Rep, PFM

Position Summary:
Under the direction of a manager, the Representative in PFM Exceptions Processing works to process the client's third-party prescription receivables through clearing client specific system exceptions and assisting with the resolution of assigned unapplied cash categories. The Representative interacts with numerous internal team members, assists with on-boarding of new clients, cross-trains with other team members, develops and improves operating processes, monitors system processes, recommends product enhancements and performs system testing.

Primary Accountabilities:

• Analytical
  Evaluate the exceptions trends for clients and set priorities to ensure all work is completed within established deadlines
  Review trending for process improvement

• Operational
  Follow policies and procedures for resolving Unapplied Cash Categories for assigned clients and categories
  Follow policies and procedures for completing everyday tasks according to client and carrier protocols
  Discuss operational issues with manager and makes recommendations for any necessary changes, including suggestion of new processes or efficiency gains
  Clear client and carrier exceptions in order to properly close unapplied cash
  Identify and resolve processing problems
  Initiate actions to research client questions or to resolve processing problems
  Draft procedural guidelines to instruct team members regarding processes, policies, and procedures, as assigned
  Responsible for evaluating, assisting and taking the appropriate action on clearing file exceptions where applicable

• Administrative
  Return/acknowledge internal team communications within 24 business hours
  Manage workload to meet agreed upon processing guidelines
  Establish and maintain processing guidelines booklet for each client to be used as a back-up
  Report to the account analyst and manager on any untimely, unresolved issues
  Report to manager any spikes in the trending of exceptions
  Suggest changes to manager for any necessary shifts in priority and then execute workload priority changes accordingly
  Professionally communicate to other team members via emails, phone calls, face to face meetings, and support tickets
  Work with internal departments, such as Client Operations, as needed
  Maintain HIPAA (Health Insurance Portability and Accountability Act) compliance in all client communication
  Maintain proper storage of paper documentation containing protected healthcare information (PHI) per Inmar HIPAA Policies and Procedures
  Perform special projects and other duties as assigned by management

Additional Responsibilities:

• Performs other duties as assigned

• Complies with all policies and standards

Required Qualifications:

• At least 2 years of relevant experience involving customer service, computer usage, data entry and data analysis AND an Associate’s degree in Business Administration, Accounting, or a related field; OR an equivalent combination of training and experience required to complete the essential functions/job responsibilities of the position. required

• Intermediate level of proficiency in Microsoft Office Suite, Microsoft Windows

• Competent in 10 Key Manual Entry, Google Office Suite

• Knowledge of accounting procedures on automated systems

• Knowledge of computer systems and report generation (AS/400 knowledge preferred)

Physical Demands
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.

• Use Hands to Handle Objects - Regularly

• Reach with Hands or Arms - Regularly

• Talk or Hear and Read Instructions - Regularly

• Stand, Kneel, or Stoop and Lift 20 Pounds - Occasionally

• View Items at a Close Range - Regularly

Rarely: Job requires this activity up to 25% of the time
Occasionally: Job requires this activity between 25% - 50% of the time
Frequently: Job requires this activity between 50% - 75% of the time
Constantly: Job requires this activity more than 75% of the time
Individual Competencies

• Adaptable: Arrives at a conclusion based on previous experiences and good judgment.

• Teamwork: Advanced communication skills used to lead a team.

• Analytical and Critical Thinking: Communicates using persuasion and authority.

• Communication: Contributes to strategy for their team.

• Collaboration: Creates internal alliances outside the immediate team or department.

• Curious: Asseses circumstances using experience and a variety of information gathered.

• Problem Solving: Completes routine and repetitive tasks where tasks are straightforward.

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 outcome.

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

At Inmar, we put people first and that means empowering our associates to thrive at every stage of life and career. Our comprehensive and competitive benefits package is thoughtfully designed to support a wide range of lifestyles and life stages.

Eligible associates have access to:

• Medical, Dental, and Vision insurance

• Basic and Supplemental Life Insurance options

• 401(k) retirement plans with company match

• Health Spending Accounts (HSA/FSA)

We also offer:

• Flexible time off and 11 paid holidays

• Family-building benefits, including Maternity, Adoption, and Parental Leave

• Tuition Reimbursement and certification support, reflecting our commitment to lifelong learning

• Wellness and Mental Health counseling services

• Concierge and work/life support resources

• Adoption Assistance Reimbursement

• Perks and discount programs

Please note that eligibility for some benefits may depend on your job classification and length of employment. Benefits are subject to change and may be governed by specific plan or program terms.

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

Recruitment Fraud Notice: Recruitment fraud is an increasingly common scam where individuals pose as employers to offer fictitious job opportunities. Scammers sometimes impersonate Inmar recruiters on LinkedIn and other channels. We will never ask for payment or sensitive personal information during the hiring process. Verify any role on our official Workday Careers site and learn how to spot scams in our full notice.

This position is not eligible for student visa sponsorship, including F-1 OPT or CPT. Candidates must have authorization to work in the U.S. without the need for employer sponsorship now or in the future.