Crystal Morstadt Email & Phone Number

Manage customer relations by resolving customer questions and problems over the telephone and Internet in the areas of system configuration/setup and product functionality. Assist in creating custom reports for customers using Crystal Reports.; New Customer Implementation and TrainingTransitioned new clients to begin service with professional employer organization (PEO), including setup and processing of workers' compensation, unemployment and employer tax accounts. Enrolled new employees into PEO including setup and processing of income taxes, child support orders, and company benefit selections. Managed and coordinated the enrollment process for every new client while creating and presenting training sessions for both clients and new employees on internal payroll systems, benefit programs and human resource processes. Assisted on all company audits, including benefits, workers' compensation and tax. Interfaced daily with Sales staff to maintain customer relationships.

Reviewed and maintained general ledger accounts for accuracy while assisting in the preparation of financial statements. Assisted in the accounts receivable cash management process while developing cash projects and monitoring the results. Administered and processed all accounts payable including taxes, benefits and vendor payments.

Bachelors, Accounting/Business Management

Associates, Accounting/Business Management