Jaclyn A. Email & Phone Number

United States

Dallas, Tx

As a licensed insurance agent, I bring extensive expertise in both property and casualty insurance as well as life insurance. My background includes significant experience as a customer support manager, where I developed strong skills in client relations and strategic problem-solving. I excel in managing insurance billing processes and overseeing claims management, ensuring that clients receive timely and accurate support throughout their insurance journey.I am dedicated to delivering exceptional service, striving to exceed client expectations while driving positive outcomes for the business. My approach combines a thorough understanding of insurance products with a commitment to building long-term relationships. I thrive in fast-paced environments and am adept at navigating complex situations to find effective solutions.With a focus on continuous improvement and client satisfaction, I aim to contribute positively to the insurance industry while supporting clients in making informed decisions about their coverage. My goal is to empower individuals and businesses to protect their assets and secure their futures through comprehensive insurance solutions.

Orlando, Florida, United States

East Syracuse, Ny

Successfully led end-to-end client implementations on the PrismHR system, overseeing the entire process from sales documentation to closing the deal. Acted as the primary point of contact and project manager, ensuring seamless onboarding and adoption of PrismHR technology for clients. Fostered lasting relationships by proactively addressing client concerns and ensuring quick resolution of issues.Expert in setting up journal entries, training clients on payroll processing, time and attendance management, electronic onboarding, benefits selection, and applicant tracking. Consistently highlighted the benefits of Professional Employer Organizations (PEO) and demonstrated the value of being a trusted business partner in driving client success.Skilled in managing multiple client implementations, including system configuration, data migration, production support, and comprehensive project coordination. Served as a product expert, leading client trainings on PrismHR and other employee management platforms. Delegated and monitored ClientSpace tasks for the Implementation team, ensuring timely and accurate completion.Proven track record in showcasing product enhancements, safeguarding data confidentiality, and resolving discrepancies. An effective communicator with a strong aptitude for debugging, problem-solving, and building strategic partnerships across all organizational levels.

Waco, Tx

Delivered high-level consultative support for both internal and external stakeholders, managing, training, and executing a large-scale software migration. Recognized as a subject matter expert in PEO time & labor, report generation, certified payroll processing, job costing, and union management, ensuring streamlined and efficient solutions for clients.Led comprehensive client setups and provided expert training on payroll, tax, and time & labor processes, while implementing change control measures and driving major implementation enhancements using standardized methodologies.Successfully acquired 10 new clients over the past two years through the development and execution of targeted marketing strategies, while providing continuous payroll and technical support to foster long-term client relationships. Demonstrated success in remote work, operating 95% of the time in a virtual capacity while maintaining exceptional service delivery.

Addison, Tx

Provided specialized support in managing daily payroll operations, ensuring accurate and timely payroll entries, garnishments, direct deposits, employee setups, PTO adjustments, and adherence to SOX compliance and FLSA labor standards. Acted as a trusted business partner to over 60 clients, overseeing all payroll-related inquiries and collaborating across departments, including HR, benefits, risk management, and finance.Assumed full accountability for reviewing employee data, calculating wages, preparing payments, and maintaining precise payroll records. Delivered technical support and training to clients and employees on payroll software and procedures, ensuring smooth operations and swift issue resolution.Identified and implemented best practices in onboarding, project management, and payroll processing to meet the unique HR and payroll needs of clients. Successfully processed high-volume payrolls for over 4,500 employees weekly, managing anywhere from one to 50+ payrolls per day based on client requirements. Built and maintained strong relationships with nationwide clients, consistently delivering high-quality service.

Richardson, Texas, United States

Managed comprehensive payroll operations, including data entry, garnishments, child support setups, earnings and deductions, specialty taxes, bonus and adjustment runs, vacation accruals, retirement setups, and job costing. Expertly processed multi-state payrolls for over 140 accounts, ensuring confidentiality, accuracy, and compliance with local, state, and federal regulations.Mentored and coached new hires on payroll policies and procedures, offering expert guidance on employment laws, FLSA guidelines, and ACA compliance. Led the successful implementation of HRMS solutions, serving as team lead and go-to expert for clients and peers on complex issues such as ACA, multi-level and multi-state garnishments, FLSA, and SOX compliance.Consistently delivered best-in-class customer service, excelling in managing challenging client relationships with a focus on retention and satisfaction. Adept at handling high-pressure environments while maintaining strong attention to detail and fostering client loyalty.

