Reconciliation Advisor

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.

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.

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.

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

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