Jonathan P. Wackerly

Client Success Executive, True Benefit An Amwins Group Company

Role
Client Success Executive at True Benefit
Location
Norfolk, VA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Jonathan P. Wackerly

Results-focused Professional with solid success in managing client relationships, operations, projects, process improvement initiatives and teams. Proven record of achieving dynamic gains in performance and profitability.Effective manager who gains consensus and thrives on the professional development of staff. Experienced in designing and executing strategies that improve productivity, performance and retention. Consistently delivers mission-critical projects that enhance revenue and competitive position. Outstanding communication, presentation and interpersonal skills.Leader with collaborative management style who motivates teams to highest potential and achieves corporate objectives.Strategist and competitive team player with complementary blend of big-picture vision and analytical focus.

Experience

  1. Client Success Executive

    True Benefit

    Nov 2021 — Present

Education

  • University of Cincinnati

    Marketing/Management

Skills

  • Business Process Improvement
  • Manage Client Relationships
  • 401k
  • Strategy
  • Management
  • Operations Management
  • Retirement
  • Financial Services
  • Team Leadership
  • Client Relations Skills
  • Leadership
  • Series 63
  • Cross-Functional Team Leadership
  • Customer Service

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Jonathan P. Wackerly — Client Success Executive at True Benefit in Norfolk, VA, US | Unifers