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Lead Account Specialist Resume Example

Resume Score: 80%

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LEAD ACCOUNT SPECIALIST
Summary
Skills
  • Fluent in Hindi, Punjabi
  • Account updating
  • Sales and marketing
  • Customer needs assessment
  • Account management
  • Client rapport
  • Issue resolution
  • Interpersonal and written communication
  • Microsoft Office expertise
  • Database maintenance
  • Employee coaching
  • Project management abilities
  • Cross-functional collaboration
  • Data evaluation
  • Active listening
  • Business development understanding
  • Call center experience
  • Technologically savvy
  • Customer relations
  • System implementation
  • High-energy attitude
  • Report creation
Experience
Lead Account Specialist|Northwell Health Laboratory - Lake Success, NY|01/2021 - Current
  • Lead and guide the Account Specialist group in the performance of duties; address more complex assignments, as needed
  • Training new staff members and on-going educational programs for staff; assist in prioritizing, scheduling, assigning and monitoring work to optimize operational services
  • Perform all functions of an account specialist; oversee client activity each day to assure that work is performed in a timely efficient manner
  • Maintain up-to-date account and contact information; provide service to clients by proactively contacting the clients at regular intervals
  • Coordinate with other departments to achieve resolution to customer questions/concerns; conduct client surveys to determine revenue potential
  • Forward sales and marketing related information to sales personnel to have clients/laboratory in the loop
  • Inform clients of new products and services and make up-sell attempts; provide new clients with pertinent lab related material
  • Coordinates and act as a liaison between clients and laboratory staff
Account Specialist|Northwell Health Laboratory - Lake Success, NY|08/2017 - 01/2021
  • Manage clientele and provide excellent customer service in on-boarding new clients and high priority accounts
  • Generate reports for client specific requests as well as daily reports for nursing homes, hospitals and outpatient clients
  • Contact clients and maintain a good rapport, up-sell, and compile sales and marketing data for the sales department
  • Monitor client orders and provide responsive, accurate information and solutions to relatively complex laboratory issues and inquiries such as test inquiries, test verifications, cancelations, etc
  • Assist the sales team in the on-boarding process of new clients as well as maintaining high priority/sensitive accounts
  • Collaborate with the sales team to assure current and new clients are up to date with procedures and policies as well as relaying laboratory/client issues such as delays, cancelations, EMR issues, etc
  • Act as a liaison between the laboratory and clients with issues, inquiries and resolutions
  • Troubleshoot and problem solve based on client daily pending reports, cancels and questions/concerns
  • Assist Client Services with in-bound calls as needed
  • Analyze data downloaded from Cerner EHR Platform, Millennium
  • Create and document any outliers downloaded from the EHR and send to client
  • Supervise Special Handling staff in absence of the Supervisor
Client Service Representative|Northwell Health Laboratory - Lake Success, NY|04/2012 - 08/2017
  • Assist and problem solve issues for hospitals, nursing homes, practices, laboratories, clinics, as well as patients
  • Demonstrated courtesy and professionalism on the telephone while adhering to the guidelines of First Call Resolution
  • Provided telephone coverage convey information and answered questions involving relatively complex laboratory issues such as test cancellations, adding additional tests, specimen clarification, etc
  • Conformed to departmental productivity standards for each function performed by the Client Services department
  • Provided verbal, printed, and faxed results requested by clients via telephone as well as calling critical, cancelled, and STAT results to clients
  • Notified clients of problem specimens in a timely manner and accurately accessed and entered information into the Laboratory computer systems
  • Completed and maintained records and logs in a manner that demonstrates compliance and careful record keeping such as change of DOBs, name changes/corrections, client information, etc
  • Coordinated and acted as liaison between clients and Core Laboratories staff
  • Demonstrated awareness and compliance of HIPPA regulations such as sharing patient information and releasing patients information to clients
Sales Associate|Party City - Lake Success, NY|08/2011 - 04/2012
  • Delivered exceptional customer service through personal contact with customers
  • Assisted in ensuring data integrity and ensure proper labeling and signing
  • Was responsible for maintaining assigned sections in store as determined by General Manager
Education and Training
Adelphi University|Garden City, NY|05/2019MBA: Business Management
Adelphi University|Garden City, NY|05/2013Bachelor of Science: Marketing
Extracurricular/Certifications & Licences
  • President of Desi Club at Adelphi now known as SASA(South Asian Student Association)
  • Helped start an organization to raise awareness at Adelphi on Sikhism called Sikh Club
  • Volunteered at Parker Jewish Nursing Home
  • Data Fluency: Exploring and describing
  • Excel Statistic Training Level 1
  • Learning Data Analytics
  • Learning Salesforce
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • Northwell Health Laboratory
  • Party City

School Attended

  • Adelphi University

Job Titles Held:

  • Lead Account Specialist
  • Account Specialist
  • Client Service Representative
  • Sales Associate

Degrees

  • MBA : Business Management
    Bachelor of Science : Marketing

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