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Ben Morris
Experienced Executive with a background in Consumer Directed Healthcare and Payment Solutions
Professional Background
Ben Morris is a seasoned professional with over two decades of robust experience in the Financial Services and Employee Benefits industries. His journey began in 1999 when he co-founded UMB Healthcare Services, where he not only played a pivotal role in establishing the organization but also displayed exceptional versatility by excelling in various functions. His leadership qualities shone through as he navigated roles in sales, marketing, product development, implementation, client relationship management, and strategic vision settings. Ten years into his tenure, Ben was appointed President of UMB Healthcare Services, where he effectively honed his skills in management and team building. Under his leadership, UMB Healthcare Services witnessed remarkable growth, becoming the custodian of over 1.5 million Health Savings Accounts (HSAs) and overseeing deposits and assets exceeding $3 billion. Additionally, his team successfully established over 5 million multi-purpose debit cards, solidifying the organization’s position in the marketplace.
After his fruitful tenor at UMB, Ben embarked on a new venture with Equity Bank, where he was tasked with spearheading the establishment of another Healthcare Services group. He adeptly donned multiple hats during this experience, notably leading the implementation of a comprehensive benefits platform for HSAs and notional accounts. His efforts were targeted towards delivering consumer-directed healthcare accounts to communities in Missouri, Kansas, Arkansas, and Oklahoma, thus expanding access to essential financial services across various demographics.
Most recently, Ben stepped into the role of Managing Director of Client Management at PayFlex, a notable acquisition of Millennium Trust Company. In this capacity, he continues to leverage his extensive experience to enhance client management strategies and deliver unparalleled services to clients within the benefits space.
Education and Achievements
Ben's academic background lays a solid foundation for his distinguished career. He has pursued higher education with a focus on executive leadership and the economic fundamentals that shape the agricultural sector. Ben studied for his Executive MBA at Rockhurst University, a program designed to equip leaders with practical skills and strategic insights necessary for navigating complex business environments. Additionally, he earned his degree in Agricultural Economics from the University of Missouri-Columbia, providing him with the analytical acumen to approach diverse challenges within the business landscape.
Ben is not only an accomplished leader but also a well-respected figure in the industry, serving at the Board level for several associations including the Employers Council on Flexible Compensation, American Bankers Association, and the Employee Benefits Research Institute. His involvement in these organizations has afforded him valuable insights into the intricacies of lobbying in Washington D.C., as well as the opportunity to converse with other talented leaders who are pioneering innovations in Consumer Directed Healthcare. His expertise has been recognized across the industry, regularly featuring him as a panelist and speaker at multiple conferences, where he shares his knowledge and experience as an expert in Consumer Directed Healthcare.
Achievements
Ben Morris's career is marked by numerous accomplishments that reflect his commitment to excellence and innovation in the healthcare services sector. Significant achievements during his tenure at UMB Healthcare Services include:
- The successful establishment of UMB Healthcare Services as a leading provider of HSAs, ensuring the organization's growth and stability in an evolving healthcare market.
- The growth of client accounts to over 1.5 million HSAs, reinforcing his strategic vision and market understanding.
- The management of over $3 billion in deposits and assets, demonstrating his ability to oversee substantial financial resources effectively.
- The implementation of a robust card program that issued over 5 million multi-purpose debit cards, enhancing accessibility and convenience for clients.
- His recent role at PayFlex as Managing Director of Client Management, focusing on innovative service delivery and enhanced client relationships.
Ben's skills are as diverse as his responsibilities. He possesses a strategic vision that transcends traditional barriers, a solution-oriented mindset, and a relationship-focused approach that has fostered strong partnerships throughout his career. His considerable experience in cross-functional team building has been instrumental in creating collaborative environments wherein various stakeholders can thrive.
In addition to his professional expertise, Ben remains dedicated to contributing positively to the community through his involvement in board roles and speaking engagements that are focused on advancing the industry and accessibility of healthcare solutions.
In summary, Ben Morris is a visionary leader in the Financial Services and Employee Benefits industries. His rich experience, complemented by a solid educational grounding, has underpinned his remarkable career, equipping him with the insights necessary to lead and innovate in a rapidly changing market. From his early beginnings at UMB Healthcare Services to his current impactful role at PayFlex, Ben continues to pave the way for advancements in healthcare services, ensuring that individuals have access to the financial resources needed for their well-being.
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Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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