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Oversees and/or handles the service, solicitation, or sale of certain accounts, with duties entailing estimating and analyzing records of present and past operations, trends and costs, estimated and realized revenue, administrative commitments, and obligations incurred. Finds and contacts potential new customers in order to grow the membership base and revenue in a designated territory. : Cultivates and maintains favorable contact with accounts of the organization for the sale of products and services in assigned area or territory. Sustains a record of high sales achievement. Demonstrates complete knowledge of organization's policies, products, and/or services. Communicates directly with new and existing customers or clients to explain features and merits of products or services offered. Demonstrates product or services and provides assistance in the best application of products or services. Answers all questions concerning a product or service, with appropriate coordination of sales negotiations where required. Closes transactions and takes orders. Investigates product/service warranty claims to ensure resolution within organization policies. Calculates and quotes prices. Analyzes and interprets records of present and past sales, trends and costs, estimated and realized revenue, administrative commitments, and obligations incurred for management. Submits time and expense reports to management. May coordinate company technical engineering support and services to ascertain customers needs. May specialize in a specific product or service. May be responsible for sales budget. May attend trade shows and conferences.

Account Services Director

Oversees, leads, directs, and manages the account services group. Facilitates new business growth with existing clients to generate additional revenue. Manages relationships, generates revenue within client base, and provides client support at the organizational level. Partners with the account management staff in the development of strategic solutions and business development. Manages on-boarding of new business into account services team.: Coordinates with the account management staff on customer-specific items. Assumes responsibility for client retention and satisfaction. Leads in developing business from select prospects, in coordination with top management goals and objectives. Supports top management with client presentations, and collaborates with marketing on various conferences and/or presentations. Coordinates customer visits and other day-to-day activities with the account management staff. Schedules and participates in annual client reviews. Coordinates reporting needs from each group and works to deliver standard reporting instruments. Schedules and manages various in-market activities and events. Drives service and reporting standards within group for assigned accounts. Controls costs with focus on improving yield through collaboration with other internal operating teams. Assures smooth billing/invoicing process and account receivable collection. Conducts orientation sessions on-site, or via web technology for specific clients. Keeps abreast of emerging technology changes and innovations through formal or informal study, reading business and professional publications, networking, and participation in professional organizations. Utilizes superior communications skills to motivate staff and develop effective working relationships with peers, executives, and clients. Oversees and manages the professional development and productivity of staff members to ensure proper goals, training, professional development, and project requirements are met. Addresses employee performance problems in accordance with personnel policies of the organization. Coaches, trains, and mentors direct reports, and provides career development opportunities though active recruitment, training, and quality management activities. Conducts annual performance reviews for all staff within department.

Account Executive Advertising

Promotes, plans, develops, coordinates, and directs advertising campaign for clients of advertising agency. Confers with client to determine advertising requirements and budgetary limitations, utilizing knowledge of product or service to be advertised, media capabilities, and audience characteristics. Confers with agency artists, copywriters, photographers, and other media-production specialists to select media to be used and to estimate costs. Requires a four-year college degree in a related field in addition to job related experience.: Submits proposed program and estimated budget to client for approval. Coordinates activities of workers engaged in marketing research, writing copy, laying out artwork, purchasing media time and space, developing special displays and promotional items, and performing other media-production activities, in order to carry out approved campaign.

Account Installation Specialist Associate

Administers the installation of assigned accounts under general direction including, but not limited to, structure and billing setup, eligibility collection, database loading, and preparation of plan materials, such as administrative documents and customer education materials.: Provides support to assigned accounts by responding to inquiries and resolving issues of concern. May provide guidance or expertise to less experienced representatives.

Advertising Account Executive

Account Supervisor

Supervises the servicing or sale of certain accounts, with duties entailing estimating expenditures expected and submits to management. Analyzes records of present and past operations, trends and costs, estimated and realized revenue, administrative commitments, and obligations incurred. Typically reports to Account Manager Sales, or equivalent manager, and is the first level of supervision.: Interprets accounts and records to management. Usually a position that requires sales activities.

Account Coordinator

Coordinates new and existing regional and/or national accounts, focusing on client satisfaction, revenue optimization, and account growth. Communicates with clients on a regular basis, providing support, marketing ideas, product updates, and reporting. Maintains knowledge and trends of clients' industries, and establishes and maintains strong relationships within these industries. Organizes advertising and coordinates scheduling and promotions to ensure client satisfaction and project completion. Assists Account Executives in maintaining and nurturing client relationships.: Supports account team in daily program management activities, such as media tracking, list building, Internet research, copy editing, crafting materials, coordinating scheduling and promotions, conducting pitch calls, developing data bases, implementing strategies and research projects, coordinating mailings, assembling press packets, training kits or other materials, and general office and client support. Participates in internal client brainstorming sessions by offering ideas for each project. Makes recommendations to project lead on how to improve a project. Collaborates with project/team lead to effectively complete scope of work so that it is top quality but also within the terms of the contract. Assists in managing vendor relationships to ensure deliverables are produced accurately, on time, and within budget. Provides research, data consolidation, and recommendation development used to create internal reports, process documents, and/or industry trend reporting. Serves as a liaison for the account team to marketing team members and the Corporate Communications Department for the dissemination of information. Executes strategies through writing, editing, proofreading, desktop publishing, and web content. Schedules client meetings and teleconferences for team and helps prepare materials for them. Coordinates event logistics. Represents organization at industry or skill specific meetings or conferences. Crafts audits that can be included in communications plans. Creates work plans, and meets project deadlines as set by team lead. Provides administrative support when necessary.

Account Specialist

Cultivates and maintains favorable contact with key and major accounts of the organization for the sale of products and services in assigned area or territory. This level is distinguished from lower-level Sales Representative positions by the size and nature of the accounts. Solicits potential new key accounts. Sustains a record of high sales achievement. Demonstrates complete knowledge of organization's policies, products and/or services. To carry out the responsibilities at this level typically requires a college degree or equivalent education and/or experience.: Communicates directly with new and existing customers or clients to explain features and merits of products or services offered. Demonstrates product or services and provides assistance in the best application of products or services. Answers all questions concerning a product or service, with appropriate coordination of sales negotiations where required. Closes transactions and takes orders. Investigates product/service warranty claims to ensure resolution within organization policies. Calculates and quotes prices. Analyzes and interprets records of present and past sales, trends and costs, estimated and realized revenue, administrative commitments, and obligations incurred for management. Submits time and expense reports to management. May coordinate company technical engineering support and services to ascertain customers needs. May specialize in a specific product or service.

Premium Billing Account Analyst (Entry)

Responsible for group insurance customer billing and accounts receivable. Performs work under direct supervision.: Responsible for group insurance customer billing and accounts receivable. Performs work under direct supervision. Contacts customers by telephone and mail regarding payments, banking programs, billing options, account reconciliations, collections, cancellations and lapses. Discusses reinstatements with customers. Analyzes and reports financial information. Interacts with other departments and performs special tasks to obtain and/or coordinate customer billing and accounts receivable information. This is an entry level position that typically does not require experience.

Premium Billing Account Analyst

Coordinates and analyzes group insurance customer billing and accounts receivable. Performs most work independent of direct supervision. Typically requires a minimum of one year of experience in customer billing and accounts receivable.: Contacts customers by telephone and mail regarding payments, banking programs, billing options, account reconciliations, collections, cancellations, and lapses. Discusses reinstatements with customers. Analyzes and reports financial information. Interacts with other departments and performs special tasks to obtain and/or coordinate customer billing and accounts receivable information.

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