Client Success Coordinator

Posted 2 Days Ago
Be an Early Applicant
Chesterfield, MO, USA
Hybrid
43K-55K Annually
Junior
Insurance
The Role
The Client Success Coordinator facilitates communication between clients and healthcare services, manages data integrity, and maintains CRM records while supporting specialty pharmacy programs and patient assistance initiatives.
Summary Generated by Built In

Who We Are:   

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. 


Job Summary:

As a Client Success Coordinator at Valued Pharmacy Services, your role extends beyond traditional client management. You will be a pivotal link between our clients, prescription benefit consulting, and clinical program management. This dynamic position involves close collaboration with analytics, consultants, and external partners to optimize prescription benefit programs and ensure the seamless integration of clinical initiatives.


Principal Duties and Responsibilities / Essential Functions:

  1. Specialty Copay Assistance Program (SCAP) – facilitates member and specialty pharmacy calls, enrollment in copay card programs, runs accumulator reports, performs daily auditing of specialty claims, triggers member letters, updates copay card program tracker with max dollar funds.
  2. Patient Assistance Program (PAP) – helps find financial assistance for specialty members that are either excluded from specialty benefit or enrolled in Direct Procurement Solutions (DPS).
  3. Individual Medication Management (IMM) – identifies new IMM drug utilizers, sends member letters, updates, and maintains list in CRM Zoho.
  4. Reporting – management of client and broker reporting requests, supports consultants in creation of client performance reviews, and aggregation of PBM and consulting outcomes.
  5. Data Integrity – management of data platform integrity via monthly audits of eligibility, and missing or incorrect data in system, and collaboration with BI team to resolve errors.
  6. CRM Management – maintenance of CRM Zoho via monthly updates of missing or modified information to ensure the most current status and documentation is captured in the system for each client.
  7. AI Alert Emails – weekly emails to brokers and clients on identified high dollar claims, new specialty and new non-specialty high dollar claims, and other outliers in their utilization.
  8. Case Management – collaboration with PBM partners to resolve escalated member issues, plan issues, reporting issues, etc.

Minimum Requirements for Education, Experience, and Certifications/Licenses:

  • Bachelor’s degree, Certified Pharmacy Technician (CPhT), or other healthcare credentials preferred.
  • 1-3 years’ experience in pharmacy, benefit management, healthcare, or related industry experience preferred.

Qualifications & Skills:

  1. Basic Communication Skills: Ability to effectively communicate both verbally and in writing.
  2. Learning Agility: Diligence to proactively expand skillset, resolve issues, or get past roadblocks.
  3. People Skills: Ability to foster positive working relationships. Use of a communication style that enhances high levels of engagement.
  4. Perseverance: Ability to follow-through, meet deadlines, and strive to exceed goals.
  5. Critical Thinking Skills: Ability to look beyond the obvious, probe and provoke thoughts on alternative solutions.
  6. Technology Skills: Ability to use or learn technology needed to perform role. To include but not limited to the Microsoft suite of applications: Teams, Excel, Word, Outlook, and PowerPoint.
  7. Resiliency: Flexibility to embrace continuous change and remain positive in times of uncertainty or stress.
  8. Basic Math Skills: Ability to apply basic mathematical concepts such as percentages, adding, subtracting, multiplying and division.
  9. Ethics & Integrity: Ability to comply with company confidentiality requirements as well as with HIPAA and other applicable government regulations.

What We Offer: 

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $43,000.00 – $55,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. 


NFP and You... Better Together! 


NFP is an inclusive Equal Employment Opportunity employer.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Top Skills

Crm Zoho
Excel
Microsoft Outlook
Microsoft Powerpoint
Microsoft Teams
Microsoft Word
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The Company
HQ: New York, New York
4,449 Employees

What We Do

NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges. With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory. Risk Capital We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem. Commercial Coverage Expertise Industry Specialty Teams Personal Risk Support Services Human Capital Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs. Employee Benefits Executive Benefits Life Insurance Retirement Advisory Talent Solutions Wealth Management

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