Jonathon Gilbertson Email & Phone Number

Madison, Wi, Us

Madison, Wisconsin

• Oversee and mentor a high-performing team of 3 professionals in the Client Success department• Managed and led the strategic growth of a multi-million dollar portfolio • Implemented successful customer retention strategies, resulting in low churn rate• Collaborated with cross-functional teams to identify and capitalize on revenue-generating opportunities within team's client accounts• Fostered strong client advocacy through exceptional service, leading to positive testimonials… Show more • Oversee and mentor a high-performing team of 3 professionals in the Client Success department• Managed and led the strategic growth of a multi-million dollar portfolio • Implemented successful customer retention strategies, resulting in low churn rate• Collaborated with cross-functional teams to identify and capitalize on revenue-generating opportunities within team's client accounts• Fostered strong client advocacy through exceptional service, leading to positive testimonials and referrals• Acquired and demonstrated proficiency by obtaining the Salesforce Administrator Certification, enhancing technical knowledge and contributing to more effective client solutions Show less

Chicago, Il

• Primary point of contact for 40+ esteemed financial firms• Key responsibilities include identifying opportunities and ensuring seamless collaboration across all facets of the client engagement• Conducted comprehensive training sessions for clients, enhancing their proficiency in utilizing CRM SaaS applications• Presented Strategic Account Business Reviews (SABRs) to senior management, fostering enhanced business partnerships

Chicago, Illinois

• Provide general and technical assistance to clients who utilize Morningstar’s data and risk management services • Responsible for New York territory • Consult with clients’ upper level management to understand and deliver macro level goals and initiatives • Built relationships with front, middle, and back office employees to ensure long term growth • Participated in onsite meetings with clientele throughout the implementation cycle and into support • Demonstrated… Show more • Provide general and technical assistance to clients who utilize Morningstar’s data and risk management services • Responsible for New York territory • Consult with clients’ upper level management to understand and deliver macro level goals and initiatives • Built relationships with front, middle, and back office employees to ensure long term growth • Participated in onsite meetings with clientele throughout the implementation cycle and into support • Demonstrated unique products in front of clients/prospects ranging from C-level employees to mid-level associates • Act as contact person for day to day client servicing and inquiries Show less

Chicago, Il

• Analyze and optimize benefit plans for client savings opportunities• Monitor financial performance to understand market trends and assure clients are meeting budget goals• Develop and implement employee communication and wellness strategies• Act as part of sales team to showcase department’s value and abilities• Manage the client service team and client relationship• Handle renewal marketing for a variety of different size clients • Consult with clients upper level… Show more • Analyze and optimize benefit plans for client savings opportunities• Monitor financial performance to understand market trends and assure clients are meeting budget goals• Develop and implement employee communication and wellness strategies• Act as part of sales team to showcase department’s value and abilities• Manage the client service team and client relationship• Handle renewal marketing for a variety of different size clients • Consult with clients upper level management to understand and deliver macro level goals and initiatives• Manage benefit plan audits for current and prospective clients• Office Representative for company’s Wellness Committee Show less

Chicago, Il

• Acted as contact person for day to day client servicing and inquiries• Provided marketing and client services for designated clients and prospects• Ensured accuracy of benefit plans, billing, and reporting structure• Coordinated the implementation of new benefit programs by comparing plan’s competitiveness against benchmarking data• Resolved data issues related to eligibility and enrollment• Mediated between benefit providers and employees by assisting with any employee… Show more • Acted as contact person for day to day client servicing and inquiries• Provided marketing and client services for designated clients and prospects• Ensured accuracy of benefit plans, billing, and reporting structure• Coordinated the implementation of new benefit programs by comparing plan’s competitiveness against benchmarking data• Resolved data issues related to eligibility and enrollment• Mediated between benefit providers and employees by assisting with any employee related insurance issue• Prepared visual aids (Marketing Analysis, Guides, Summaries, PowerPoints, etc.) for presentations• Member of the office’s Wellness, Social, and Philanthropic Committee Show less

Chicago, Il

• Analyzed new claims and advised clients on best strategy for handling• Solved claim issues for Workers’ Compensation, Liability, Property, and Professional Liability• Used an organized team approach to provide sales support and consultative results for producers on claims• Set up and entered new claims into claim management system providing thorough documentation• Facilitated creating special service plans for high value accounts• Maximized availability of carrier… Show more • Analyzed new claims and advised clients on best strategy for handling• Solved claim issues for Workers’ Compensation, Liability, Property, and Professional Liability• Used an organized team approach to provide sales support and consultative results for producers on claims• Set up and entered new claims into claim management system providing thorough documentation• Facilitated creating special service plans for high value accounts• Maximized availability of carrier resources to clients and followed up to ensure client’s claims receive priority attention Show less

Madison, Wi

• Manage teller line, multi-teller environment• Train tellers to identify sales opportunities• Monitor teller station cash balances, vault records, cash supply, and inventory of negotiable instruments• Oversee large cash transactions, internal/external currency transfers, daily balancing• Resolved customer issues

Madison, Wi

• Handling of full cycle of accounts payable• Preparation of financial statements and invoices in an accurate manner