Jason Willborn
President at SustainableHR PEO at SustainableHR PEO- Claim this Profile
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Bio
Credentials
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Life, Accident and Health Insurance License
State of WisconsinFeb, 2019- Sep, 2024 -
Certified Adult Mental Health First Aid USA
National Council for Behavioral HealthFeb, 2021- Sep, 2024 -
HubSpot Sales Software
HubSpot AcademyOct, 2022- Sep, 2024
Experience
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SustainableHR PEO
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United States
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Human Resources
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1 - 100 Employee
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President at SustainableHR PEO
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Apr 2023 - Present
SustainableHR PEO: Your Trusted Partner for High-Touch HR Solutions | Unlocking Business Potential through Local Expertise | Streamlined Outsourcing for Payroll, HR, and Employee Benefits | Experience the Advantage of our Dedicated Local Service Team SustainableHR PEO: Your Trusted Partner for High-Touch HR Solutions | Unlocking Business Potential through Local Expertise | Streamlined Outsourcing for Payroll, HR, and Employee Benefits | Experience the Advantage of our Dedicated Local Service Team
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AirDeck
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United States
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Software Development
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1 - 100 Employee
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Regional Vice President of Sales
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Oct 2022 - Apr 2023
➢ Use available data to accurately forecast sales and set appropriate performance goals ➢ Develop and maintain positive relationships with key clients, including negotiating and closing on major contracts ➢ Provides executive leadership and overall direction of activities. ➢Responsible for leading the development of the business strategy. ➢Overall responsibility for development of annual objectives. ➢Representing the Company in meetings with key customers… Show more ➢ Use available data to accurately forecast sales and set appropriate performance goals ➢ Develop and maintain positive relationships with key clients, including negotiating and closing on major contracts ➢ Provides executive leadership and overall direction of activities. ➢Responsible for leading the development of the business strategy. ➢Overall responsibility for development of annual objectives. ➢Representing the Company in meetings with key customers, brokers, and prospective customers. ➢Provides executive oversight of business operations by leading planning, strategy, and execution of the business plan. Show less ➢ Use available data to accurately forecast sales and set appropriate performance goals ➢ Develop and maintain positive relationships with key clients, including negotiating and closing on major contracts ➢ Provides executive leadership and overall direction of activities. ➢Responsible for leading the development of the business strategy. ➢Overall responsibility for development of annual objectives. ➢Representing the Company in meetings with key customers… Show more ➢ Use available data to accurately forecast sales and set appropriate performance goals ➢ Develop and maintain positive relationships with key clients, including negotiating and closing on major contracts ➢ Provides executive leadership and overall direction of activities. ➢Responsible for leading the development of the business strategy. ➢Overall responsibility for development of annual objectives. ➢Representing the Company in meetings with key customers, brokers, and prospective customers. ➢Provides executive oversight of business operations by leading planning, strategy, and execution of the business plan. Show less
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Tandem HR
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United States
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Human Resources Services
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100 - 200 Employee
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Director, Benefits Administration
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Nov 2021 - Oct 2022
QTI Human Resources was acquired by Tandem HR in September 2021 Responsible for the administration of Tandem’s health and welfare benefits, and retirement programs. ➢Lead a large team (15-20) of benefit professionals. ➢Contributes to strategic planning, direction, and goal setting for the department. ➢Responsible for coaching, developing, and engaging the Benefits Administration team. ➢Supports acquisition activity from due diligence through integration… Show more QTI Human Resources was acquired by Tandem HR in September 2021 Responsible for the administration of Tandem’s health and welfare benefits, and retirement programs. ➢Lead a large team (15-20) of benefit professionals. ➢Contributes to strategic planning, direction, and goal setting for the department. ➢Responsible for coaching, developing, and engaging the Benefits Administration team. ➢Supports acquisition activity from due diligence through integration for all matters related to benefits and retirement plan ➢Recommends policies, practices, and procedures that have a significant impact on the organization ➢Manage the effective communication of benefits to achieve employee awareness and understanding. ➢Evaluate, develop, and manage relationships with vendors and benefit providers, including service levels Show less QTI Human Resources was acquired by Tandem HR in September 2021 Responsible for the administration of Tandem’s health and welfare benefits, and retirement programs. ➢Lead a large team (15-20) of benefit professionals. ➢Contributes to strategic planning, direction, and goal setting for the department. ➢Responsible for coaching, developing, and engaging the Benefits Administration team. ➢Supports acquisition activity from due diligence through integration… Show more QTI Human Resources was acquired by Tandem HR in September 2021 Responsible for the administration of Tandem’s health and welfare benefits, and retirement programs. ➢Lead a large team (15-20) of benefit professionals. ➢Contributes to strategic planning, direction, and goal setting for the department. ➢Responsible for coaching, developing, and engaging the Benefits Administration team. ➢Supports acquisition activity from due diligence through integration for all matters related to benefits and retirement plan ➢Recommends policies, practices, and procedures that have a significant impact on the organization ➢Manage the effective communication of benefits to achieve employee awareness and understanding. ➢Evaluate, develop, and manage relationships with vendors and benefit providers, including service levels Show less
