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Representative, Rx Client Reporting at Inmar, Inc. in Grand Prairie, Texas

Posted in Sales 30+ days ago.

Type: Full-Time





Job Description:

Under the minimal supervision of the manager and in collaboration with the client and other team members, the incumbent performs detailed, routine clerical work of an analytical and client-service nature. Typical duties include day-to-day communications with clients regarding processed data, system functionality, and file maintenance questions and issues. The Client Representative ensures that all deliverables are delivered to the client in an accurate and timely manner. Effectively manages incoming client data master files, validates receipt, processes transactional scans against master files and business rules, creates reporting/deliverables, verifies information for accuracy and uses established technology connections to send information to the client. The incumbent should have the capability to learn all Inmar Supply Chain services and reporting capabilities, and be able to use the system independently.

Position Summary:

The Rx Client Reporting Representative working under the guidelines of the Client Accounts Supervisor and in collaboration with the client and other team members, performs analysis and reporting.  The Rx Client Reporting Representative ensures all client reports are accurate and delivered within the clients’ specified SLA.  In addition to reporting, this position is responsible for creating and troubleshooting EDI files.

Primary Accountabilities:


  • Establish and foster an ongoing relationship with assigned clients

  • Fulfill deliverables accurately and timely within the established SLA

  • Responsible for analyzing data

  • Interface with internal departments to identify and troubleshoot client issues

  • Complete all assigned Salesforce cases within the established SLA

  • Manage and maintain master data files and system parameters at a client level

  • Work efficiently and accurately in an atmosphere of frequent interruptions

  • Prioritize and manage multiple tasks requiring timely follow-up and completion of all projects.

  • Proceed independently and carry our assignments to completion with minimal instruction

  • Share best practices and make recommendations to customers and account managers

  • Actively participate in client conference calls

  • Understand clients’ business objectives

  • Create EDI files and when issues occur be able to troubleshoot

  • Perform routine maintenance to ensure client is receiving all qualifying debit memos via EDI

  • Research client issues with a sense of urgency based on the client’ priority, resourcefulness and taking ownership of the issues until completion

  • For those Salesforce cases requiring Operations to research, create an OPS Research case in SF and monitor through completion.  Close OPS Research cases as Operations resolves

  • Work as a team in a POD structure (AM, Reporting Representative and Rx Returns Representative) structure to provide an enhanced the client experience

  • Understand the clients’ policy and work with the Policy to update the clients’ policy yearly

  • Actively participate in client meetings and internal meetings

Required Qualifications:


  • Bachelor’s Degree required

  • 2-3 years of related experience in one or more of the following fields:  retail/manufacturer supply chain, transactional/data processing environments, and/or complex business account services

  • Must be proficient in and have advanced experience with Microsoft Office Products (Word, Excel, PowerPoint), Google products and Salesforce

Individual Competencies:



  • Problem Solving: Gathers and analyzes 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: 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: 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.

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 25 pounds.

  • Regularly required to view items at an extremely close range and must be able to adjust and readjust focus.

Occasionally: Job requires this activity up to 33% of the time

Frequently: Job requires this activity between 33% - 66% of the time Regularly: Job requires this activity more than 66% of the time

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 outcome. 

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