Julie Bertone

Experience

• 

  Nationwide

  Jan 1990 - Jan 2010

  Consultant

  • Analyzed current processes to identify improvement opportunities and integrated changes into the organization. Presented to management the proposed new processes and behavior changes.• Identified opportunities and facilitated projects resulting in positive incremental and breakthrough performance. Ensured returns on investments, helped business improve retention and increase sales.• Drove projects which responded to our customer, business or associates’ needs. Example of projects:Customer Information Mgmt (CIM) - impact to 7 million Nationwide Financial customersMerrill Connect Project - impact 2,500 users (internal, external and other business segments)Source & Inquira Project - impact to over 800 users (internal and external) Pension’s Sales Process - impact to over 600 users (internal and external Plan Administrators) • Completed process maps, made recommendations and conducted training to successfully improve processes. Show less

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  Nationwide Financial

  Jan 2000 - Jan 2005

  Relationship Manager

  • Established trusting relationships with external clients to help retain business and established good working rapport with sales personnel and other internal and external customers.• Accountable for overall satisfaction of the administration of external clients, which included: State of Wisconsin $3.2 billion in assets 4,227 participants State of Florida $2.1 billion in assets 79,191 participants City of Milwaukee $ 654 million in assets 9,521 participants State of South Dakota $ 150 million in assets 5,941 participants • Solved plan level issues and reviewed client contracts to maintain agreed upon service levels.• Received client requests and took responsibility and ownership to underwrite, prioritize and ensure implementation in an acceptable timeframe. • Coordinated with Sales, Product Management, Administration, Finance, Marketing, General Counsel and the field to determine the most appropriate strategy, price and product to quickly retain clients.• Evaluated strategies and objectives of external clients to provide better service and products. Show less

• 

  Nationwide

  Mar 2010 - now

  • Establishes relationships with partners, understands business strategies, objectives, key initiatives and processes to implement communication plans to drive awareness, changes and increase adoption of operational and analytical capabilities and opportunities in business units to meet strategic goals.• Change management lead for Tier 1 enterprise wide Customer Information Management (CIM) project, to ensure stakeholders, internal and external field leadership, associates, agents and customers are aware, understand and embrace the impacts that provide benefits and solutions. • Coordinate with numerous offices (technology, service centers, product, pricing, compliance, billing, agency offices, customer analytics, etc) to define issues and challenges, propose solutions, coordinate resolutions and adequately communicate. • Ensure returns on investments, help the business increase retention, expand relationships and increase sales. • Understand processes, prepare flowcharts and help support recommendations for enhancements.• Research, submit and facilitate project and analytic requests from business units. Analyze, identify, synthesize and drive findings to help improve operational inefficiencies and meet strategic goals. • Manage two associates to support agency inquires, education, communication needs and to synthesize customer analytic insights to present with partners to take actions. Show less

  • Sr Consultant

    Jul 2013 - now

  • Sr Consultant

    Mar 2010 - Jun 2013