Account Services Representative, Sr. jobs in Albany, NY

Account Services Representative, Sr. provides superior customer service to account holders by responding to questions about their account and processing transactions and fills in as teller as needed. May process account openings, closings, and distributions following standard procedures and regulations. Being an Account Services Representative, Sr. resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative, Sr. identifies cross-selling opportunities as appropriate, and may refer customers to other bank resources. Requires a high school diploma or equivalent. Typically reports to a manager. The Account Services Representative, Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be an Account Services Representative, Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)

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Account Manager
  • KPH Healthcare Services
  • Albany, NY FULL_TIME
  • Overview

    Scope of Responsibilities: Works under general supervision to see that the needs of ProAct clients and members are met. Build and maintain relationships with clients, brokers and consultants to maintain and grow ProAct’s book of business.  Relies on experience and judgment to plan and accomplish required tasks and goals.

     

    Travel: Travel required; some overnight travel required.

     

    Job Summary: As the primary point of contact for ProAct clients, the Account Manager is responsible for building relationships with new clients and coordinating internal parties and external vendors to meet and exceed client expectations. The Account Manager will work with operations to ensure proper execution in providing clients and members the best possible service and support. Regular onsite meetings with clients will be held to provide clients with information on their prescription plan and deliver recommendations for cost containment and continuous improvement.

    Responsibilities

     Job Duties:

    • Establish and maintain strong client and business partner relationships
    • Champion the customer/client at all levels internally
    • Adaptable to support incoming new sales
    • Identify needs and requirements to promote Pro Act’s solutions and achieve mutual satisfaction
    • Conduct reviews with existing business on a regular basis to provide insight into their prescription benefit, trends, and costs
    • Respond to clients’ questions and ensure their problems are resolved
    • Assist in the implementation stages of new clients, including employee orientation meetings
    • Assist in the sales process to outline ProAct’s value proposition as it relates to our service offering
    • Responsible for production of employee communication materials
    • Responsible for the management of the renewal process of existing clients
    • Assist in planning and implementing client educational forums and special events
    • Attend on-site client service meetings, employee orientation meetings and health fairs
    • Oversee contract administration
    • Coordinate attendance and exhibits for trade shows, health fairs and all other special events
    • Responsible for completing all mandatory and regulatory training programs
    • Perform other duties as assigned

    Qualifications

    Experience:

    • Preferred: 3-5 years’ previous experience in Account Management, Client Service, or similar customer service-related field. 

     

    Special Conditions of Employment:

    • Drug test
    • Initial and continuous exclusion and sanction/disciplinary monitoring
    • Any and all additional eligibility requirements based on the specific position

     

    Required Training:

    • HIPPA Privacy & Security Course
    • Fraud, Waste and Abuse Course

     

    Job Skill Requirements:

    • Business to business experience required
    • Superior communication skills, both verbal and written
    • Superior organizational skills
    • Ability to multi-task and prioritize
    • Coordinate and lead others in process improvement and change
    • Flexibility and ability to work under and meet deadlines

     

    Educational Requirements:

    • Minimum: Associates Degree in business administration, management, marketing or similar field
    • Preferred: Bachelors Degree in business administration, management, marketing or similar field

     

    Management Skills Required:

    • Client/Customer Service: Must provide timely and accurate responses to all business associates and clients
    • Planning: Must develop effective plans, objectives and goals that achieve desired results in a timely manner
    • Organization: Must organize work in a systematic way, establish clear lines of responsibility, and delegate effectively
    • Communication: Must write and speak clearly and effectively at all levels, listen and be attentive to others
    • Decision Making: Gather, analyze data and make and/or implement effective decisions in a timely manner
    • Technology: Must use technology to its fullest potential to achieve department and corporate goals

     

    Leadership Skills Required:

    • Leadership: Gains acceptance of ideas and accomplishes goals through subordinates, peers and teams
    • Personnel Development: Selects, trains, coaches and develops associates and teams for peak performance
    • Teamwork: Must strengthen team performance by sharing information, establishing guidelines and celebrating success
    • Empowerment: Demonstrates positive and active ownership of one’s responsibilities and fosters the same in others
    • Employee Relations: Provides and solicits constructive feedback, evaluates performance and takes corrective action

     

    Behavioral Traits:

    • Intuitive/Open minded: Must be able to see opportunities, develop and implement creative solutions to complex problems
    • Achievement Drive: Driven to achieve goals, objectives and results. Fosters a culture of continuous improvement
    • Positive/Supportive: Inspires and shows faith in others, builds a positive and supportive work environment
    • Flexibility: Ability to adapt to changing business needs. To balance multiple priorities and deliver under pressure
  • 4 Days Ago

