Account Specialist Responsibilities and Duties

Coordinate with Account Managers in managing account activities and processes.

Analyze and manage account renewal process.

Analyze and resolve client queries in accurate and timely manner.

Maintain positive working relationship with clients for business growth.

Develop effective business presentations according to the client needs.

Develop and maintain client reports.

Review reports for accuracy and integrity.

Manage endorsement requests and change requests from customers.

Develop account management plan to meet business objectives.

Provide excellent customer service to ensure customer satisfaction.

Organize staff training for performance and skill developments.

Ensure client deliverables are in accordance with company standards.

Execute and manage assigned work within allotted timeline and budget.

Review and manage fund transactions, payments, invoicing, remittance, etc.

Organize account meetings and provide agendas and meeting notes.

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