Specialist, Client Research

Inmar - Winston-Salem, NC

Full-time - Entry Level

Winston-Salem, NC

Wholesale Trade Agents and Brokers

About the position

The Specialist, Client Research role at Inmar involves auditing, reconciling, and collecting credit information for the company's Hospital clients. The position is crucial for ensuring timely processing of returns and credits in accordance with manufacturer policies. The specialist will work closely with various stakeholders to resolve discrepancies and maintain accurate records, all while demonstrating professionalism and initiative in a hybrid work environment.

Responsibilities

• Effectively and efficiently pursue Inmar's Hospital clients' credits.
• Analyze outstanding credit balances per assigned manufacturers.
• Contact manufacturers regarding the outstanding credits.
• Conduct thorough research on the outstanding credits; ensure collection activities are properly documented and reviewed with the Pharma Research and Hospital Operations Manager.
• Verify validity of credit disputes by obtaining and analyzing returns processing details and policy data, and work as necessary to resolve the dispute.
• Collaborate with internal wholesale and manufacturing account managers to address and resolve issues that impact the Hospital clients' credits.
• Maintain collection activity metrics.
• Consistently maintains, and updates reconciliation and collection spreadsheets and related documentation platforms with quality of execution at all times.
• Proactively responds to reconciliation and collection related requests and inquiries on a daily basis, through SalesForce, telephone and/or email messages.
• Consistently maintains a detailed virtual documentation of all reconciliation feedback, related communication and or requests, to include SalesForce cases including but not limited to from manufacturers, wholesalers, hospital and retail clients.
• Ensures proactive and meaningful collaboration with team members.
• Proactively and meaningfully collaborates with other departments as needed for research or to resolve issues or answer questions.
• Special assignment and or project as deemed necessary.

Requirements

• Associate's Degree or any equivalent combination of experience and training that provides the required knowledge, skills, and abilities needed to complete the major responsibilities/essential functions of the position.
• Proficient with Google Suite
• Proficient with Microsoft Office
• Advanced Excel skills and experience.

Nice-to-haves

• Experience in a healthcare or pharmaceutical environment.
• Familiarity with SalesForce or similar CRM tools.

Benefits

• Hybrid work environment with flexibility to work from home and office.
• Professional development opportunities.
• Collaborative team culture.