Jacqueline Baron Email & Phone Number

• Successfully onboarded new Marketing Organizations, Agents, and Agencies to sell Global Atlantic products in a high-volume environment with exceptional accuracy. • Processed background checks, state appointments, and enrollment of new agents, ensuring all critical compliance regulations were fulfilled accurately. • Validated that all necessary state training requirements were met by following a detailed state matrix and ensuring completion. • Maintained up-to-date knowledge of changes and updates in processes and operational procedures to ensure compliance with all regulations and expectations. • Demonstrated timely and accurate processing of control reporting and handled processing requests for System Audits and Compliance.

Syracuse, New York, United States

• Specialized in providing expertise in Annuities Insurance, Long Term Care, and Medicare Insurance. • Advised clients on their optimal retirement goals, business and financial planning strategies, and successfully assisted them in achieving their retirement needs. • Offered tailored recommendations to clients regarding various types of Life Insurance policies and effectively guided them in setting up children's college funding through 529 accounts.

• Successfully obtained licensure in multiple states for Life, Accident, Disability, and Health Insurance.• Proactively sold Annuities Insurance and Long-Term Care Insurance to diverse clientele. • Employed active listening skills to understand clients' retirement goals, business objectives, and financial accomplishments, enabling me to provide tailored recommendations. • Work experience Evaluated and suggested appropriate Life insurance policies and strategies for children's college funding. • Demonstrated expertise in guiding clients towards optimal solutions for their insurance needs.

• Diligently worked with Sales Team, Renewal Team, Claims, and IT department to assist customers. • Managed support for BOP accounts, Endorsements, Cancellation & Reinstatement, and Billing Support. • Processed Run Loss Reports, ordered Motor Vehicles Reports, and ran Umbrella Quotes for Insurance. • Assisted Underwriters in making changes and ensuring limited risk for the company as an Assistant. • Handled transactions for Worker Compensation Insurance in compliance with regulatory guidelines for all states.

• Provide exceptional problem-solving support to customers experiencing complex technical issues with online banking, mobile banking, and text banking for deposit and credit card products. • Utilize relationship building and problem resolution skills to effectively handle escalated calls.• Demonstrate extensive knowledge of Social Engineering, troubleshooting browser issues, VPN, mobile devices, and connectivity issues. • Consistently achieve monthly efficiency objectives and maintain superior call standards.

• Supervised the checking-in process for medication, verifying accuracy and completeness.• Reported any changes in residents' conditions immediately, prioritizing their safety and satisfaction. • Provided orientation and training to new resident care staff, effectively supervising and evaluating the work performance of Resident Care Assistants I and II. • Communicated relevant information regarding residents' physical and mental status to the Director of Resident Care or attending physician as required. • Upheld residents' rights and confidentiality, consistently demonstrating a caring and positive attitude towards all residents, staff, and guests. • Conducted routine monthly vital checks and weights, as well as collected specimens for lab works.

• Analyzed, diagnosed, and resolved hardware and software errors for all HSD equipment, minimizing system downtime. • Utilized software to remotely identify and diagnose issues related to digital phone infrastructure. • Possessed thorough knowledge of PC hardware and software configuration, computer networking, IP, web browser, hubs, and home networking. • Showcased strong PC skills with proficiency in all Windows systems, Microsoft Office applications, diagnostic applications, field diagnostic equipment, electronic devices, and peripherals.

• Successfully resolved complex technical issues related to online banking, mobile banking, and text banking for deposit and credit card products. • Utilized exceptional problem-solving skills and built strong relationships with customers to ensure their satisfaction.• Effectively handled escalated and challenging calls, both from customers and internal bank associates. • Demonstrated expertise in troubleshooting browser issues, VPN, mobile devices, and connectivity problems. • Consistently achieved monthly efficiency objectives and maintained high call standards.

• Provided personalized healthcare in patients' homes for sick, disabled, elderly, and terminally ill (hospice) patients. • Assisted patients in recovery from surgery and injury Accompanied patients on trips to the doctor's office and outside the house, offering transportation assistance and companionship.• Assisted patients with movement in and out of beds, baths, wheelchairs, or automobiles, and with dressing and grooming. • Maintained detailed records of patient care, condition, progress, and problems for reporting to supervisor or case manager.• Monitored patients' vital signs including pulse, temperature, and respiration • Offered emotional support and instruction to patients and families in areas such as infant care, preparing healthy meals.

Theology, Ancient Near Eastern And Biblical Languages, Literatures, And Linguistics, 3.85

Associate Of Science - As, Accounting

Accounting

Bodily Injury & Liability Adjusting

Pre-Nursing Major

Certified Hha/Pca

Certified Tax Professional (Annual Recertification)

Loma Designation Life Underwriting

Licensed Property & Casualty Agent

Licensed Life Accident & Health

Certified Medical Assistant