Jonathan Monterecy, or as we like to call him, Monty, is all about the client. But what does it mean to be all about the client? In this industry, we all need to be zeroed in on the needs of the client.
Monty’s journey to becoming the new Director of Client Experience at ITC was a somewhat unconventional one.
After graduating from Bryant College in 1999 with a bachelor’s degree in marketing and communications, Monty turned down a job offer from Fidelity Investments to work out of his friend’s basement. He says, “My parents were thrilled.” From his friend’s basement, Monty forged a new path that afforded him unique opportunities that otherwise he might not have experienced.
He says, “I’m glad I chose this path as I’m sure I learned much more about business, marketing, and management. Plus, there was never a dull moment.”
From 2009 through 2015, Monty was the GM and eventually the VP of training for a digital marketing company that provided a digital marketing solution for the independent insurance space. The system included a proprietary agency management system, websites, and a CRM tool. That’s one reason we felt he was a perfect fit for our team.
However, what we liked most was Monty’s experience with change.
Had Monty chosen a career at Fidelity Investments or, as he says, “chosen the blue pill” (a reference to the popular movie The Matrix), his experiences might have been different. He might not have learned as much about modern technology's value and its role in serving the modern consumer.
Consumers drive change, and the better you understand the consumer, the easier it is to predict where the industry is headed. This helps agencies like yours save resources, time, and better serve your clients.
Join us in welcoming our new Director of Client Experience, Jonathan “Monty” Monterecy, to the ITC Tribe!
This is the Way he works.
Director of Client Experience, father, husband, COVID prisoner.
One word that describes how you like to work.
Current mobile device:
Dell XPS … something something.
Project(s) you’re currently working on:
Client Onboarding and training processes, department structure, power washing my fence.
Accomplishments you’re proud of:
My two kids, my wife, being chosen as a VMS/MIT Mentor for RI small business and entrepreneurs, traveling abroad alone, overcoming public speaking fears.
What are your goals for the next 12 months?
Improve client onboarding experience and streamline department processes.
What are your biggest professional challenges?
Prioritizing tasks, retaining employees, learning as much as I can as quickly as possible, putting the right people in the right seats on the bus.
What do you like most about your job?
Working with a diverse group of professionals, fixing what’s broken, and helping to provide a better overall ITC experience for our clients.
What technology, apps, or tools can’t you live without?
Describe your workspace.
Backyard sunroom, working at a standing desk.
How do you manage your to-do list?
Clearly separate tasks by priority and time.
What’s your best time-saving tip or hack?
Use email Rules. Use email templates.
What’s the first thing you do when you get into the office?
Stretch, planks, and pushups (rinse repeat every 2 hours).
What do you listen to while working?
Spotify on Shuffle (60’s to 90’s everything).
What are you currently reading?
Nothing at the moment (I’m consumed with my 3-year-old and 8-month-old).
Coffee or tea?
Night owl or morning person?
What are you watching on Netflix right now?
The Boys season 2 on Prime.
What does a typical day look like for you?
Process documentation, team meetings and check-ins, helping with client issues, meeting new ITC team members.
What’s the best advice you’ve ever received?
Once you lick from the lollypop of mediocrity, you will suck forever. Surround yourself with smarter people. Duplicate yourself in order to move up. Give a sh**.
If you could switch jobs with someone, who would it be?
Dustin Johnson (Golfer).