David Berlon Email & Phone Number

Kaukauna, Wi, Us

Appleton, Wisconsin, United States

Appleton, Wisconsin, United States

Responsible for quoting Public Bid opportunities; reviewing project design and determining discrepancies; and obtaining pricing.• Contacted manufacturer representatives to obtain pricing on specified fixtures and alternate fixtures which ensured accurate and timely quotes to customers. • Coordinated final plan design on electrical contractor’s orders by revising quotes and negotiating with manufacturer reps which contributed to achievement of organizational profit and gross margin goals… Show more Responsible for quoting Public Bid opportunities; reviewing project design and determining discrepancies; and obtaining pricing.• Contacted manufacturer representatives to obtain pricing on specified fixtures and alternate fixtures which ensured accurate and timely quotes to customers. • Coordinated final plan design on electrical contractor’s orders by revising quotes and negotiating with manufacturer reps which contributed to achievement of organizational profit and gross margin goals prior to placing order.• Followed up on sales quotes and opportunities which determined viability of bid projects. Show less

Dedicated Account Advisor, Employer Group February 2013 - present• Dedicated to the largest ASO client in Louisiana with customized lines of business for Medical, Pharmacy, Dental, Vision, EAP and Group HMO for retirees; provide multiple monthly reports to client.• Served as single point of contact for all service issues received and provide quick accurate responses through perfect service.• Worked with Provider Relations to add providers to client’s custom network when there is… Show more Dedicated Account Advisor, Employer Group February 2013 - present• Dedicated to the largest ASO client in Louisiana with customized lines of business for Medical, Pharmacy, Dental, Vision, EAP and Group HMO for retirees; provide multiple monthly reports to client.• Served as single point of contact for all service issues received and provide quick accurate responses through perfect service.• Worked with Provider Relations to add providers to client’s custom network when there is a network inadequacy in certain service areas.• Maintained manual processes due to system limitations and audit special processes.• Worked with Client Engagement Manager (CEM) to review New Case Documents (NCD) and facilitate NCD meetings; serve as resource to client in plan design.• Determined root cause of issues through research and analysis; develop corrective action plan and work with CEM, Product Build, Billing, Enrollment and Provider Relations.• Visited client quarterly to meet with members with service issues and HR personnel; attend benefit fairs.• Developed flu shot process for external vendor to provide for Louisiana Market groups.• Created transition documents on behalf of Louisiana Sales Market Office to facilitate move of largest ASO client to National Accounts team; serve as resource for escalated service issues impacting Louisiana Market groups. Show less

Green Bay, Wisconsin Area

• Received STAR service award for addressing individual service issues with Louisiana Market Office’s largest ASO client’s members in person, at various client locations over 6-week period.• Reviewed CCP2, MetaVance (MTV), LSP/HBMS for Kanawha Insurance Company and researched, audited, reported and presented results in a clear, concise and professional manner. • Developed and maintained special process to work related claims issues for Louisiana police group.

Green Bay, Wisconsin Area

• Provided benefit/coverage information available under a broad range of health plans. • Responded to customer inquiries regarding claims processing by performing extensive research and review of claims payment history; determined medical necessity. • Reviewed and adjusted claims if necessary based on research; provided a complete and fair review of customer appeals. • Trained on all aspects of claims processing on the Badger and MTV systems. • Selected as Badger claims… Show more • Provided benefit/coverage information available under a broad range of health plans. • Responded to customer inquiries regarding claims processing by performing extensive research and review of claims payment history; determined medical necessity. • Reviewed and adjusted claims if necessary based on research; provided a complete and fair review of customer appeals. • Trained on all aspects of claims processing on the Badger and MTV systems. • Selected as Badger claims tester for IT for Product 2000 and VATCOB; acted as Project Lead for Depo-Provera project. • Managed correspondence inventory. Show less

Appleton, Wi

Appleton, Wi