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Morgan Lyons Email & Phone Number

Customer Services Coordinator at CBRE
Location: Minneapolis, Minnesota, United States 9 work roles 2 schools
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Current company
Role
Customer Services Coordinator
Location
Minneapolis, Minnesota, United States

Who is Morgan Lyons? Overview

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Morgan Lyons is listed as Customer Services Coordinator at CBRE, based in Minneapolis, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Morgan Lyons.

Morgan Lyons previously worked as Provider Relations Advocate Senior at Unitedhealth Group and Customer Care Coordinator at The Clinic For Medical Aesthetics. Morgan Lyons holds Bachelor Of Applied Science (B.A.Sc.), Business Administation from Metro State University.

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Email format at CBRE

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CBRE

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Profile bio

About Morgan Lyons

As a proactive Team Lead and Customer Care Coordinator at CBRE, I’ve successfully managed to juggle multiple projects simultaneously, I excel in maintaining progress and status updates, ensuring seamless operations despite the fast-paced environment where new challenges arise daily.My ability to prioritize tasks and seamlessly jump into projects at any given moment has been instrumental in driving efficiency and supporting our team’s success. From coordinating schedules to resolving inquiries, I am dedicated to providing top-tier administrative support while fostering a collaborative and productive work environment.

Current workplace

Morgan Lyons's current company

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CBRE
Cbre
Customer Services Coordinator
Website
AeroLeads page
9 roles

Morgan Lyons work experience

A career timeline built from the work history available for this profile.

Customer Services Coordinator

Current

Dallas, Tx, Us

•Gather supporting documentation to complete voucher forms and process brokers commission payments.•Coordinate complex on/off site meetings and conferences.•Provides general administrative support to an office or group of sales professionals.•Responsible for creating and maintaining team trackers, expense reporting, calculating commission splits, preparing proposal, presentation and communication materials.•Coordinates the distribution of internal and external marketing information.•Maintains CBRE brand, product, office and client messaging and consistency by applying templates to produce marketing materials including flyers, proposals, tour books, maps, floor plans and qualification packages.•Update and maintain various information for a range of databases.•May coordinate advertising schedules and placement with local centralized marketing groups.•May schedule appointments, keep calendars and arrange travel itineraries and meeting room reservations.•Generates standard and ad hoc reports as required and assist with website updates (as needed).•Tracks, collates and maintains inventory of marketing materials.•Organizes the preparation and production of customized, client specific property information packages in response to Requests for Information (RFIs) and Requests for Proposals (RFPs).

Jan 2022 - Present

Provider Relations Advocate Senior

Us

Serve as the primary liaison for healthcare providers, including physician offices, hospitals, and clinics, ensuring seamless communication and resolution of inquiries. Expertise in navigating service contracts, in-network and out-of-network services, billing procedures, medical claims, and prior authorizations. Provide comprehensive guidance on using the online portal to streamline provider operations. Dedicated to delivering first-call resolution and an exceptional customer service experience by educating providers and fostering strong, positive relationships. Committed to leaving a lasting impression through professionalism, efficiency, and resourceful support.

Apr 2020 - Dec 2021

Customer Care Coordinator

The Clinic For Medical Aesthetics

• Coordination of Front Desk/Guest service duties including answering phone calls, scheduling procedures, taking messages and managing appointment calendars for all providers and clinicians.• Monitor and respond to email inquiries and social media throughout the day.• Maintain accurate tickets and scheduling in Orchid (POS).• Welcome new patients help assist them with paperwork any questions they may have.• Ensure that patient charts are accurate and up to date in Orchid (POS)/patient charts.• Check patients in and out. Schedule follow-up appointments and assist patients to pre-book for future procedures.• Very knowledgeable of different procedures we offer and able to go into depth explaining to patients.• Call patients to confirm appointments and following up with them after procedures. • Create and send out monthly birthday campaigns through Orchid (POS) on the first of every month.• Apply numbing cream for clinicians if needed before patient procedures.• Assisting any clinicians if they need assistance with any patient procedure.• Ensure that the front end lobby and retail areas are neat and orderly. Help with displaying different product line/feature items of the week, month, etc.• Monitor and maintain product inventory and ordering.• Helping create/update/monitor social media platforms.• Extensive customer service and customer relations skills.• Help with creating and executing office promotions.

