Client Success Associate in Washington, Indiana at TrueScripts Management Services

TrueScripts Management Services is a pharmacist-founded, fully transparent Prescription Benefit Manager that has been revolutionizing the PBM industry since 2014. Our mission is to build lasting relationships by providing prescription benefit expertise at a personal and customized level to ensure optimum value at the lowest possible cost. We are committed to lowering prescription drug spending, achieving clinically effective outcomes, and always delivering Amazing Care. Did we mention Amazing Care? Good! Because this is so much more than just our tagline. It is the foundation upon which our business was built. We believe that Amazing Care starts from within, and our culture is reflective of this philosophy.

Our team members enjoy:

• A wide range of health insurance options including medical, dental and vision
• A strong salary and bonus program
• A robust 401k and company match
• TrueScripts is transitioning to an ESOP, a team member owned company! Each year team members are allocated shares of stock through our ESOP, a Qualified Retirement plan!
• Employee Assistance Program
• A wellness program including financial incentives, chiropractic and massage services, and fitness stipends
• Dream Manager Program (yes, it’s a real thing!)
• A cohesive, family-based culture
• Charitable contributions and volunteer time
• Lots of celebrations!

Ok, enough about us. Here’s what we need from you: A future team members' values need to align with TrueScripts' core values of Integrity, Respect, Innovation, and Service. This match in value systems is critical for our team's chemistry and continued success. Our culture is positive, and our people possess a ‘can do, proactive attitude. Honesty and transparency are the foundation that we build upon. What sets us apart from our competitors is the programs that we bring, the education that we provide, and the utmost respect for clients and their members to assist them when and where needed.

What you’ll do

In a few words

As a Client Success Associate, you will work strategically with the team to best serve our clients. You will be the support layer for our Client Success Management and Client Success Executive team. You will support the growth of our business by assisting with the renewal and retention of our clients. This is an in-office role located in Washington, Indiana.

The fundamentals for the job

Roles and Responsibilities:

Client Transitions

• Ensure CRM data input is accurate and complete
• Prepare welcome letters, PHI authorizations and other document support as needed
• Notify member portal vendor of new groups and approve setups
• Prepare pharmacy notifications, send to faxing service and follow through to completion
• Participate in client meetings such as implementation calls, open enrollment events, vendor/benefit fairs, etc.
• Conduct claims testing
• Conduct new client transition quality audits
• Perform claims monitoring during the post-go-live period and communicate results to appropriate parties

Complete Monthly Reporting

• Executive Summary
• Claims Master
• Miscellaneous reporting requests

ID Member Cards

• When required – log, print and mail ID cards

Account Management – Current Clients

• Act as a contact via telephone and email for client
• Execute client communication plan
• Coordinate all aspects of client review meetings, including scheduling, reporting, materials, accommodations, etc.
• Be proficient in all aspects of proprietary software used for claims adjudication
• Participate in client annual enrollment meetings, lunch & learn meetings, etc.
• Create/update applicable marketing material for clients to distribute to employees
• Adjust plan parameters as directed by client/broker
• Provide standard reporting as needed to client/broker/TPA

Miscellaneous

• Coordinate meetings as requested, including document preparation, calendar notices, accommodations, etc.
• Conduct quarterly PDMI audits
• Scan/send/file documents
• Answer phones as needed

Performs other duties as assigned by management

What you’re made of

The bold requirements

Education: College degree or applicable experience preferred.

Experience/Knowledge:

• Capable of interfacing with TrueScripts clients, partners, and members.
• Must be proficient in all Microsoft Office Products.
• Need to be flexible and work as a team player.
• Demonstrates strong attention to detail.
• Ability to prioritize and have good organizational skills.
• Ability to perform multiple tasks at one time.
• Ability to communicate and work under stress effectively while always maintaining confidentiality.
• Need to be self-motivated and work with little supervision.
• Need to be adaptable and have different responsibilities given periodically