Account Services Representative Jobs
Account Services Representative jobs are open across insurance, financial services, healthcare, and telecommunications, at every level from entry-level to senior, with specializations in client retention, billing support, and policy administration. Scan the live roles below and apply to whichever ones fit.
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Showing 4 of 20+ Account Services Representative jobs
About the Role:
The ideal candidate will demonstrate strong attention to detail, a commitment to service excellence, and a high level of professionalism. They must possess excellent organizational skills, the capacity to manage multiple priorities effectively, proficiency in problem-solving and decision-making, and a comprehensive understanding of Microsoft Office applications, specifically Excel and Word.
Preferred Qualifications:
- Strong written communication skills with the ability to compose clear and professional correspondence.
- Proficiency in Microsoft Word and basic computer skills.
- Ability to manage multiple customer accounts and prioritize tasks effectively.
- Ability to work collaboratively in a team-oriented environment.
Duties and Responsibilities:
- Answering switchboard
- Respond promptly and professionally to customer inquiries via phone, email, and written correspondence.
- Maintain accurate and up-to-date client account information using company systems and Microsoft Excel and Word
- Verifying, entering, creating, and maintaining accounts (checking, savings, certificate of deposits, individual retirement accounts, and debit cards)
- Assisting customers with account information and general questions (mobile and internet banking, bill pay, and debit cards)
- Initiating stop payments, statement requests, and transfers via phone
- Sorting, scanning, indexing, and filing important documents
- Balancing accounts
- Submitting ACH files
- Processing official checks and money orders
- Processing reclamations and verification of deposit accounts
- Assisting branch personnel
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Find JobsAccount Services Representative Job Market
Who's Hiring
Top Industries Hiring
- Insurance
- Manufacturing
What Employers Look For
The qualifications that appear most often in account services representative jobs.
- One to three years of experience in customer service, account management, or client support roles
- Proficiency with CRM software and standard office productivity tools
- Strong written and verbal communication skills for client-facing correspondence
- Experience handling billing inquiries, account adjustments, or renewal processes
- High school diploma or associate degree, with a bachelor's degree preferred for some employers
- Ability to manage a high volume of accounts and prioritize competing client needs
Tips for Your Account Services Representative Job Search
Tailor your resume to the posting
Account services representative postings vary widely between industries. A role at an insurance carrier will emphasize policy knowledge and claims handling, while a telecom role prioritizes billing systems. Mirror the exact language from the job description so your resume clears the ATS screening.
Highlight retention and renewal metrics
Hiring managers in this role want proof you can keep accounts active, not just manage them. Pull any figures from your work history around renewal rates, customer satisfaction scores, or resolved escalations and lead your experience bullets with those outcomes.
Apply early to roles that fit
Migrate Mate lists account services representative openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for scenario-based interview questions
Interviewers for account services roles routinely ask how you handled a dissatisfied client or a billing dispute. Write out two or three real examples using the situation, action, and result format before your interview so your answers are concrete and specific.
Get comfortable with CRM platforms before applying
Most account services representative postings list proficiency with CRM software as a requirement. If your current experience is limited to one platform, spend time with free trials or tutorials on others you see listed frequently in the roles you want.
Follow up after interviews with specifics
A generic thank-you note won't distinguish you. Reference one specific topic from the conversation, such as a client challenge the team mentioned, and briefly connect it to something in your background. It signals you were listening and that you understand the role.
Account Services Representative Jobs: Frequently Asked Questions
Which companies are hiring the most account services representatives?
Brooks Rehabilitation, Blue Shield of California, and PUMA are hiring the most account services representatives right now, with openings concentrated in Florida, California, and Minnesota, based on current listings on Migrate Mate as of November 2026. Industries with the highest volume of openings include insurance carriers, financial services firms, and healthcare billing organizations.
How many account services representative jobs are remote?
About 73% of account services representative openings are fully remote or hybrid as of November 2026, with remote availability concentrated in billing support, policy services, and inbound account management. Roles that require in-person client visits or on-site coordination with operations teams are more likely to be fully on-site.
How do you become an account services representative?
Start by building experience in customer-facing roles such as customer service, inside sales, or administrative support. Develop familiarity with CRM platforms and practice clear written communication. When applying, target industries where you have product or process knowledge, since employers in insurance, financial services, and healthcare often prefer candidates who already understand their core operations.
Can you get hired as an account services representative with little experience?
Yes, many employers hire account services representatives with limited formal experience if you can demonstrate strong communication skills and comfort with detail-oriented work. Emphasize any experience managing customer issues, handling data entry accurately, or coordinating between teams. Entry-level postings in insurance and healthcare billing are among the most accessible starting points in this field.
What does the account services representative interview process look like?
The process typically starts with a phone screen focused on your communication style and relevant work history, followed by one or two interviews with a hiring manager or team lead. You should expect scenario questions about handling difficult clients, resolving billing disputes, and managing competing priorities. Some employers include a short written exercise or a skills assessment on their internal systems.
Where can I find and apply to account services representative jobs?
You can find and apply to account services representative jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your background and experience level, then apply directly to each listing that fits.
See All 20 Account Services Representative Jobs
Find roles that match your experience and apply in just a few clicks.
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