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Reconciliation Advisor

Role overview

Qualifications

  • 4-year degree or equivalent experience
  • 2+ years customer service experience
  • Pharmacy operations (claims adjudication) and/or managed care experience preferred
  • Proven experience in customer service, account management, or a related field

Responsibilities

  • Review assigned existing customer accounts to complete reconciliation tasks, research and resolve reported issues and requests
  • Conduct web-based training to new and tenured existing customers on platform functions, navigation, and reporting available
  • Make outbound phone calls to provide proactive account reviews and address trends
  • Take inbound phone calls from existing customers to intake reported issues and provide consultative support

Key facts

Other skills

  • Customer Service
  • Microsoft Excel
  • Problem Solving
  • Communication
  • Social Skills
  • Self-Motivation
  • Time Management

About the company

McKesson logo

McKesson

Pharmaceutical Wholesale & Distribution

Welcome to the official LinkedIn page for McKesson Corporation. We're an impact-driven healthcare organization dedicated to “Advancing Health Outcomes For All.” As a global healthcare company, we touch virtually every aspect of health. We work with biopharma companies, care providers, pharmacies, manufacturers, governments, and others to deliver insights, products and services that make quality care more accessible and affordable. To learn more about how #TeamMckesson helps improve care in every setting, visit: https://bit.ly/3xadvB0

Company details

Company typeXLarge
IndustryPharmaceutical Wholesale & Distribution
Company size10001

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Job description

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care.

What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you.

Role Overview

The Reconciliation Advisor will function as a dedicated account manager for a designated portfolio of customers and pharmacies. Operating under minimal supervision, this role is responsible for conducting detailed account reviews, analyzing and communicating data trends, resolving customer concerns, and performing account maintenance to ensure optimal account health. The Reconciliation Advisor will act as the primary liaison and point of contact for pharmacies utilizing our value-add reconciliation solution. Serve as the primary account manager for a specific group of customers and pharmacies, ensuring their needs are met and their accounts are well-maintained. Conduct detailed reviews of customer accounts, analyzing data trends and providing insights to support decision-making. Resolve a diverse range of complex issues using best practices and professional judgment. Answer inbound calls from existing customers, delivering timely and accurate responses to inquiries. Provide web-based training sessions for both new and experienced customers, ensuring they are proficient with our systems and solutions. Maintain a high level of customer service, demonstrating excellent communication, problem-solving, and follow-up skills.  Act as a technical subject matter expert for various technology platforms, including but not limited to the ProviderPay web portal, Microsoft Excel, and Salesforce.  

 

Key Responsibilities

  • Review assigned existing customer accounts to complete reconciliation tasks, research and resolve reported issues and requests, and complete necessary follow-up with customers. Conduct web-based training to new and tenured existing customers to educate on platform functions, navigation, and reporting available. 

  • Make outbound phone calls to existing reconciliation customers to provide proactive, comprehensive account reviews to key contacts with the goal of delivering account status updates and address trends and make recommendations to increase value and results. 

  • Account monitoring including working with cross-functional teams to ensure value is clearly identified and communicated with customers 

  • Take inbound phone calls from existing customers to intake reported issues, provide consultative support, give direction and actionable feedback, and address reconciliation needs. 

Minimum Requirement

Degree or equivalent and typically requires 2+ years of relevant experience.

Education

4-year degree or equivalent experience. Proficient in MS office suite. 

 

Critical Skills 

  • 2+ years customer service.   

  • Pharmacy operations (claims adjudication) and/or managed care experience preferred 

  • Proven experience in customer service, account management, or a related field.  

  • Pharmacy finance and/or reconciliation experience preferred 

  • Effectively manages customer expectations for service and issue resolution 

  • Establish and maintain strong business relationships with customers 

  • Ability to work independently and manage multiple tasks simultaneously 

  • Strong problem solving / issue resolution 

  • Self-motivated and results oriented 

  • Strong interpersonal skills 

 

Working Conditions

Environment (Office, warehouse, etc.) – office environment 

 

Physical Requirements (Lifting, standing, etc.) – general office demands 

We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here.

Our Base Pay Range for this position

$26.87 - $44.78

McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson’s (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind:

McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application.


McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates.

McKesson job postings are posted on our career site: careers.mckesson.com.

McKesson is an Equal Opportunity Employer

 

McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson’s full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page.

 

McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) Disability_Accommodation@McKesson.com or (Canada) Accessibility@mckesson.ca. Resumes or CVs submitted to this email box will not be accepted.

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