William A Gilbert Email & Phone Number

Ft. Lauderdale Fl

Prepare and send contracts, marketing materials, and other materials to sales channelsAssist in boarding new sales channels:Complete and submit Vendor Application & W-9 Forms for Finance TeamSend collateral materials to channelsManage custom contract process:Process Price Request in Sales ForceRun credit check for new prospectsSend out pricing to channelsRefresh prices upon request from channelsSend notifications of closed custom contracts to cross functional teams: Enrolment, Pricing & SalesSubmit credit approval requests to finance for exception scenariosRevise processes & implement improvements for Partner Portal and other sales toolsCapture competitor activities and products by the SMB team and distribute to LP teamSupport Sales Managers and channels utilizing cross functional teamsResearch channel commission, billing, enrolment issues and escalate to appropriate departmentsAd hoc reporting for manager and VPUtilize proprietary databases to provide CP’s with customer informationCreate cases/tickets to resolve CP issuesEnter custom contracts into internal databasesComplete special projects as needed such as Auto DebitsSend documents to utilities to obtain historical usageReview commission reports to ensure accuracyEscalate team issues to other internal departments

Pompano Beach Fl

Assist pharmacies with submitting online and manual claims.Assist members and pharmacies with claim issues and benefit inquiries.Assist members with plan and provider details.Assist members with plan prescription benefits.

Sunrise Fl

 Assist Mortgage consultants and Underwriters with daily needs. Review Loan Documents (Tax returns, pay stubs, bank statements etc.) and final approve loans. Assist brokers with navigation of various web sites to lock loans Guide brokers through process of ordering vendor services Train new employees in company policies and procedures Help brokers and title companies with closing documents (HUD and Notaries) Set up new broker accounts for various web sites Tracked appraisal process with vendors

Plantation Fl

 Arrange and follow-up psychiatric consultations Process pre-certification request from facilities Responsible for distributing cases among clinicians Dispatch evaluators for psychiatric level of care assessments Coordinate Acute Care Service appointments Maintain accurate logs for open case assignments and psychiatric consults Document, investigate and log claim issues for providers for members Refer and authorize outpatient services for providers or members Handle member complaints