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The QTI Group
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United States
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Human Resources Services
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1 - 100 Employee
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Director - Benefits & HRIS
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Jun 2018 - Nov 2021
Administers both internal benefits for The QTI Group, as well as external benefits for the HR division. Services both internal employees as well as external clients. Responsible for all aspects of the benefits department and training of the benefit specialist and other QTI HR employees needing benefits knowledge. Provides strategic direction and leadership for the development, implementation, and evolution of HR systems, reporting and analytics in alignment with the business strategy.… Show more Administers both internal benefits for The QTI Group, as well as external benefits for the HR division. Services both internal employees as well as external clients. Responsible for all aspects of the benefits department and training of the benefit specialist and other QTI HR employees needing benefits knowledge. Provides strategic direction and leadership for the development, implementation, and evolution of HR systems, reporting and analytics in alignment with the business strategy. Collaborate with HR and business partners to understand needs, in order to, offer solutions that leverage systems capability and improve analytics. ➢Responsible for handling selection, management, administration, and compliance of large group benefit plans, including retirement plans, health, dental, vision and ancillary plans ➢Lead the new client onboarding presentation to ensure new employees understand QTI’s benefit offerings and to ensure a smooth transition with minimal errors ➢Maintain knowledge of all benefit offerings to communication opportunities to the client during the initial selling process and onboarding process ➢Ensure the efficient use of monies for efficient use of business resources, make recommendations, and improve efficiencies ➢Identify and lead continuous improvement efforts related to HRIS functionality and capability, integration with other company systems and HR processes and procedures ➢Leverage systems and technology to increase efficiency and productivity, as well as simplifying processes and programs for employees ➢Works on projects and initiatives that will continuously make systems, processes, and procedures better for QTI HR and PEO clients ➢Be a firm believer in continuous improvement and coach direct reports on creating a culture of openness and improvement. ➢Constantly considers and tests ideas to improve processes once they are established. Creates and manages SOP’s and ensures they are consistently used by all team members.
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Benefits Manager
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Jan 2017 - Jun 2018
The Benefits Manager is responsible for all aspects of the benefits department and training of the benefit specialists and other QTI HR employees needing benefits knowledge. ➢Provide a valued, cost effective collection of group benefits for PEO employees ➢Responsible for handling selection, management, administration, and compliance of benefits plans, including retirement plans, health and ancillary plans ➢Manage all benefit vendor relations ➢Ensure compliance of… Show more The Benefits Manager is responsible for all aspects of the benefits department and training of the benefit specialists and other QTI HR employees needing benefits knowledge. ➢Provide a valued, cost effective collection of group benefits for PEO employees ➢Responsible for handling selection, management, administration, and compliance of benefits plans, including retirement plans, health and ancillary plans ➢Manage all benefit vendor relations ➢Ensure compliance of all benefit plans and complete all necessary reporting ➢Coordinate all enrollments, including annual open enrollments for PEO and ASO clients ➢Conduct new employee orientation for PEO and ASO employees as well as group benefit presentations ➢Responsible for accurate and timely entry of benefits information in the HRIS system ➢Reconcile benefit information auditing the HRIS and vendor data ➢Investigate complex benefit issues on behalf of employees and clients ➢Identify system/process inefficiencies and possible improvements on a continual basis
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Sr. HRIS Support Generalist
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Oct 2016 - Jan 2017
The HRIS Support Generalist provides benefits, payroll and HR administration to small client. Involved in all aspects of the PEO relationship and maintain client contact. ➢Provide quality service by responding to, researching and resolving questions and inquiries from clients and worksite employees. Acts as the initial point of contact for all requests through the ticket system; effectively and accurately handle the requests or assign it to someone else on the QTI HR… Show more The HRIS Support Generalist provides benefits, payroll and HR administration to small client. Involved in all aspects of the PEO relationship and maintain client contact. ➢Provide quality service by responding to, researching and resolving questions and inquiries from clients and worksite employees. Acts as the initial point of contact for all requests through the ticket system; effectively and accurately handle the requests or assign it to someone else on the QTI HR team. ➢Ensure timely and accurate delivery and quality of payroll services to clients by analyzing, preparing and inputting payroll data and processing payroll for multiple clients; coordinate direct deposit transmissions and electronic fund transfers and preparing manual pay checks; compliance with court orders and garnishments; developing and adhering to internal systems, policies and procedures; responding promptly to client and worksite employee needs and communicating effectively. ➢Provide benefit support and assistance to clients and employees ➢Onboard new employees to QTI HR and all types of client companies ➢Provide human resources support to clients including advising and coaching on employee relation issues, policy and job descriptions ➢Support, maintain and develop client relationships ➢Maintain professional and technical knowledge
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Fred Meyer Jewelers
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United States