S
Patient Account Representative
  • St. Peters's Surgery & Endoscopy Center
  • Albany, NY FULL_TIME
  • ABOUT US: St. Peter's Surgery & Endoscopy Center is a freestanding ambulatory surgery center specializing in gastroenterology procedures and multispecialty surgeries, Monday - Friday. No nights, weeke...
  • 3 Days Ago

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Account Processing Representative
  • AppleOne
  • Rensselaer, NY FULL_TIME
  • We are currently seeking an experienced Accounts Payable Representative for a top Capital Region company. In this role, you will be responsible for invoicing, A/P, A/R, as well as monthly/quarterly/ye...
  • 12 Days Ago

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Onsite Sr. Coordinator, Site Coverage Inventory Services
  • Avantor
  • Rensselaer, NY FULL_TIME
  • The Opportunity:In this role, you will report to the Onsite Svcs Supervisor and will work closely with the Avantor's Clinical Services professionals to serve our customers by performing customized, mi...
  • 1 Day Ago

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Patient Services Representative (Onsite)
  • GTT, LLC
  • Latham, NY CONTRACTOR
  • Patient Services Representative/Phlebotomist (Onsite) Contract Duration 3-4 months Description: The Patient Services Representative (PSR I) represents the face of our company to patients who come in, ...
  • 1 Month Ago

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Patient Services Representative
  • BrookBeam Dental
  • Albany, NY FULL_TIME
  • Are you a compassionate and organized individual looking to make a positive impact in the dental field? Our bustling dental practice in Albany, NY is seeking a dedicated Patient Services Representativ...
  • 2 Months Ago

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0 Account Services Representative, Sr. jobs found in Albany, NY area

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TeleSales Representative - Remote
  • InsuraTec Services Group
  • Albany, NY
  • TeleSales Representative- Remote Job Description: Are you a self-motivated, driven individual with a passion for sales a...
  • 4/26/2024 12:00:00 AM

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Sales Representative - Remote
  • InsuraTec Services Group
  • Albany, NY
  • Sales Representative - Remote Company: InsuraTec Services Group Location: Remote About Us: InsuraTec Services Group is a...
  • 4/26/2024 12:00:00 AM

A
Mid Market Account Executive
  • ADP
  • Albany, NY
  • ADP is hiring a Sales Representative, Major Accounts. · Are you restless, revved up and ready to get things done? · Does...
  • 4/26/2024 12:00:00 AM

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Ecommerce Sales Representative, FR
  • Afterpay US Services, LLC
  • Albany, NY
  • ???? **Privacy Notice** **Ecommerce Sales Representative, FR** Barcelona / Sales Sales / Permanent Full-time **Join a mo...
  • 4/26/2024 12:00:00 AM

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Salesperson
  • ETS, Inc.
  • Cohoes, NY
  • Base pay ($47,000 - $56,000) + Commission, Excellent Benefits, Monday-Friday Our client provides word-class label printi...
  • 4/25/2024 12:00:00 AM

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Account Executive I
  • Johnson Controls International
  • Colonie, NY
  • Build your best future with the Johnson Controls team As a global leader in smart, healthy and sustainable buildings, ou...
  • 4/24/2024 12:00:00 AM

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Service Account Executive
  • Trane Technologies
  • Latham, NY
  • At Trane TechnologiesTM and through our businesses including Trane® and Thermo King®, we create innovative climate solut...
  • 4/22/2024 12:00:00 AM

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Finance Sales Manager - Remote
  • Doosan Bobcat
  • Albany, NY
  • Job Information There is one opening for a Finance Sales Manager role which requires the employee to be located in PA, M...
  • 4/22/2024 12:00:00 AM

Albany (/ˈɔːlbəni/ (listen) ALL-bə-nee) is the capital of the U.S. state of New York and the seat of Albany County. Albany is located on the west bank of the Hudson River approximately 10 miles (16 km) south of its confluence with the Mohawk River and approximately 135 miles (220 km) north of New York City. Albany is known for its rich history, commerce, culture, architecture, and institutions of higher education. Albany constitutes the economic and cultural core of the Capital District of New York State, which comprises the Albany–Schenectady–Troy, NY Metropolitan Statistical Area, including ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Account Services Representative, Sr. jobs
$45,386 to $57,522
Albany, New York area prices
were up 1.5% from a year ago

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