Jon Beveridge

Jon Beveridge Email and Phone Number

President at E.S. Beveridge & Associates, Inc. @ E.S. Beveridge & Associates, Inc.
mansfield, ohio, united states
Jon Beveridge's Location
Mansfield, Ohio, United States, United States
Jon Beveridge's Contact Details
About Jon Beveridge

Jon Beveridge is a President at E.S. Beveridge & Associates, Inc. at E.S. Beveridge & Associates, Inc.. He possess expertise in insurance, employee benefits, management, erisa, customer service and 9 more skills.

Jon Beveridge's Current Company Details
E.S. Beveridge & Associates, Inc.

E.S. Beveridge & Associates, Inc.

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President at E.S. Beveridge & Associates, Inc.
mansfield, ohio, united states
Website:
esbeveridge.com
Employees:
6
Jon Beveridge Work Experience Details
  • E.S. Beveridge & Associates, Inc.
    President
    E.S. Beveridge & Associates, Inc. Sep 2020 - Present
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  • E.S. Beveridge & Associates, Inc.
    Service Coordinator / Vice-President
    E.S. Beveridge & Associates, Inc. Jul 2003 - Present
    Mansfield, Ohio Area
    • Provide excellent customer service to self-funded and fully-insured health plan clients including reporting and annual renewal presentation.• Prepare and analyze self-funded health plan financial reporting, and prepare ERISA health plan document restatements and updates to maintain regulatory compliance.• Implement conversion of health claims processing system including vendor selection, project management/implementation, convert historical data and train end users.• Manage company finances including AP and AR.• Manage vendor relationships for operations and IT.
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  • Fidelity Investments
    5500 Compliance Specialist
    Fidelity Investments Apr 2000 - Jul 2003
    Cincinnati, Ohio Area
    • Prepare Annual Form 5500 filing for 125 401k clients in the Emerging Corporate Market segment.• Answer client questions/concerns on 5500 helpline and assist client managers in answering client/auditor questions related to Form 5500.• Assist with development and training of new specialists.• Participate in projects to prepare department for filing season, including all written communications.
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  • Principal Financial Group
    Assistant Manager - Dc Pension Administration; Pension Training Associate; Pension Service Associate
    Principal Financial Group Jun 1994 - Apr 2000
    Des Moines, Iowa Area
    • Lead team of 12 Pension Service Associates in providing excellent service and building long-term relationships with external 401k customers.• Interview and select candidates to fill Pension Service Associate role.• Develop team members to achieve maximum potential while meeting profitability goals.• Carry ultimate responsibility for over 350 defined contribution retirement plans with $800 million in assets.
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Jon Beveridge Skills

Insurance Employee Benefits Management Erisa Customer Service Health Insurance Account Management Analysis Training Microsoft Excel Leadership Microsoft Office Microsoft Word Powerpoint

Jon Beveridge Education Details

Frequently Asked Questions about Jon Beveridge

What company does Jon Beveridge work for?

Jon Beveridge works for E.s. Beveridge & Associates, Inc.

What is Jon Beveridge's role at the current company?

Jon Beveridge's current role is President at E.S. Beveridge & Associates, Inc..

What is Jon Beveridge's email address?

Jon Beveridge's email address is jo****@****dge.com

What is Jon Beveridge's direct phone number?

Jon Beveridge's direct phone number is +141952*****

What schools did Jon Beveridge attend?

Jon Beveridge attended Drake University, Greenville College.

What skills is Jon Beveridge known for?

Jon Beveridge has skills like Insurance, Employee Benefits, Management, Erisa, Customer Service, Health Insurance, Account Management, Analysis, Training, Microsoft Excel, Leadership, Microsoft Office.

Who are Jon Beveridge's colleagues?

Jon Beveridge's colleagues are Debbie Mcgovern, Joy Chandler.

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