Jonathon Murphy Email & Phone Number

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.
• 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.

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.
• 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.

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.
• 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.

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.