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Vibrant and engaging senior level insurance professional with expansive experience in analytical leadership, client management, and financial performance management. Leveraging a record of significant and sustained contributions to profit and client success for Managed Care Organizations (MCO’s) and State Government clients by attracting, developing, and motivating a winning team. Skilled leader, talented at building multi-functional teams and influencing stakeholders to win critical support in solving critical problems, facilitating change management, and delivering successful outcomes.
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OwnerOrion AdvisoryMenomonee Falls, Wi, Us -
Associate Vice President (Avp), Data Insights And AnalysisDentaquest Dec 2020 - Aug 2024Milwaukee, Wisconsin, United StatesLed analytics staff of three managers and 17 analysts, for a Dental and Vision Insurance organization serving 36 million members across 30 states and multiple Managed Care Organizations (MCO’s) and State Governments.• Spearheaded strategic claims cost control interventions for $2B Medicaid and Medicare contracts for multiple States and Managed Care Organizations (MCO’s).• Developed, implemented, and successfully led the Financial Impact management process.• Drove Payment Integrity efforts to over $20M in annual claims cost savings.• Directed the team responsible for all analytical support of over $200M annual sales of Medicaid and Medicare Sales and requests for proposal (RFP).• Led Artificial Intelligence (AI) proofs of concept projects for computer vision x-ray analysis saving $1M a year. -
Director, Business Processes And Quality ProgramsDentaquest Feb 2016 - Dec 2020Greater Milwaukee AreaHeaded staff and project teams for strategic client implementations representing $850M in annual revenue.• Propelled the cross functional 70-person re-implementation of the Texas Medicaid and CHIP Contract representing $850M in annual revenue.• Championed and led the $15M Claims Cost Savings initiative for the state of Texas.• Developed and managed a $12M Pay for Quality program for the state of Texas.• Served as the client facing liaison for the Western Territory, ensured zero client loss during tenure.
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Regional Director, Client EngagementDentaquest Jun 2011 - Feb 2016Greater Milwaukee AreaOversaw five remote client-facing teams and maintained Profit and Loss (P&L) responsibility for the Western Territory, Idaho, Texas, New Mexico, Hawaii, Wisconsin, Minnesota, Illinois, and Missouri.• Managed financial performance, Profit and Loss (P&L) for over $100M in annual revenue.• Generated over $25M new business opportunities within existing accounts.• Fostered and maintained relationships with key contacts across a variety of healthcare and community-based organizations.
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Edi ManagerDentaquest Dec 2009 - Jun 2011Led a 19-member team responsible for all Electronic Data Interchange (EDI) services for 14 million members nationwide.• Directed and prioritized all data services requests, inquiries, and projects for 100+ clients nationwide.• Identified $1M cost savings in over 15 million claims annuallyComprehensive trading partner and client data transaction management including but not limited to claims, authorizations, provider data, eligibility, and encounter data.
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Client Data Services SupervisorDentaquest Dec 2007 - Dec 2009Milwaukee, Wisconsin, United StatesManaged a 15-member team responsible for eligibility loads and encounter extracts for all 10 million members.
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Financial AdvisorRobert W. Baird Jan 2006 - Nov 2007Private wealth management• Private wealth management team advising on assets of $150 million• Managed and advised $37 million book of retail brokerage clients• Identified and acquired additional $5 million and 30 new accounts in 2007 alone -
Sr. Database AnalystKohls Department Stores 2003 - 2006Menomonee Falls, Wisconsin, United States• Produced monthly credit event analysis of the 15 million+ Kohl's Charge customers' purchasing behavior in nearly 700 stores nationwide.• Designed and executed ad hoc Kohl's Charge customer analyses to serve C Level executives.• Led and organized direction for new and existing market direct mail projects.• Targeted and purchased (over 6 million in 2006) prospective customers' information based on specific demographics for new and existing Kohl's markets.• Built effective ZIP code strategies for grand opening new markets.• Created ongoing ad hoc examinations of the 15 million+ Kohl's Charge customers' purchasing trends that netted over $4 billion (2006).• Produced constant evaluations of the most valued customers' spending activity.• Tracked and analyzed the results of Kohl's Charge and other customer events.• Created target customer specific lists for Kohl's merchants and external vendors.• Reviewed and edited all Kohl's direct mail pieces and newspaper ads distributed throughout the nation.• Successfully managed schedule for Kohl's Charge statement marketing.
Jim Burns Education Details
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Psychology
Frequently Asked Questions about Jim Burns
What company does Jim Burns work for?
Jim Burns works for Orion Advisory
What is Jim Burns's role at the current company?
Jim Burns's current role is Owner.
What is Jim Burns's email address?
Jim Burns's email address is ji****@****ord.com
What is Jim Burns's direct phone number?
Jim Burns's direct phone number is +194948*****
What schools did Jim Burns attend?
Jim Burns attended Carroll University.
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