Commercial Account Specialist Resume Samples

A Commercial Account Specialist handles commercial accounts and specializes in reaching potential commercial customers and serve the needs of the prevailing customers and close sales on behalf of the company. The job description entails maintaining exemplary business relations with dealers, distributors, and customers to bring business. Specific job duties commonly showcased on the Commercial Account Specialist Resume are – contacting potential customers, cold calling, analyzing sales statistics to project sales and prepare budgets, working in tandem with managers and representatives, defining sales strategies, and enhancing the revenue of the company.

Job applicants should be highly effective in communication and have persuasive skills to make good business relationships with customers. They should be service-oriented and be able to help people having a connection with the business. The ability to determine the most beneficial sales strategies is crucial. To become one, possessing a bachelor’s degree in fields such as accounting, marketing, management or finance will be useful.

Commercial Account Specialist Resume example

Commercial Account Specialist Resume

Objective : Licensed insurance professional seeks employment with a growing insurance company to use my negotiation, evaluation, and investigative skills. Seeks a position offering new challenges and opportunities for career growth and advancement.

Skills : Computer Skills, Accounting Skills.

Description :

    1. Managed a book of business for existing commercial accounts.
    2. Placed telephone calls to handle all aspects of commercial customer accounts.
    3. Cultivated and maintained on-going customer relationships.
    4. Maintained customer database through accurate and timely data entry.
    5. Answered inquiries, resolves problems, promotes and sells products/services.
    6. Generatd sales leads.
    7. Provided first line support and coordination of commercial account activities for Business Development Reps.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science


Commercial Account Specialist Resume

Headline : Upbeat, self-starting professional adept at managing multiple projects, providing dedicated customer support, and streamlining office operations for marked productivity gains. Skilled in computer business applications, administrative support, database management, and verbal/written communications. Able to apply technical proficiencies spanning Office, Outlook, and CRM platforms.

Skills : Customer Service , Office Suite, CRM Software, Self-Starter, Filing, Organization, Computer , Data Entry, Transcription, Detail-Oriented, Team Player, Type 60 Wpm.

Description :

    1. Called ahead to customers in advanced as to when services will be rendered and their locations.
    2. Kept customer contracts filed accurately and kept safe.
    3. Ran and completed financial reports for customer accounts fast and accurately.
    4. Entered customer sales fast and accurately to ensure swift services.
    5. Created and reviewed commercial service agreements, sells new business to existing accounts, and converts accounts to a higher level.
    6. Followed up on commercial customers during renewal.
    7. Developed, maintained, and cultivated effective customer relationships with assigned commercial accounts.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Junior
Education
Education
Attended For General Education


Commercial Account Specialist Resume

Headline : Looking for a career in Customer Service, Marketing/Customer Relations, Insurance and/or Management. I have exhibited excellent written, oral and interpersonal communication skills. Working in a challenging, fast paced environment while multi-tasking, brings out my area of expertise. I have many years of management, customer service and office administrative experience.

Skills : Management , Customer Service, Data Entry, Receptionist, Claims Processing, Microsoft Office, Microsoft Word, Microsoft Excel, 10 Key By Touch, Typing 65 WPM, Microsoft Outlook, Marketing, Sales, Retail Sales, Merchandising, Insurance, Multi-Tasking, Organizational , Networking.

Description :

    1. Submitted applications & various supplemental forms to carriers for commercial lines policies.
    2. Handled Customer Complaints.
    3. Worked closely with Sales Executive for new and existing business.
    4. Worked closely with Carriers to provide our Clients optimal coverages.
    5. Completed all binder requests, Certificates and Evidences of Insurance.
    6. Submitted claims to carriers.
    7. Advised and reviewed coverages with clients.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Commercial Account Specialist Resume

Headline : Strong educational background in Collections and Administration. Works effectively with diverse groups. Effective communicator both oral and written Highly trainable and adapts well to changes Professional with and upbeat attitude .A prove leader. Ambitious and hardworking. Committed to excellence.

Skills : Customer Service, Telecommunications.

Description :

    1. Answered commercial client incoming phone calls.
    2. Contacted clients regarding status of accounts.
    3. Completed follow-up calls for quality assurance on services completed.
    4. Entered all sales for the branch.
    5. Handled customer service inquiry correspondence.
    6. Drafted customer service response letters.
    7. Initialized report of client accounts and close out.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
GED

Commercial Account Specialist Resume

Headline : Driven Commercial Account Specialist offering in-depth experience in administration of vital business projects and processes. Excellent communicator and project manager with strengths in daily operations management, workflow improvements and customer service. Seeking to work with established company in the Administration field.

Skills : Microsoft Office, Security, Security Management, Security Training, Recruiting, Client Management, Client Services, Scheduling, Payroll, Human Resources.

Description :

    1. Achieved sales goals by informing our customers what is beneficial for their property for better presentation.
    2. Prepared vendor invoices and processed incoming payments.
    3. Leveraged advanced skills and training to support operational needs of multiple departments.
    4. Met challenging quotas for productivity of new business and accuracy of work.
    5. Provided complete meeting support including preparing materials and taking notes.
    6. Received, screened and routed incoming calls.
    7. Sourced vendors for special project needs and negotiated contracts.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associate Of Science

Commercial Account Specialist Resume

Objective : Seeking an employment venture that presents a challenge while allowing me the opportunity to use my strong organizational skills and my ability to work well with others.

