Account Advisor Resume Samples

An Account Advisor is a person who helps out the customers who are confused about picking products or services, or who want additional information on the product or service. While the exact duties tend to vary based on the requirement of the customer, the following are certain core and common tasks identified on the Account Advisor Resumehelping the company by promoting their products and services; informing customers about the services, suggesting products and service that may interest them; escalating the matter to higher officials in case of need, and handling all aspects from complaints to general inquiries.

To succeed in this career, the following skills are needed – the ability to remain calm under pressure; patience; strong knowledge of the company’s product and service; good timekeeping; open-minded attitude; and the ability to handle tough complaints and difficult situations with ease. Formal education beyond a high school diploma is not mandatory.

Account Advisor Resume example

Account Advisor Resume

Headline : To apply skills and knowledge along with obtaining growth in securing an Account Advisor the position that will be beneficial to as well as prospective employers.

Skills : Customer Relations, Problem Resolution.

Description :

    1. Conducted internal and external research to determine and request the data needed to handle inquiries from Subscribers, Beneficiaries, Accounts, or Providers.
    2. Obtained needed external data.
    3. Analyzed and serviced various product lines in the area (i.e., Administrative, Facility, Professional, Special Programs, Medicare/Complementary).
    4. Provided servicing responses by telephone, handwritten/check-off letters, or by a typewritten, self-composed letter.
    5. Initiated status reports to the inquirer when delays occur in responding to an inquiry, as required.
    6. Followed department/corporate reporting requirements (i.e., PCRS, ICS, Special Surveys, and Manual counts).
    7. Organized work to meet National/Corporate/Department Production and Quality Standards.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS


Account Advisor Resume

Summary : Seeking an Account Advisor position in a prestigious company where exceptional administrative skills, outstanding communication, and interpersonal skills will be utilized to its fullest. An expert at handling the medical and administrative functions of a large and fast-paced cooperation.

Skills : Trouble Shooting, Greeting Customers.

Description :

    1. Assisted patients by resolving outstanding balances and insurance issues.
    2. Completed all jobs by the time requested.
    3. Coordinated delivery of large reports with the Manager.
    4. Established payment arrangements for patients with an outstanding balance.
    5. Assisted reps with problem accounts and insurance issues.
    6. Created and modified documents such as invoices, reports, memos, letters, and financial statements using word processing, spreadsheets, and database and/or presentation software such as Microsoft Office, QuickBooks, or other programs.
    7. Engaged broker and group in building successful business relationships.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Business Management


Account Advisor Resume

Summary : Qualified Account Advisor seeking a situation that allows using knowledge to gain business for the company and to bring about positive change. Responsible for assisting callers with inquiries regarding their accounts and current promotions in theirmarket.

Skills : Typing, Outlook, Team Work, Leadership Skills.

Description :

    1. Updated information after each patient was treated.
    2. Provided for treatment and payment coverage.
    3. Received co-payments where appropriate.
    4. Posted, tracked, admitted to rooms, and verifying insurance coverage.
    5. Assisted sales executives and agents with the installation of new accounts.
    6. Developed strong internal and external working relationships that encourage renewal and future business.
    7. Facilitated resolution of administration/service issues relating to claims, billing, and enrollment.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Certificate In Medical

Account Advisor Resume

Objective : Detail-oriented, and result-focused Account Advisor with an extensive background in managing the business for clients. Familiar with the accounting principles and ability to collaborate with the team for solving issues, and improving the efficiency of the client's company.

Skills : Account Development,  Customer Relationship Management, Customer Satisfaction.

Description :

    1. Supervised all financial reports and pricing on an everyday basis and provide NAV for all investments.
    2. Administered all accounts and budgets for various departments, perform audits on tax, and prepare reports for SEC.
    3. Coordinated with internal and external auditors and manage the work of all accountants.
    4. Analyzed management performance and oversaw efficient working of the same.
    5. Collaborated with the accounting and finance team and prepare financial statements on a monthly basis.
    6. Prepared various financial reports and submit them to regulatory agencies.
    7. Coordinated with the chief financial officers and evaluated all fiscal policies and recommend improvements for programs.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BS

Account Advisor Resume

Summary : To process accreditation documents through all phases of the process within established time frames listed in this position description and in accordance with established policies and related Work Instructions.

Skills : Data Entry And CAD, Bilingual In English And Russian.

Description :

    1. Answered, closed, and processed inbound sales calls.
    2. Reviewed and explained invoices, service and equipment features, and account balance.
    3. Applied for adjustments and credits.
    4. Solved service and equipment issues.
    5. Provided customer satisfaction through effective interactions.
    6. Strived for one-call resolution.
    7. Met productivity, quality, and punctuality standards.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Finance In Business

Account Advisor Resume

Summary : To attain a position that allows to use vast knowledge and experience in group medical and specialty benefits, as well as provide challenging opportunities for personal growth and career advancement.

