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.

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.

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.

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.

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.

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.

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%.

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.

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..

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.

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