Kerry Murphy Email & Phone Number

Houston, Tx, Us

San Francisco, California, Us

Rolling Meadows, Il, Us

Oversaw client retention and service of Supplemental Retirement plans for over 80+ Credit Union customers across a 23 state territory.• Added 18 new business clients and maintained 100% client retention by working with producers.• Improved business relations with a $500K key account by consolidating work flow processes and communication.• Cleared 24 outstanding Board of Director’s annual reviews, required under National Credit Union Association (NCUA) regulations, by partnering with producers.• Guaranteed legal agreements were accurate and contained in client final documents / compliance manuals by reviewing each packet and confirming enclosure.

Kingwood, Tx, Us

At Insperity, we are dedicated to helping our clients succeed and reach thier business goals. For more than 26 years, we have revolutionized the way businesses operate through innovative HR practices that help our clients run better, grow faster and make more money.Working with Insperity, Business owners will gain more control of thier business than ever before because they will be able to take thier focus away from time-consuming daily activities and apply thier energy directly toward achieving goals.

London, Gb

Generate new business production in the Houston Aon Risk Solutions/ Aon Hewitt Health & Benefits division. We consult with our clients to build a Health Care Strategy looking ahead 3-5 years.

Chicago, Il, Us

• Grew successful employee benefits book of business from $0 to $600K+ in 3 years by partnering with P & C producers, developing key relationships with centers-of-influences and cold calling.• Established and grew loyal client base of 40 – 50 employer groups by building and maintaining relationships with key corporate decision-makers and working daily with client Human Resource professionals.• Resolved billing / claims processing problems and secured maximum entitled benefits by managing all accounts with high level of personal service.• Positively impacted bottom line by maintaining Continuing Education requirements and Knowledge-based competency regarding state and federal regulations that pertained to employee benefits including COBRA, FMLA, Lily Ledbetter Act, ERISA, HIPAA and the Affordable Care Act.• Ensured clients were presented with goal-aligned options by assessing client’s risk tolerance, working up fully-insured, self-funded benefit programs and providing alternate funding solutions.

Portland, Oregon, Us

• Expanded territory in brokerage community by marketing Stancorp Financials’ group life, disability, dental and retirement portfolios to decision-makers.• Exceeded 100% new business goals in 2003 and 2004 by developing new brokerage relationships and establishing trust.• Met clients’ risk tolerances by identifying alternate funding opportunities and designing customized solutions.

Worked with Procurement & Purchasing departments from General Contractors & Electrical Contractors.