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Virtual Account Representative Jobs in Tennessee

Charlie Health

Patient Account Representative

Nashville, TN · Hybrid

$17.50 - $23/hr

We deliver personalized, virtual care rooted in connection--between clients and clinicians, care ... The Insurance Accounts Receivable Representative must have a thorough knowledge of government ...

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Virtual Account Representative information

What is a virtual account representative?

Virtual Account Representatives are professionals who manage customer accounts and support sales operations remotely, typically via phone, email, or online platforms. They build relationships with clients, address inquiries, resolve issues, and help drive sales growth without meeting clients in person. This role often involves using CRM software, coordinating with other teams, and ensuring customer satisfaction. Virtual Account Representatives are crucial for businesses looking to maintain strong client connections in a digital environment.

What is the difference between Virtual Account Representative vs Customer Service Representative?

AspectVirtual Account RepresentativeCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may require certifications in finance or bankingHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentRemote, online platforms, financial institutionsCall centers, retail stores, or remote
Industry UsageFinancial services, banking, fintechRetail, telecommunications, various service sectors
Job FocusManaging virtual accounts, transactions, and client inquiries related to accountsAssisting customers with product info, issues, and service requests

The Virtual Account Representative primarily handles virtual banking accounts and transactions in a remote setting within financial industries, requiring specific financial knowledge. Customer Service Representatives focus on general customer support across various sectors, often in person or via phone. While both roles involve client interaction, the Virtual Account Representative specializes in account management in a digital environment, whereas Customer Service Representatives provide broader customer support.

What are the key skills and qualifications needed to thrive as a virtual account representative?

To thrive as a Virtual Account Representative, you need strong customer service abilities, sales acumen, and a solid understanding of account management, often supported by a background in business or communications. Familiarity with CRM software, online communication platforms, and basic data analysis tools is typically required. Outstanding interpersonal skills, proactive problem-solving, and the ability to work independently set top performers apart in this role. These skills ensure effective client relationships, efficient remote communication, and the achievement of sales and retention goals in a virtual environment.

How does a virtual account representative typically collaborate with sales and customer support teams?

As a Virtual Account Representative, you will often act as a bridge between customers and internal teams, including sales and customer support. Collaboration usually involves sharing customer insights, updating CRM records, coordinating on client needs, and ensuring a seamless customer experience. Regular virtual meetings and communication tools like email, chat, and project management platforms are essential for staying aligned with team goals and resolving client issues promptly. This collaborative structure not only supports your clients but also helps you learn from colleagues and grow professionally within the organization.
What are the most commonly searched types of Account Representative jobs in Tennessee? The most popular types of Account Representative jobs in Tennessee are:
Virtual Account Representative jobs near you

Remote Account Representative

BCA Financial Services

Knoxville, TN • Remote

$17/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago

Job description

Description

$17/hour + Monthly Bonus | Full-Time | Monday-FridayMake an impact-while working from home.

Join BCA Financial Services and help patients resolve their accounts with empathy, clarity, and professionalism. If you enjoy problem-solving, talking to people, and being rewarded for your performance, we'd love to meet you. You'll play an important role in helping patients navigate their financial responsibilities with respect and care. We'll provide the equipment, tools, training, and support-you bring the drive to succeed.


What We Offer:

  • $17/hour + monthly bonus opportunities
  • Consistent Monday-Friday schedule
  • Medical, dental, vision, GAP, and life insurance
  • 401(k) with company match
  • Paid time off and paid holidays
  • Company-provided equipment

What You'll Do:

  • Talk with patients to help them understand their accounts and find solutions
  • Offer payment options such as full balance payment, payment plans, and/or financial assistance where applicable.
  • Handle a high volume of inbound and outbound calls
  • Accurately document interactions in our systems
  • Meet performance goals (with support and coaching along the way)

Requirements

Qualifications:

  • 1+ year of experience in a call center, customer service, billing, or collections
  • Strong communication and problem-solving skills
  • Ability to build trust and work through sensitive conversations
  • Basic knowledge of medical terminology (preferred)
  • A reliable, detail-oriented work style

Work-From-Home Requirements:

  • Must reside in: FL, GA, MO, NE, NC, SC, TN, or VA
  • Quiet, private workspace
  • High-speed internet (minimum 20 Mbps download / 10 Mbps upload) with ability to hardwire ethernet cable from modem to computer
  • Wi-Fi and hotspots are not supported
  • Must meet tech requirements before training begins


BCA Financial Services, Inc. is an Equal Opportunity Employer and values diversity at all levels of the organization. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, or any other legally protected status.


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