Jonathon Gilbertson Email & Phone Number

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
• Fostered strong client advocacy through exceptional service, leading to positive testimonials and referrals

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

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

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

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

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