Skills : SAP FI, Database Experience, Internal Audit Knowledge, Understanding Contracts, Planned, Tested & Trained For Offsite Database, Exceptional Communication.

Description :

    1. Responsible for Excellent Customer Service Responsible for answering phones, fielding concerns and requests made by customers and following up as needed, i.e.
    2. Set up service calls for retreatment or researching a misapplied payment, creating and sending proposals to customer for renewal and new service.
    3. Responsible for calling and collecting on A/R, keeping all accounts current and under 60 days past due.
    4. Responsible for updating and keeping current records and files on each and every customer, including but not limited to preparing and sending out renewals to customers on a yearly basis as needed per contract.
    5. Responsible for scheduling the routes for Commercial technicians and ensuring that each customer is treated in a timely manner according to the program that is set up on their account.
    6. Responsible in assisting the Business Development Representative in working with customers and verifying proper paperwork to Win proposals in Salesforce.
    7. Responsible for ensuring data entry crosses over properly to Mission (our customer database).
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Diploma

Commercial Account Specialist Resume

Headline : Seeking a Commercial Account Specialist position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.

Skills : Computer Skills, Planning Skills.

Description :

    1. Maintained base of business accounts vulnerable to competition through extensive use of beneficial services and promotions.
    2. Sold AT&T services and responded to inbound inquiries on new and existing accounts.
    3. Consistently met monthly sales quotas and participated in a company commission plan.
    4. Served in many administrative positions; systems material expert, team leader, senior support representative and systems trainer.
    5. Experienced in varied fields including telecommunications, manufacturing, retail and banking.
    6. Responsible for identifying and pursing any up sell opportunities with current customers Including any other duty assigned to me by management.
    7. Handled all incoming business and client requests for information.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BA In Liberal Arts

Commercial Account Specialist Resume

Summary : Commercial Account Specialist professional offering versatile office skills and proficiency in Microsoft Office programs. Strong planner and problem solver who readily adapts to change, works independently and exceeds expectations. Able to juggle multiple priorities and meet tight deadlines without compromising quality.

Skills : Microsoft Office, Listening, Verbal And Written Communication, Organizational , Office Administration, Telephone , Conflict Resolution.

Description :

    1. Made collection calls on past due accounts.
    2. Audited new account information as well as setting up new accounts.
    3. Dispatched routes for Specialists.
    4. Created and maintained Excel reports.
    5. Entered cash/post the deposit received daily.
    6. Balanced the month accounts.
    7. Processed marketing & follow-up letters for prospective clientele & current insured's.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BA In Liberal Arts

Commercial Account Specialist Resume

Summary : Respected Commercial Account Specialist professional with 15 year career leading sales operations for high-growth initiatives. Extensive expertise in client needs analysis with consultative approach to sales. Repeated success guiding sizeable, cross-functional teams in driving record-setting sales.

Skills : Management, Microsoft, Leadership, Leadership, Accounts Payable, Accounts Payable.

Description :

    1. Experienced as a lawn care salesmen Running leads, cold calling, door to door and training salesmen Experience as a Quality Assurance Supervisor, Quality Technician and Quality Auditor Familiar with Microsoft Office, word processing, and spreadsheet software Experience with product presentation, hiring, training, supervising numerous employees, driving sales through advertising and excellent customer service, managing inventory, expenses and payroll.
    2. Wrote policies and procedures and control plans and creation of quality forms, product inspection and testing, review of design drawings, Customer complaint investigation and corrective action recommendation, Production process improvement and corrective action implementation, Collaboration with suppliers to review, analyze and make recommendations to facilitate the receipt of high quality goods, review of the actions taken by suppliers to ensure the effectiveness of changes made.
    3. Processed inspection, audit control plans, QDR flow, JIT good/bad part movement, JIT revision log, packing specifications, nonconformance reports, quality document.
    4. Prepared full presentations of new and renewing business policies for Sales Executive to deliver & review with client.
    5. Handled day-to-day account activities for commercial customers.
    6. Acted as a liaison between the branch and the customer in order to achieve the highest level of customer satisfaction.
    7. Contacted customers regarding outstanding commercial account balances to achieve branch and company receivable objectives.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
GED

Commercial Account Specialist Resume

Summary : Motivated Commercial Account Specialist professional with 15 years' customer service experience including 5 years in a fast-paced medical billing office. Highly skilled at analyzing and validating patient information and working with insurances to generate high volume of completed files to achieve revenue goals.

Skills : Typing 45 Wpm , Inbound/Outbound Calling , Quickbooks, Administrative Support, Commercial Account Management, Accounts Receivable, Data Entry, Microsoft Office, Outlook/Excel/Word, Sales, Up Sell, Account Management, Accounts Receivable, Accounts Payable, Sales Force.

Description :

    1. Monitored accounts receivable by age from date of service and patient.
    2. Communicated with insurance carriers, patients, as well as medical office and hospital staff to appropriately adjudicate patient accounts.
    3. Followed strict guidelines when taking contractual adjustments off of gross charges, or writing off a charge or portion of a charge to bad debt.
    4. Prevented Timely Filing denials by strict adherence to guidelines set by carrier.
    5. Followed established guidelines and utilize the information system tools to provide an audit trail on each patient account.
    6. Paid close attention to correspondence from carriers and patients with a goal toward expedient resolution to outstanding claims and cash collections.
    7. Provided assistance to other teams as requested.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Associate Of Science