Jonathon Murphy Email & Phone Number

Colorado Springs, Co, Us

Denver, Colorado, United States

Managed an ongoing book of clients ensuring accurate communication, plan consultation and compliance, system training, and client service satisfaction. Worked with clients, brokers, and internal teams to provide client services and maintain relationships.• Managed a book of over 80 top tier clients.• Worked with internal teams and management to solve problems.• Assisted internal teams and clients to ensure successful client migration from RPS to Alerus.• Proactively managed ongoing relationships with clients and brokers ensuring satisfaction with services and plan compliance.• Consulted with clients and brokers to develop compliant plan operations.• Implemented governmental reporting procedures to ensure plan compliance.• Consulted and worked with internal teams to identify areas of improvement and develop more efficient company procedures.

Denver, Colorado

Managed an ongoing book of clients ensuring accurate communication, plan consultation and compliance, system training, and client service satisfaction. Managed the implementation of new clients with Alerus. Worked with clients, brokers, and internal teams to provide client services and maintain relationships during the client migration from 24HourFlex to Alerus.• Managed the implementation of 140 new clients ensuring a seamless client transition between sales and operations.• Worked with internal teams to solve problems and provide excellent service for clients during client migration.• Proactively managed ongoing relationships with clients and brokers ensuring satisfaction with services and plan compliance.• Consulted with clients and brokers to develop compliant plan operations.• Worked with the implementation team to streamline implementation and plan document procedures.• Implemented governmental reporting procedures to ensure plan compliance.

Denver, Colorado, United States

Developed an implementation process and managed the implementation of new clients with 24HourFlex to ensure clients have a great first touchpoint. Managed an ongoing book of clients ensuring accurate communication, plan consultation and compliance, system training, and client service satisfaction. Worked with brokers to ensure plan service standards are met and maintain relationships. • Managed the implementation of over 700 new clients ensuring a seamless client transition between sales and operations.• Developed and optimized an implementation procedure and client strategy• Developed and optimized a company-wide communication strategy• Proactively managed ongoing relationships with clients and brokers ensuring satisfaction with services and plan compliance.• Consulted with clients and brokers to develop compliant plan operations.• Successfully implemented new procedures and software systems company-wide.• Developed materials and documents needed for implementation.• Ensured the accurate setup of clients in software systems.• Worked with senior leaders to analyze and optimize procedures and efficiencies company-wide.

Tulsa, Oklahoma Area

Oversaw and engaged the needs of a student-run consulting firm, which helped to consult with small businesses in the area.• Contracted over $24,000 of revenue in the first year • Met with business clients to assess needs and determine a course of action.• Utilized company as a way to learn more about providing financial support/services.

Tulsa, Oklahoma Area

Supported the financial offices of the university, helping to attend to administrative needs, as well as learned more about the financial operations of a large organization.• Processed purchase orders and travel requisitions.• Greeted executives and offered assistance during business hours.• Created files, processed/catalogued invoices, and handled confidential data.

Southborough, Ma

Managed the greens and clubhouse to help support customer service goals and to improve membership numbers.