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Retail Luxury Goods and Jewelry
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300 - 400 Employee
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DCA Certified Diamond Specialist - (Part-Time)
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Jan 2006 - Feb 2017
Responsible for providing outstanding customer service, establishing and developing strong customer relationships, building individual sales volume and establishing new accounts. ➢Recommend products and recommend add-ons ➢Recommend preferred account to increase client spending ➢Meet/exceed monthly sales goals ➢Team with coworkers to increase sales effectiveness Responsible for providing outstanding customer service, establishing and developing strong customer relationships, building individual sales volume and establishing new accounts. ➢Recommend products and recommend add-ons ➢Recommend preferred account to increase client spending ➢Meet/exceed monthly sales goals ➢Team with coworkers to increase sales effectiveness
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AnchorBank, a division of Old National Bank
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Banking
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100 - 200 Employee
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Payroll & Benefits Specialist
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Apr 2014 - Oct 2016
Responsible for payroll processing for AnchorBank and Directors. Administer PTO program and court ordered wage assignments. Respond to initial inquiry from the Division of Unemployment Insurance and provide employment verifications to lenders. ➢ Responsible for scheduling and overall operation of the bi-weekly and semi-monthly payroll for AnchorBank and Directors. Review and input all incentives, commissions, and bonus requests. ➢ Complete payroll general ledger ensuring cost… Show more Responsible for payroll processing for AnchorBank and Directors. Administer PTO program and court ordered wage assignments. Respond to initial inquiry from the Division of Unemployment Insurance and provide employment verifications to lenders. ➢ Responsible for scheduling and overall operation of the bi-weekly and semi-monthly payroll for AnchorBank and Directors. Review and input all incentives, commissions, and bonus requests. ➢ Complete payroll general ledger ensuring cost center allocation. Maintain all general ledger journals for AnchorBank and Directors. ➢ Input new hire information, merit increases, status changes, promotions, payroll deductions, and payroll maintenance changes on a timely basis. ➢ Prepare termination packages for voluntary and involuntary terminations including COBRA, Release of Employment Records and 401K Distribution Forms. ➢ Responsible for court ordered wage assignments ➢ Process PTO transfer elections monthly in accordance with policy ➢ Respond to initial inquiries from the Division of Unemployment Insurance and provide employment verifications to lenders ➢ Conduct New Hire Orientation ➢ Analyze/compare salary surveys and create compensation/staffing reports for Executive Management ➢ Enroll new hires and current employees in company benefits ➢ Recruitment ➢ ACA Reporting ➢ Travel as required
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Human Resources Specialist
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Jan 2007 - Apr 2014
Assist in the recruitment and benefits administration of the Human Resources Department. Conduct New Hire Orientation and create monthly reports for VP’s and Executive Management. ➢Recruitment Assistant ➢Conduct New Hire Orientation bi-weekly and conduct Security Orientation monthly ➢Analyze/compare salary surveys and create compensation/staffing reports for Executive Management ➢Enroll new hires and current employees in company benefits ➢Enter Performance… Show more Assist in the recruitment and benefits administration of the Human Resources Department. Conduct New Hire Orientation and create monthly reports for VP’s and Executive Management. ➢Recruitment Assistant ➢Conduct New Hire Orientation bi-weekly and conduct Security Orientation monthly ➢Analyze/compare salary surveys and create compensation/staffing reports for Executive Management ➢Enroll new hires and current employees in company benefits ➢Enter Performance Appraisals into tracking system ➢Travel for yearly open enrollment of benefits ➢Attend job fairs and act as company ambassador ➢Coordinate corporate travel for Executive Management ➢Negotiate yearly hotel contracts ➢Promote EAP program ➢Travel as required ➢Send initial COBRA/HIPPA Notices
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Administrative Assistant - Human Resources
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Jan 2005 - Jan 2007
Maintain confidentiality of HR information, answer questions relating to Human Resources, input and track applicants for recruitment process and Affirmative Action Plan. ➢Answer questions relating to Human Resources ➢Input/track applicants ➢Schedule internal/external interviews ➢Update job board and job line
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Administrative Assistant - Collections
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Nov 2003 - Jan 2005
Prepare and send confidential correspondences, process payments received and send assist VP in preparing monthly reports for executive management and the board of directors. ➢Answer ten line phone system and direct to appropriate coworkers ➢Prepare and send correspondences ➢Reconcile general ledgers ➢Send correspondences to credit bureaus
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Assistant Store Manager
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Sep 2000 - Nov 2003
Responsible for providing outstanding customer service, establishing and developing strong customer relationships, building individual sales volume and establishing new accounts. ➢Manage Staff ➢Meet/exceed monthly sales goals ➢Handle Customer Issues ➢Recommend products and recommend add-ons ➢Recommend preferred account to increase client spending ➢Team with coworkers to increase sales effectiveness Responsible for providing outstanding customer service, establishing and developing strong customer relationships, building individual sales volume and establishing new accounts. ➢Manage Staff ➢Meet/exceed monthly sales goals ➢Handle Customer Issues ➢Recommend products and recommend add-ons ➢Recommend preferred account to increase client spending ➢Team with coworkers to increase sales effectiveness
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Education
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1997 - 1999
University of Wisconsin-Rock County
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Community