Irving, Texas, United States

Held full accountability for managing payroll processing for 50+ companies in a Professional Employer Organization (PEO) partnership, serving as a trusted advisor on payroll, HR, and compliance matters. Provided expert assistance on HR, retirement, legal issues, health and welfare, and employee benefits, ensuring adherence to local, state, and federal employment laws.Maintained and nurtured strong relationships with nationwide clients while efficiently processing high-volume payrolls for 4,500+ employees on a weekly basis. Accurately managed certified payrolls, job costing, and generated detailed reports to support client needs.Delivered high-level support on workforce optimization solutions, partnering with clients to meet their HR, sales, and performance objectives, and consistently ensuring that clients received optimal service and guidance for their business success.

Midland, Tx

Acted as the primary liaison between the agency and commercial insurance companies, handling all inquiries and document submissions related to pre-authorizations for skilled nursing visits, accurate billing for services rendered, and diligent follow-up on claims until payment was received. Successfully reduced nonpayment on insurance claims by over 90% within the first six months through strategic follow-up and resolution.Developed and implemented efficient workbooks to track patient data, insurance authorizations, billing, claims, and payment receipts. Proficient in organizing and forecasting future service episodes and estimating potential revenue, making informed agency decisions based on financial projections and the recovery of proceeds.Coordinated schedules for all nursing and clinical personnel, creating and adjusting daily schedules as needed. Proactively followed up on missed patient visits, logged details, and ensured timely submission of clinical notes. Generated and audited clinical reports for weekly nursing meetings to ensure accuracy and compliance.Actively participated in community events, collaborating with the marketing team to plan, purchase, and execute agency-sponsored occasions.

Irving, Tx

Successfully built, entered, and implemented payroll accounts for medium to large-sized clients, conducting thorough audits to ensure accuracy and compliance. Served as the primary resource for all operational functions related to the Preview system, providing training and ongoing service support to clients.Maintained strict confidentiality of business and employee information, ensuring full compliance with the Sarbanes-Oxley Act of 2002. Delivered constructive feedback to colleagues and management in a professional manner while being open to personal feedback to foster growth and improvement.Assisted in developing the organization’s requirements engineering policies, procedures, and tools. Experienced in Salesforce customization, workflow approvals, data validation, and administration across sales, marketing, and customer service functions.

Columbus, Ga

Supported the General Manager as a versatile "Jack of All Trades" in a small screen and digital printing business. Executed various requests and projects with efficiency and precision, ensuring timely completion of all tasks.Audited, processed, coded, and approved freight bills for payment, ensuring accuracy and compliance with financial protocols. Developed and implemented an MS Access database to streamline the tracking of freight bill processing and maintain detailed historical records.Assigned and maintained appropriate G/L accounts for accurate payment processing. Created and managed numerous Excel spreadsheets to analyze, compare, and verify data for month-end and quarter-close reports, contributing to improved financial accuracy and reporting.

Buena Park, Ca & El Paso, Tx

Began in Small Business Services as a Customer Service Representative (CSR) and quickly advanced to become the go-to expert for resolving complex issues. Assisted clients via phone with payroll and tax inquiries, ensuring accurate and timely updates to sensitive company and personal information. Logged detailed notes using Clarify, AS/400, and CATS systems.Processed regular, bonus, reruns, and adjustment payrolls daily, ensuring accuracy at each step, while serving as the team verifier and providing feedback and guidance for corrections. Acted as a mentor to new hires, ensuring a full understanding of policies, procedures, and best practices.Handled escalated issues related to payroll, taxes, and profile setups, supporting Corporate Escalation calls at the regional level. Provided detailed feedback on Quality Survey callbacks to assess client needs and company performance. Implemented and communicated procedural changes and system updates, ensuring the team was up to date.Managed quarter/year-end duties, delivering resources and guidance to associates for service excellence. Answered "how-to" questions, conducted demonstrations on procedures, and processed reports to ensure minimal financial impact on clients and the business. Provided hands-on mentoring and education on system procedures through phone support, sub-cases, and side-by-side assistance.

Education record

Bachelor Of Arts - Ba, Finance And Financial Management Services

Activities and Societies: Texas A&M University-Commerce College of BusinessI am developing a robust understanding of financial principles.

Associate Of Science - As, Accounting

Recipient of the Accounting Fundamentals at the Undergraduate Level Certificate of Excellence in all Accounting courses