Main Responsibilities and Required Skills for Account Administrator
An account administrator is a person who has the ability to manage and make changes to the accounts of an organization. She or he has the power to set up or make changes to your account. In this blog post we describe the primary responsibilities and the most in-demand hard and soft skills for account administrators.
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Main Responsibilities of Account Administrator
The following list describes the typical responsibilities of an account administrator:
Adjust
Adjust effectively to work within new work structures, processes, requirements, or cultures.
Administer
Administer process for providing Sales Team with accurate and timely promotional contracts.
Advise
Advise Facilities of all breakdown and maintenance needs immediately.
Advise the Manager of all serious complaints or incidences.
Answer
Answer phones and direct calls.
Assist in
Assist account coordinator with onboarding of new clients.
Assist and advocate for clients regarding financial matters.
Assist and back-up Customer Support Manager as required.
Assist Business Development Specialist with repayments, receivables, and collections.
Assist in maintaining vehicle inventory for vehicle aging and first-in first-out process.
Assist in maintaining vehicle inventory for vehicle aging and first-in\first-out process.
Assist in preparation and processing of post-sale information to managers and customers.
Assist in scheduling vehicles on line for review.
Assist in scheduling vehicles online for review.
Assist in the review and research of all dispute rejected claims to determine next steps.
Assist other team members with opening, billing and closing accounts as volumes warrant.
Assist Sales Team in coordinating events, including trade shows, meetings, and client market visits.
Assist Sales Team in creating sales presentations.
Assist supervisor with activities surrounding periodic account billing.
Assist team with the production of regular client reports.
Assist the account administration team with other tasks and projects as needed.
Assist the Game Support Manager by reviewing one-off cases requiring investigation.
Assist with and perform various administrative and clerical duties relating to the sale.
Assist with Client and Team Presentations.
Assist with completion and approvals for banking documents.
Assist with the analysis / recommendations of improvements to work processes and procedures.
Assist with the review of the annual agency financial statements (example FORM 300).
Build
Build strong working relationships with rest of team to improve outcomes for the team.
Claim
Claim analysis for eligibility to be on Retro Program.
Communicate
Communicate with customer for failed post sale inspections or arbitration.
Compare
Compares data from different sources to draw conclusions.
Complete
Complete activity support in EPIC.
Complete banking summaries for clients within agreed timeframes.
Complete reports and updates as required.
Compliance
Compliance with unit processes and procedures.
Coordinate
Coordinate and communicate with impacted constituencies.
Coordinate and conduct periodic reviews of unique assets maintained on the core account system.
Coordinate client meetings, internal meetings and special events.
Coordinate communication of renewal information working closely with EH&B account service team.
Coordinate transaction documentation with the Account Team.
Craft
Craft traditional and digital media plans with strategic planning approaches.
Create
Create, change, and delete user accounts per request.
Create yearly financial plans for clients.
Develop
Develop and maintain basic knowledge and understanding of the company's operations and procedures.
Drive
Drive for continuous improvement and education.
Ensure
Ensure on-going compliance with domicile captive insurance regulations.
Ensure processing is within regulatory and firm guidelines for advisory accounts.
Ensure that the account codes are understood and correctly applied.
Enter
Enter and reconcile Client promotions in GenWeb program.
Enter condition reports into AMS.
Enter repairs and condition reports into V-Trace.
Escalate
Escalate issues and identifies solutions.
Focused
Focused on the outcome for the team and company.
Follow
Follow up on outstanding receivables with customers.
Gather
Gather and prepare material required by Senior Manager's for presentations, meetings, etc..
Give
Give any general support needed.
Handle
Handle any termination requests.
Handle customer complaints via letters, email or over the phone.
Handle paperwork and transportation for units going to dealerships for warranty work.
Host
Host entry level product training sessions.
Identify
Identify and understand issues, problems, and opportunities.
Identify areas of opportunity for improving the product and user experience.
Interface with
Interface with Customers and Clients to ensure outstanding customer service.
Investigate
Investigate and resolve payment queries.
