The Credit Recovery and Research Specialist, under the guidance of the Credit Recovery and Research Supervisor, plays a key role in the collection, auditing, and reconciliation of outstanding credits for Inmar’s hospital clients, as well as investigating discrepancies. This role focuses on obtaining credit for returns of unused and expired products in accordance with manufacturers’ or state-specific return goods policies. The Specialist ensures the timely recovery and reconciliation of credits from manufacturers and proactively resolves any discrepancies that may arise. This specialist works closely with internal departments and external partners to streamline credit processes and provide insights that contribute to financial improvement.
This hybrid position requires the associate to work from the Winston-Salem, NC office 3 days a week.
Primary Accountabilities:
- Efficiently and proactively manage credit collections for Inmar’s Hospital clients.
- Analyze outstanding credit balances for assigned manufacturers, identifying issues and pursuing resolution.
- Communicate with manufacturers regarding outstanding credits to ensure timely collection.
- Conduct thorough research on outstanding credits, ensuring collection activities are fully documented and reviewed with the Credit Recovery and Research Manager.
- Verify the validity of credit disputes by gathering and analyzing returns processing details and policy data; work diligently to resolve any disputes.
- Collaborate with internal wholesale and manufacturing account managers to address and resolve issues impacting Hospital clients' credits.
- Track and maintain collection activity metrics to ensure performance standards are met.
- Maintain and consistently update reconciliation and collection spreadsheets, ensuring all related documentation platforms are accurate and up to date.
- Promptly respond to reconciliation and collection-related requests and inquiries via Salesforce, phone, and email.
- Maintain detailed virtual documentation of all reconciliation feedback, communication, and requests, including Salesforce cases from manufacturers, wholesalers, hospitals, and retail clients.
- Foster proactive and meaningful collaboration with team members.
- Special assignment and or project as deemed necessary
Requirements:
- Associate’s Degree in Accounting, Finance or Business Administration; or equivalent business experience
- Knowledge of credit management and financial reconciliation principles.
- Excellent analytical and problem-solving skills,
- Exceptional written and oral communication and interpersonal skills.
- Ability to work effectively in a fast-paced, dynamic environment.
- Proficient with Google Suite
- Advanced knowledge of Excel
- Propensity for continuous learning
- Knowledge of Google Looker preferred
- Knowledge of Salesforce preferred
Individual Competencies:
- Problem Solving: Must possess advanced Excel skills and experience. Gather and analyze 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: Must possess strong verbal and written communication skills. 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: Ability to work in a fast-paced environment and deliver results to meet deadlines. 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.
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 outcomes.
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We are an Equal Opportunity Employer, including disability/vets.
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What We Do
We reimagine everyday business challenges through advanced analytics, technology-enabled and market-driven solutions built to solve some of industries’ biggest obstacles to growth. Inmar Intelligence’s customer-centric approach is evident through our success helping companies dynamically engage audiences, build brand loyalty, create efficiencies and drive profitable growth.
We help leading Fortune 500 companies and emerging brands stay relevant and propel growth while providing their consumers with personalized and precision-driven tools to save money, improve health and safety, and more conveniently go about their lives.
For more than 35 years, we have served retailers, manufacturers, healthcare providers, government and employers as their trusted intermediary and helped them redefine innovation.
