customers to handle complaints and provide information about the organization's products and services. They must take orders from customers and obtain correct customer information while processing billings and payments from them. Customer service consultants must also listen to the concerns of their customers as well as identify opportunities to up-sell other products and services.
While similarities exist, there are also some differences between customer account representatives and customer care consultant. For instance, customer account representative responsibilities require skills such as "work ethic," "inbound calls," "account management," and "delinquent accounts." Whereas a customer care consultant is skilled in "home health," "patients," "healthcare professionals," and "patient care." This is part of what separates the two careers.
Customer care consultants earn the highest salaries when working in the health care industry, with an average yearly salary of $74,230. On the other hand, customer account representatives are paid more in the finance industry with an average salary of $37,482.On average, customer care consultants reach higher levels of education than customer account representatives. Customer care consultants are 5.7% more likely to earn a Master's Degree and 1.2% more likely to graduate with a Doctoral Degree.Customer account representative vs. Customer service consultant
A customer service consultant is responsible for addressing the customers' inquiries and concerns regarding the company's services and resolving complaints to provide the best customer service and satisfaction. Customer service consultants also sell new goods and products to the customers, demonstrating features and benefits before proceeding with the orders, payment, and delivery details. They develop excellent sales pitches to attract customer to purchase items which would generate more revenue resources and profits for the business.
Each career also uses different skills, according to real customer account representative resumes. While customer account representative responsibilities can utilize skills like "work ethic," "account management," "delinquent accounts," and "past due accounts," customer service consultants use skills like "strong customer service," "customer service," "strong problem-solving," and "technical problems."
Customer service consultants may earn a higher salary than customer account representatives, but customer service consultants earn the most pay in the technology industry with an average salary of $42,679. On the other hand, customer account representatives receive higher pay in the finance industry, where they earn an average salary of $37,482.In general, customer service consultants achieve similar levels of education than customer account representatives. They're 1.1% more likely to obtain a Master's Degree while being 1.2% more likely to earn a Doctoral Degree.Customer account representative vs. Customer care professional
A customer care professional is in charge of assisting clients with their needs, ensuring efficiency and client satisfaction. They typically manage calls and correspondence where they respond to inquiries, provide technical support, address concerns, and resolve issues promptly and efficiently. They may also offer products or services, process payments or refunds, and enroll clients in company services. Furthermore, as a customer care professional, it is essential to maintain records of all transactions, reporting to managers should there be any complicated issues.
There are many key differences between these two careers, including some of the skills required to perform responsibilities within each role. For example, a customer account representative is likely to be skilled in "work ethic," "inbound calls," "customer orders," and "account management," while a typical customer care professional is skilled in "customer service," "patients," "resourcefulness," and "customer loyalty."
Customer care professionals earn the highest salary when working in the finance industry, where they receive an average salary of $38,772. Comparatively, customer account representatives have the highest earning potential in the finance industry, with an average salary of $37,482.When it comes to education, customer care professionals tend to earn similar degree levels compared to customer account representatives. In fact, they're 0.7% more likely to earn a Master's Degree, and 0.1% more likely to graduate with a Doctoral Degree.Customer account representative vs. Customer associate
A customer associate is responsible for providing the best customer service by assisting the customers with their inquiries and concerns, as well as resolving their complaints, processing replacements, and issuing refunds as needed. Customer associates also sell products and services to the customers, demonstrating product features, and identifying business opportunities to drive more revenues and profits for the business. They must have excellent communication and organizational skills to process orders and payments timely and accurately.
Types of customer account representative
Updated January 8, 2025
