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Specialist, Client Research

Inmar Intelligence
Headquarters, Winston Salem, NC
Full-time

The Specialist, Client Research provides thorough and excellent customer service, reconciles hospital and retail customers' credits and related tasks.

The associate is expected to be detail-oriented and exhibit initiative to evolve within Inmar’s organization. The associate will display professionalism at all times and collaborate effectively.

Preference is given to candidates able to work from our Grand Prairie, TX, or Winston-Salem, NC office 3 days a week.

Primary Accountabilities :

  • Effectively and efficiently pursue hospital and retail customers' credits.
  • Consistently maintains, and updates reconciliation spreadsheets and related documentation platforms with quality of execution at all times.
  • 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 collaborate 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.
  • 3-5 years of related work experience working directly with clients
  • Proficient with Google Suite
  • Proficient with Microsoft Office

Individual Competencies :

  • Problem Solving : Must possess advanced Excel skills and experience. Gather and analyze information to generate and evaluate potential solutions to problems, issues and challenges while weighing the accuracy and relevance of the facts, data and information.
  • Establish Focus : The ability to develop and communicate goals in support of the business' mission.
  • Analytical and Critical Thinking : Ability to tackle a problem by using a logical, systematic, sequential approach.
  • Communication : Must possess strong verbal and written communication skills. Giving and receiving messages and information in written, oral, and visual formats in a clear and concise way for a complete understanding of meaning and intent.
  • Collaboration : Works collaboratively with others to achieve group goals and objectives.
  • Effective Execution : Ability to work in a fast-paced environment and deliver results to meet deadlines. Translates broad conceptual understanding of the company's strategy into a tactical plan of how it will happen including who will take on which tasks in what sequence, how long those tasks will take, how much the tasks cost, and how each task affects subsequent activities.

Key Performance Metrics (KPIs) :

  • KPI 1 : Meet or Exceed company-established client satisfaction rating
  • KPI 2 : Contribute cost-saving ideas to assist with meeting company-defined goals
  • KPI 3 : Generate referrals for new expansion revenue goals

The physical demands described here are representative of those that must be met by an associate to successfully perform the major job responsibilities (essential functions) of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the major job responsibilities. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

While performing the duties of this job, the associate is :

  • Regularly required to use hands to finger, handle or feel objects, tools or controls, and reach with hands or arms.
  • Regularly required to talk or hear and read instructions on a computer monitor and / or printed on paper.
  • Occasionally required to stand, kneel or stoop, and lift and / or move up to ## pounds.
  • Regularly required to view items at an extremely close range and must be able to adjust and readjust focus.

Safety :

Support a safe work environment by following safety rules and regulations and reporting all safety hazards.

As an Inmar Associate, you :

  • Put clients first and consistently display a positive attitude and behaviors that demonstrate an awareness and willingness to listen and respond to clients in order to meet their short-term and long-term needs, requirements and exceed their expectations.
  • Treat clients and teammates with courtesy, consideration and tact; you also have the ability to perceive the needs of internal and external clients and communicate effectively with the objective of delighting and retaining the client.
  • Build collaborative relationships and work cooperatively with others, inside and outside the organization, to accomplish objectives, develop and maintain mutually-beneficial partnerships, leverage information and achieve results.
  • Set and attain achievable, yet aggressive, goals with a sense of urgency and accountability.
  • Understand that results are important and focus on turning mission into action to achieve results following the principles of Flawless Execution while consistently complying with quality, service and productivity standards to meet deadlines and exceed expectations by giving our clients the best possible outcomes.

LI-MS1

We are an Equal Opportunity Employer, including disability / vets.

20 days ago
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