Aug 2018 - Apr 2020

Office Paraprofessional

Wayzata East Middle School

• Answer and/or direct phone calls.• Handled incoming and/or outgoing mail.• Photocopy, fax and scan material for office staff/teachers/students as needed.• Maintained paper inventor and contacted vendor for service as needed.• Managed daily office operations such as: coordinate office projects to assure completion and deadlines met.• Monitored entrance security, making sure students/staff/visitors were being checked in/out of building correctly.• Supervised school lunches.• Updated and/or created Excel spreadsheets.• Updated student attendance in Skyward (POS) when coming into school late/early.

Mar 2018 - May 2018

Customer Service Manager

Wayzata Home Laundry

-Led customer-facing operations, ensuring exception service, timely order fulfillment, and issue resolution.-Supervised and trained staff, fostering a professional and customer-focused environment.-Streamlined workflows between customer service and production teams to optimize efficiency.-Maintained accurate transaction records and monitored inventory to support smooth daily operations.

Jan 2013 - Mar 2018

Guest Relations Representative

Wayzata Home Laundry

• Exceeded expectations of front/back products knowledge.• Maintained clear communication between front counter staff, customers, and dry-cleaning professionals.• Ensuring customer experience and relationship is top priority.• Continuously multi-tasking, aiding with front and back office activities.

Jan 2003 - Jan 2013

Assistant Manager/Guest Relations Representative

The Hair District

• Focused on a unique customer experience and retention while sustaining a positive drive, ensuring management objectives are exceeded.• Excelled in quality customer service.• Responsible for on boarding and training all new hires.• Collaborate and strategize with salon owners and managers on various monthly/quarterly promotions and incentives.• Assisted with the launch of a new location.

Jan 2007 - Jan 2012

Hostess

Wayzata Eatery

• Answering the phones/scheduling reservations.• Greeting and seating guests.• Assisting servers, clearing tables, expediting food and drinks.

Jun 2006 - Jan 2007

Cashier/Hostess/Busser

Louie'S Habit

• Helping customers place to go orders, expediting food and drinks.• Greeting and seating of guests, setting up reservations.• Assisting servers, clearing tables.

Jan 2004 - Jun 2006
Team & coworkers

Colleagues at CBRE

Other employees you can reach at cbre.us. View company contacts →

2 education records

Morgan Lyons education

Bachelor Of Applied Science (B.A.Sc.), Business Administation

Metro State University

Associate Of Arts (A.A.), Generals

Mnneapolis Community Technical College
FAQ

Frequently asked questions about Morgan Lyons

Quick answers generated from the profile data available on this page.

What company does Morgan Lyons work for?

Morgan Lyons works for CBRE.

What is Morgan Lyons's role at CBRE?

Morgan Lyons is listed as Customer Services Coordinator at CBRE.

Where is Morgan Lyons based?

Morgan Lyons is based in Minneapolis, Minnesota, United States while working with CBRE.

What companies has Morgan Lyons worked for?

Morgan Lyons has worked for Cbre, Unitedhealth Group, The Clinic For Medical Aesthetics, Wayzata East Middle School, and Wayzata Home Laundry.

Who are Morgan Lyons's colleagues at CBRE?

Morgan Lyons's colleagues at CBRE include Robert Staufenberger, Kevin Ormanoski, Pano Karatassos, Jorge Acosta, and Katrin Gist.

How can I contact Morgan Lyons?

You can use AeroLeads to view verified contact signals for Morgan Lyons at CBRE, including work email, phone, and LinkedIn data when available.

What schools did Morgan Lyons attend?

Morgan Lyons holds Bachelor Of Applied Science (B.A.Sc.), Business Administation from Metro State University.

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