Reconciliation Advisor

McKesson•Columbus, OH

2d•Onsite

About The Position

The Reconciliation Advisor will function as a dedicated account manager for a designated portfolio of customers and pharmacies. Operating under minimal supervision, this role is responsible for conducting detailed account reviews, analyzing and communicating data trends, resolving customer concerns, and performing account maintenance to ensure optimal account health. The Reconciliation Advisor will act as the primary liaison and point of contact for pharmacies utilizing our value-add reconciliation solution. Serve as the primary account manager for a specific group of customers and pharmacies, ensuring their needs are met and their accounts are well-maintained. Conduct detailed reviews of customer accounts, analyzing data trends and providing insights to support decision-making. Resolve a diverse range of complex issues using best practices and professional judgment. Answer inbound calls from existing customers, delivering timely and accurate responses to inquiries. Provide web-based training sessions for both new and experienced customers, ensuring they are proficient with our systems and solutions. Maintain a high level of customer service, demonstrating excellent communication, problem-solving, and follow-up skills. Act as a technical subject matter expert for various technology platforms, including but not limited to the ProviderPay web portal, Microsoft Excel, and Salesforce.

Requirements

Degree or equivalent and typically requires 2+ years of relevant experience.
4-year degree or equivalent experience.
Proficient in MS office suite.
2+ years customer service.
Proven experience in customer service, account management, or a related field.
Effectively manages customer expectations for service and issue resolution
Establish and maintain strong business relationships with customers
Ability to work independently and manage multiple tasks simultaneously
Strong problem solving / issue resolution
Self-motivated and results oriented
Strong interpersonal skills

Nice To Haves

Pharmacy operations (claims adjudication) and/or managed care experience preferred
Pharmacy finance and/or reconciliation experience preferred

Responsibilities

Review assigned existing customer accounts to complete reconciliation tasks, research and resolve reported issues and requests, and complete necessary follow-up with customers.
Conduct web-based training to new and tenured existing customers to educate on platform functions, navigation, and reporting available.
Make outbound phone calls to existing reconciliation customers to provide proactive, comprehensive account reviews to key contacts with the goal of delivering account status updates and address trends and make recommendations to increase value and results.
Account monitoring including working with cross-functional teams to ensure value is clearly identified and communicated with customers
Take inbound phone calls from existing customers to intake reported issues, provide consultative support, give direction and actionable feedback, and address reconciliation needs.