Jason Levreault Email & Phone Number

Holly Springs, NC, US

Remote

Remote

• Developed and executed the client service / relationship management vision for the organization, leading to increased service levels, client satisfaction, and client retention
• Hired, trained, developed, and managed three teams of Account Managers responsible for the execution of the HealthSherpa mission across our carrier, agency, and business partnerships
• Lead the overall evaluation, development, implementation, and training for an organization-wide CRM, leading to efficiency gains and knowledge sharing across company
• Managed and transformed the RFP response and contracting processes for the organization, leading to the onboarding of new clients and millions of dollars in new business revenue
• Partnered with engineering and product teams to scope, manage, and deliver compelling high-value products to clients

Westport, CT

• Developed trusted partnerships with some of the largest, most sophisticated global institutions in the world including public and corporate pension funds, endowments, foundations, 3rd party distributors, and investment.
• Designed and delivered unique content and analytics on markets and investments, portfolio construction, and complex account structuring to produce meaningful outcomes for client portfolio decisions
• Actively participated in and managed team projects, business initiatives and training and education opportunities for team members through transparent growth feedback coaching

Westport, CT

• Conducted deep portfolio and market analysis to design reporting and transparency for clients and internal stakeholders
• Results-focused transformation of 3 work streams in the highest volume workflow resulting in automation of 60-70% of the process and a reduction in production time and error rate
• Collaborated with the Client Advisor team to understand client needs, ideate and deliver effective solutions

Westport, CT

• Managed the day-to-day operations of the Client Service Reporting team ensuring high-quality deliverables, real-time problem solving, and cross-department collaboration
• Led a 25-person team including hiring, training, development, and assessment while simultaneously designing scalable and sustainable systemization of processes and a secure technology infrastructure
• Coordinated the high-volume delivery of 20k reports/year through while managing costs and maintaining quality

Westport, CT

• Management team member responsible for day-to-day project management and cross-department initiatives
• Partnered with the department head to execute business planning, quarterly CIO calls, and process improvements
• Analyzed and synthesized client feedback to produce influential visualizations for executive presentations

Westport, CT

• Partnered with hiring managers to create, execute, and evolve search strategies informed by data-driven market analysis
• Project managed multiple searches while ensuring seamless logistics and exceptional candidate experience
• Secured ~50+ hires/year during high growth of company in junior through senior roles in Client Service, Investment groups, and various management functions throughout the firm

Office of Student Activities

Ma, Industrial/Organizational Psychology

Activities and Societies: Graduate Assistantship - Office of Student Activities

Ba, Psychology

Activities and Societies: President, Vice President, and Chairman of the Criminal Justice Club (American Criminal Justice Association.

Bs, Criminal Justice - Investigative Services

Activities and Societies: President, Vice President, and Chairman of the Criminal Justice Club (American Criminal Justice Association.