Investigate EDI issues causing transmission errors.
Investigate outstanding issues on client accounts.
Liaise with
Liaise with Financial Services on behalf of PIs / FFMs regarding after the fact audits.
Liaise with clients on their public notice assignments.
Liaise with external parties such as public trustee & community service workers.
Load
Load inventory into Live Block and assist with other internet activities.
Log
Log all sales, returns and payments in the sales tracking report.
Maintain
Maintain accounting records for expenditure recoverable from tenants.
Maintain a good flow of communication with the all auction personnel.
Maintain and update Account templates.
Maintain a professional appearance and a neat work environment consistent with the Employee Handbook.
Maintain a professional appearance, orderly work environment and friendly disposition.
Maintain availability for special projects requested by management and clients.
Maintain client and office databases.
Maintain client contact as needed.
Maintain client files in accordance with the Marsh standard filing system.
Maintain confidentiality at all times.
Maintain effectiveness when experiencing major changes in personal work tasks or work environment.
Maintain efficient forms management process through consistent application and training.
Maintain inventory for vehicle aging and first in / first out process.
Maintain knowledge of DMV laws and regulations pertaining to titles.
Maintain operational, configuration, or other procedures.
Maintain stable performance under pressure or opposition (such as time pressure or job ambiguity).
Maintain various files and confidential data.
Make
Make sure all area conditions do not threaten employee or customer safety.
Make sure all Department area conditions do not threaten employee or customer safety.
Make sure customers receive prompt, efficient and courteous attention.
Make sure customers receive prompt, efficient and courteous attention from all employees.
Manage
Manage administrative tasks.
Manage all assigned orders with care and accuracy to ensure required delivery schedule.
Manage and answer incoming Account Support and Hacked Account tickets.
Manage customer service inquiries received via phone, email, and portal / app.
Manage others in order to create a professional and positive working environment.
Manage timelines and monitor assigned tasks and projects.
Meet
Meet or exceed established and communicated efficiency and accuracy metrics.
Monitor
Monitor and document team and client activities to prevent and detect problems.
Monitor other finance related documents as directed by supervisors.
Monitor web sites, Customer accounts and trackers.
Participate
Participate in customer meetings and visits as required.
Perform
Perform accounting adjustments (journal transfers for cost sharing / recovery, etc.).
Perform all duties assigned by the General Manager or designated manager.
Perform all duties assigned by the supervisor.
Perform customer service transactions as described in the account contract.
Perform other duties and responsibilities as assigned.
Perform other job-related duties as assigned.
Perform regular file archival and purge as necessary.
Plan
Plan and complete the annual audit for clients.
Post
Post charges to vehicle account.
Practice
Practice and promote teamwork at all times.
Practice proper loss prevention and reaction procedures.
Prepare
Prepare bank deposits and cash disbursements.
Prepare memos and other correspondence.
Prepare purchase orders, job sheets, invoices.
Prepare regulatory filings.
Prepare titles, contracts, bills of sale, pre / post sale reports.
Prepare titles, contracts, pre-sale and post-sale reports, bill of sale and post charges incurred.
Print stickers for sale per OHA guidelines.
Print stickers for sale per PRIDE guidelines.
Process
Process all orders to send to the distribution facility.
Process all payments onto appropriate customer accounts for pre-payment requests.
Process all return and price protection requests from the various internal business teams.
Process billing and invoices for new jobs.
Process invoices and billing.
Process orders to send to the distribution facility.
Process paperwork and checks following the sale, provide necessary paperwork to customers.
Process tenant refunds as instructed by surveyors.
Produce
Produce completion statements relating to property sales and the end of tenants' leases.
Produce confidential reports and correspondence for the Manager.
Provide
Provide accurate, friendly quality service to customers when processing customer transactions.
Provide all necessary administrative support to the accountant.
Provide all necessary administrative support to the Project Manager.
Provide back-up support to the other Account Administrators and reception as required.
Provide EDI support to Order Management and Supply Chain teams.