Skills : Written Communication,  Complex Problem Solving, Management Skills.

Description :

    1. Managed the implementation of new and existing large group employers for medical, dental, vision, voluntary benefits, and wellness products.
    2. Created and delivered enrollment presentations via PowerPoint.
    3. Conducted educational seminars and training for employer and employee website portals.
    4. Supported FEDS Open Season and Employees Retirement System of open enrollment meetings for dental offerings.
    5. Worked with three Account Executives, effectively balancing their demands and ensuring the client's needs were met.
    6. Worked internally with Account Implementation, Billing, and Claims departments to resolve escalated issues for customers.
    7. Provided hands-on support for both internal and external partners to increase operational efficiency.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Accounting

Account Advisor Resume

Headline : To obtain a challenging Account Advisor position where I can utilize organizational skills, be a valued team member as well as gain more knowledge and company growth with increasing responsibility.

Skills : Product Knowledge, Customer Interaction.

Description :

    1. Answered inbound phone calls for members and providers regarding benefits and claims requests.
    2. Researched using several computerized systems to resolve simple to complex member and provider inquires.
    3. Analyzed and identified possible system errors and/or patterns and respond to incoming callers regarding adjustments, refunds, edits, and/or payment registers.
    4. Maintained knowledge of required lines of business, changes to applicable company policies/procedures.
    5. Worked with specialized account groups providing benefits and account information to our ASO groups.
    6. Responsible for proper account updates of the group regarding terminations, reactivations, changes of ownership, address updates, and all changes required reported.
    7. Assisted in maintaining a pending log to update supervisor and another department on pending charges.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma

Account Advisor Resume

Headline : To manage a set of accounts to drive customer satisfaction and revenue goals by handling customer calls with a positive problem-solving attitude. Ability, and willingness to close a mix of complex enterprise and more transactional deals.

Skills : Technical Support, Customer Care.

Description :

    1. Coordinated admissions/transfers with the Patient Transfer Center, Physicians' offices, and units within the hospital by the assignment of the appropriate ready bed.
    2. Responsible for coordinating and obtaining bed assignments for all internal patients and all other units within the hospital to ensure proper bed placement.
    3. Communicated with departments for prompt and appropriate placement of patients to the appropriate nursing units.
    4. Registered patients and enters pertinent insurance information and charging.
    5. Maintained communication between patient, family representative, or physician offices for admission requests.
    6. Monitored and answered heavy call volume, giving patient's location to physicians.
    7. Helped to facilitate new projects within the department and with other departments.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Project Management

Account Advisor Resume

Summary : Over 8 years of experience and a proven ability to ensure application issues are resolved in the most effective manner when little to no documentation, policies, or practices exist. Recognized as a team leader for Fiserv, Web Self Service, and Consumer Online applications.

Skills : Accounting Skills, Communication Skills, Customer Service.

Description :

    1. Ensured retention and expansion of group health plans for 30 customers producing $500K annual revenue.
    2. Seamlessly initiated new plan designs during renewals and advised clients daily on how to optimize group health plans.
    3. Prepared Contracts and negotiated rates, prepared and processed legal contracts.
    4. Coordinated and facilitated annual open enrollment meetings for all accounts upon implementation of requested plan updates.
    5. Tripled volume and revenue of the account portfolio initially comprised of just 10 accounts.
    6. Orchestrated 350+ open enrollment meetings in seven states for 50 locations of one of the company's largest accounts..
    7. Enabled providers to deliver patient communications that support healthier living.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Arts

Account Advisor Resume

Summary : Seeking the position of Account Advisor, responsible for managing  integration discussions across third-parties, the client, and the internal Product & Engineering teams and act as an advocate for clients internally while working across many departments to solve problems and achieve results

Skills : Written Communication, Complex Problem Solving.

Description :

    1. Answered inbound calls from members who are inquiring about ways to help pay down their account balance.
    2. Worked as an account advisor to help customers manage their credit scores.
    3. Provided customers with positive credit card education to help them become better prepared financially.
    4. Communicated ways to improve how to increase credit score and decrease possible credit risk.
    5. Reviewed customer's account to prevent any possible fraud from happening that the customer.
    6. Processed a new account by closing the old card and transferring the customer's info to a new card.
    7. Responsible for initial implementation and enrolling new groups in Medical, Dental, and Life plans.
    8. Responsible for resolving specific group/member issues involving claims, billing, enrollment, eligibility, policies/procedures, product, and benefit designs.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Management