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Title: Account Representative
Reports to: Account Representative Manager
FLSA Status: Hourly
Supervises: None
Expectation of Work Hours: Full-Time

Essential Duties and Responsibilities:

  • Check data accuracy in referrals
  • Input activities into salesforce and other databases
  • Contact Physicians/Nurses/Case Workers to obtain missing information or answer queries
  • Liaise with the Intake department to ensure timely delivery of scripts
  • Maintain and update sales and customer and patient records
  • Manage insurance issues and errors
  • Develop and deliver various sales reports
  • Manage calendars for sales reps
  • Ensure sales targets are met and report any deviations
  • Stay up to date with new products and features


  • Proven work experience as a Sales administrator or Sales support agent
  • Medical Insurance background a plus
  • Hands on experience with CRM software and MS Office (MS Excel in particular)
  • Understanding of sales performance metrics
  • Excellent organizational and multitasking skills
  • A team player with high level of dedication
  • Ability to work under strict deadlines
  • A go-getter who doesn’t need to be told what to do

You will be expected to work during normal business hours, which are Monday through Friday, 8:00 a.m. – 5:00 p.m. Please note this job description is not designed to cover and/or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties and responsibilities may change at any time with or without notice. I have received, reviewed and fully understand this job description. I further understand that I am responsible for the satisfactory execution of the essential functions described therein, under any and all conditions as described.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Account Representative


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