Provide ongoing customer support where working on weekends may be required.
Provide prompt and courteous service at all times.
Provide quality customer service to assigned customers.
Provide quality service to customers for vehicle pick-up's and disposition.
Provide status reports and communicate regularly with clients.
Quote
Quote and invoice Client based on work completed.
Reconcile
Reconcile cash and investment accounts.
Repair
Repair and recover from hardware or software failures.
Report
Report all incidents immediately.
Report all incidents to the Manager immediately.
Represent
Represent vehicles on the block or attend block with sales representative on sale day.
Research
Research and recommend media options for our clients.
Research and resolve issues, errors or billing discrepancies in a timely manner.
Resolve
Resolve any customer complaints in a friendly, courteous manner.
Respond
Respond in a timely manner to all customer inquiries relating to vehicles and titles.
Respond to all client and participant customer service inquiries within four hours.
Respond to customer inquiries pertaining to vehicles and titles.
Respond to customer inquiries relating to vehicles and titles.
Review
Review, analyze, and distribute information regularly based on observation and trends.
Review and approves other documents as determined by the direct supervisors.
Review and offer all applicable coverage to avoid any E& O.
Review CR / vehicle and sets work orders in V-Trace for Mechanical and Body Shop.
Review CR / vehicle and set work orders in V-Trace for Mechanical and Body Shop.
Review new account coding on the trust accounting system to ensure data has been accurately input.
Review weekly reports, process product returns and credits and run invoices.
Schedule
Schedule client installations or repairs.
Schedule vehicle pick-up and disposition.
Schedule vehicles for pick up location.
Set
Set a good personal example of attitude and performance.
Set high standards of performance for self.
Set the order of the sale and ensure accurate preparation of contracts.
Submit
Submit daily operations report to manager.
Support
Support annual renewal process for assigned book of business.
Support Business Development Specialist and reconcile promotions in the clients portals / system.
Support in collections as required.
Support in opening claims in internal database and triaging of claims assignments.
Support in processing cheque requests.
Support onboarding process for new clients.
Track
Track and reconcile claims activity.
Troubleshoot
Troubleshoot and resolve transactional problems to minimize overall processing turnaround time.
Understand
Understand and adhere to departmental policies and procedures.
Understand and adhere to service standards in accordance with Specialty Risk guidelines.
Understand and applies University and Granting Agency Policies / Procedures.
Understand and apply best business practices towards compliance and internal controls.
Undertake
Undertake key aspects of administration for the Account Team.
Update
Update core account system with beneficial ownership information submitted by front office teams.
Verify
Verify inventory availability.
Verify that correct repair charges are submitted.
Verify that vehicle information is accurately recorded and numbered for sale.
Verify that vehicle information is accurately recorded and numbered for the sale.
Verify the correct repair charges are submitted.
Verify title, bill of sale and VIN number are accurately recorded.
Work with
Work closely with Sales Team Leader and other support personnel.
Work collaboratively with Manager and colleagues on special projects and assignments as required.
Work with Consignment Sales to issue customer numbers.
Work with Examiners to facilitate payment cash calls and scheme advances.
Work with Finance to ensure smooth cheque / payment issuance workflow.
Work with the entire team to better serve our customers.
Work with the wider client accounting team to ensure workload is effectively managed.
Most In-demand Hard Skills
The following list describes the most required technical skills of an Account Administrator:
Microsoft Office Products
Auction Office
Maintain A Valid Driver'S License
Federal Laws
MS Excel
MS Word
Accounting
Auction Shops
Outlook
Most In-demand Soft Skills
The following list describes the most required soft skills of an Account Administrator:
Written and oral communication skills
Organizational capacity
Interpersonal skills
Multi-task
Detail-oriented
Customer relations
Understand and adhere to company policies in all areas
Attention to detail
Listening
Analytical ability
Problem-solving attitude
Fingering
Talking
Accurate
Priority management
Commitment
High level of accuracy
Well organized
Work autonomously
Work well under pressure in a fast-paced environment
Work well within a team environment
