Pharmacy Account Coordinator Team Lead

IMA Financial Group; Salt Lake City (UT); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Paid Time Off

Flexible Work Options

Paid Holidays

Gift Matching

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group in Salt Lake City seeks a senior Pharmacy Account Coordinator leader to drive client service excellence and oversee enrollment, data analysis, and revenue tracking. You will mentor a team of coordinators, collaborate with Account Managers, and present essential functions to clients and internal stakeholders.

The role requires 5–8 years in Insurance or Pharmacy, and proficiency with Excel/Outlook/Word, with a focus on process improvement and customer satisfaction.

Qualifications

• Experience in Insurance or Pharmacy 5-8 years.
• Pharmacy tech preferred or experience in a retail pharmacy or health care field.
• Ability to communicate effectively both orally and in writing.
• Ability to build productive internal/external working relationships.
• Strong interpersonal skills.
• Strong organizational skills; attention to detail.
• General knowledge of pharmacy benefits.
• Ability to proficiently use Microsoft Excel, Outlook and Word.
• Ability and initiative to work independently or as a team member.
• Ability to problem solve.
• Strong time management skills.
• Customer satisfaction focused.

Responsibilities

• Supports and demonstrates IMA's core values.
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Responds to phone calls, voicemails, texts and group IMA email to answer questions and assist patients.
• Works with Account Managers to execute strategy for clients and patients.
• Provide exceptional customer service, streamlining the manufacturer assistance process or enrolling in international shipping, ensuring a seamless transition over to our pharmacy programs.
• Provides assistance to patients to complete and submit all necessary forms and program applications; tracks and follows up on status of applications and ensures member engagement.
• Frequently works in Excel spreadsheets to create and analyze enrollment, use and revenue tracking.
• Communicates effectively with patients, healthcare providers, and third party representatives
• Maintains frequent phone contact with provider representatives, third party customer service representatives, and pharmacy staff.
• Will be client facing and presenting on essential functions performed by pharmacy coordinators.
• Manages a team of Pharmacy Account Coordinators: Coordinates and manages the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
• Leads and establishes streamlined work flow processes for coordinators
• Strategizes with Account Management lead to better service the client/member relationship
• Works closely with Director of Pharmacy and Account Executives on implementation of new clients
• Participates in the hiring process for direct reports as well as additional department hires as needed
• Serve as a mentor and coach for members of the team as needed.

Skills

Insurance/Pharmacy experience

Pharmacy tech experience

Communication skills

Relationship building

Interpersonal skills

Organizational skills

Pharmacy benefits knowledge

Excel/Outlook/Word proficiency

Independent/team work

Problem solving

Time management

Customer satisfaction focus

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

ESSENTIAL JOB RESPONSIBILITIES

include but are not limited to:

• Supports and demonstrates IMA's core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Responds to phone calls, voicemails, texts and group IMA email to answer questions and assist patients.
• Works with Account Managers to execute strategy for clients and patients.
• Provide exceptional customer service, streamlining the manufacturer assistance process or enrolling in international shipping, ensuring a seamless transition over to our pharmacy programs.
• Provides assistance to patients to complete and submit all necessary forms and program applications; tracks and follows up on status of applications and ensures member engagement.
• Frequently works in Excel spreadsheets to create and analyze enrollment, use and revenue tracking.
• Communicates effectively with patients, healthcare providers, and third party representatives
• Maintains frequent phone contact with provider representatives, third party customer service representatives, and pharmacy staff.
• Will be client facing and presenting on essential functions performed by pharmacy coordinators.
• Manages a team of Pharmacy Account Coordinators:
  • Coordinates and manages the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
  • Leads and establishes streamlined work flow processes for coordinators
  • Strategizes with Account Management lead to better service the client/member relationship
  • Works closely with Director of Pharmacy and Account Executives on implementation of new clients
  • Participates in the hiring process for direct reports as well as additional department hires as needed
  • Serve as a mentor and coach for members of the team as needed.

REQUIRED EXPERIENCE AND SKILLS

include but are not limited to:

• Experience in Insurance or Pharmacy 5-8 years
• Pharmacy tech preferred or experience in a retail pharmacy or health care field.
• Ability to communicate effectively both orally and in writing.
• Ability to build productive internal/external working relationships.
• Strong interpersonal skills.
• Strong organizational skills; attention to detail.
• General knowledge of pharmacy benefits.
• Ability to proficiently use Microsoft Excel, Outlook and Word.
• Ability and initiative to work independently or as a team member.
• Ability to problem solve.
• Strong time management skills.
• Customer satisfaction focused.

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• FSA
• HSA
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D
• Accident
• Critical Illness
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Business Travel Accident
• Identity Theft
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development.

In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.

These benefits do not apply to internship roles.

Why Join IMA?

We've built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• Business Insurance Magazine - Best Places to Work in Insurance
• US Insurance Awards - Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards - Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 - List of Fastest Growing Companies
• Alaska Journal of Commerce - Best Workplaces in Alaska
• Charlotte Business Journal - Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal - Best Places to Work
• Denver Business Journal - Best Places to Work
• Denver Business Journal - Fast 50
• Kansas City Business Journal - Best Places to Work
• Los Angeles Business Journal - Best Places to Work
• Puget Sound Business Journal - Washington's Best Workplaces
• Tampa Bay Times - Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business - Best Places to Work
• Wichita Business Journal - Best Places to Work

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.