True Benefit
Jonathan P. Wackerly possesses extensive experience in client management and operations within the financial services industry. As a Client Success Executive at True Benefit since November 2021, Jonathan excels in providing top-tier customer service and effective communication regarding complex benefit information. Previously, as a Senior Account Executive at AssuredPartners/Financial Directions from November 2013 to November 2021, Jonathan was highly regarded for executing successful Benefits Administration for clients. With a lengthy career at Fidelity Investments from 1996 to 2013, Jonathan held several significant roles, including Defined Benefit Operations Manager and 401K Operations Manager, where responsibilities included leading teams, managing substantial budgets, and ensuring regulatory compliance. Jonathan holds a degree in Marketing/Management from the University of Cincinnati.
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True Benefit
Who We Are Founded in 2000 and acquired by AmWINS in 2016, True Benefit assists Professional Employment Organizations (PEOs), small businesses and individuals to get the best insurance plans to meet their strategic insurance needs. We leverage the large buying power of thousands of small clients under the PEO umbrella to scale attractive, competitive solutions to our clients. Our goal is to develop strategic benefit strategies that bring smaller companies the offerings typically available only to Fortune 500 companies. Daily, we seek to help our clients attract and retain world class employees and receive a better ROI on their most important asset, their employees.