Jonathon Gilbertson is a highly qualified professional, who works in Practifi as a Customer Success Manager since 2019. Jonathon has earned professional experience in more than seven positions at different companies. Jonathon Gilbertson went to the University of Wisconsin - Madison and received education from 2007 to 2011. Madison, Wisconsin is the area, where this professional was lastly known to be living. This expert's email address and phone can be easily accessed through this website on demand.
Name variants:
Jonathon Gilbertson
Last updated May 27, 2024
Contact Information
Last Update
Jul 14, 2022
Email
jo**@practifi.com, jo**@gmail.com, jg**@plexusgroupe.com
Location
Madison, WI
Company
Practifi
Workplace
Customer Success Manager
Work History
Client Relationship Manager
22 west Washington St, Chicago, IL 60602
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 manage...
Sep 1, 2016 — Dec 2018
Client Manager
21805 Field Pkwy SUITE 300, Deer Park, IL 60010
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 imple...
Mar 2016 — Sep 2016
Client Service Representative
125 south Wacker Dr SUITE 2075, Chicago, IL 60606
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, billin...
Jan 2014 — Feb 2016
Claims Associate
300 north La Salle St FLOOR 17TH, Chicago, IL 60604
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...
Jan 2012 — Jan 2014
Lead Member Service Representative and Lead Teller
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 in...
Apr 2011 — Jan 2012
School of Engineering - Financial Associate
Handling of full cycle of accounts payable
Preparation of financial statements and invoices in an accurate manner
Jun 1, 2009 — Oct 1, 2011
Education
2007 — 2011
Occupations
Executive
Manager
Accountant
Finance and Accounting Specialist
Sales Specialist
Relationship Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service
Skills
Customer Service
Finance
Claim
Insurance
Sales
Microsoft Office
Employee Benefits
Leadership
Health Insurance
Microsoft Excel
Underwriting
Powerpoint