Jacqueline Shepherd

Jacqueline Shepherd Email and Phone Number

Employee Benefits Customer Service Agent @ The DeHayes Group
Fort Wayne, IN, US
Jacqueline Shepherd's Location
Greater Fort Wayne, United States
Jacqueline Shepherd's Contact Details

Jacqueline Shepherd work email

Jacqueline Shepherd personal email

n/a
About Jacqueline Shepherd

Professional in the retirement services space. Experienced in mentoring and teaching. Always looking to grow and help others.Check out the Fix Your Home series on LinkedIn where I share tips and tricks from home improvement projects. #fixyourhomeIn addition, I am a minimalist and lover of self-development. Seeing how others move forward with their aspirations inspires me, and I enjoy sharing what has had an impact on me. LinkedIn is a positive atmosphere that I enjoy finding articles or snip-its of interesting information or inspiration. I hope that we can all grow together!

Jacqueline Shepherd's Current Company Details
The DeHayes Group

The Dehayes Group

View
Employee Benefits Customer Service Agent
Fort Wayne, IN, US
Website:
dehayes.com
Employees:
50
Jacqueline Shepherd Work Experience Details
  • The Dehayes Group
    Employee Benefits Customer Service Agent
    The Dehayes Group
    Fort Wayne, In, Us
  • Heritage Financial Consultants Llc
    Client Relations And New Business Administrator
    Heritage Financial Consultants Llc May 2024 - Present
    Jacqueline is an assistant to financial professionals who offer securities and investment advisory services through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. CRN-7175860-101024
  • Lincoln Financial Group
    Payroll Maintenance Associate
    Lincoln Financial Group Dec 2022 - Apr 2024
    Fort Wayne, Indiana, United States
    • Trained 23 representatives for previous role (9-week project) as part of a sourcing partnership• Leads payroll training meetings with clients to assist with onboarding• Supports Account Managers and employers with email and hotline payroll related inquires
  • Lincoln Financial Group
    Customer Service Expert
    Lincoln Financial Group Dec 2018 - Dec 2022
    Fort Wayne, Indiana
    • Mentored over 30 representatives for the Group Variable Annuity and Multi-Fund products for Retirement Plan Services• Updated multiple documents on the company's SharePoint page • Participated in the Contact Center Kaizen • Created a Group Variable Annuity Quality Guide to assist leadership with reviewing movements of funds
  • Lincoln Financial Group
    Customer Service Professional
    Lincoln Financial Group Jun 2017 - Dec 2018
    Fort Wayne, Indiana, United States
    • Created a 57-page Work Form Home Guide which was later utilized for an updated document during the pandemic • Mentored five Group Variable Annuity representatives• Obtained ASPPA Retirement Plan Fundamentals Course certification on June 16, 2017• Created Group Variable Annuity Qualified Domestic Relations Order FAQs cheat sheet
  • Lincoln Financial Group
    Customer Service Representative
    Lincoln Financial Group Apr 2016 - Jun 2017
    Fort Wayne, Indiana, United States
    • Assisted with updating the Group Variable Annuity Product Standard Operating Procedure• Served on the Contact Center Advisory Council selected by leadership• Lincoln Six Sigma Yellow Belt certified
  • Louie'S Tux Shop
    Sales Associate
    Louie'S Tux Shop Sep 2014 - Nov 2016
    Fort Wayne, Indiana
    • Registered and booked weddings• Guided customers with selecting styles• Fitted customers in order to provide proper fit upon tuxedo arrival• Assisted customers with stationary ordering
  • The Language Company
    Associate 1 Instructor
    The Language Company Sep 2014 - Mar 2016
    Fort Wayne, Indiana Area
    • Provided English instruction to students • Created supplements for instruction purposes• Promoted from a Teacher's Aide to an Associate 1 Instructor in October of 2015

Jacqueline Shepherd Skills

Volunteer Management Student Affairs Spanish Program Management Higher Education Editing Training

Jacqueline Shepherd Education Details

Frequently Asked Questions about Jacqueline Shepherd

What company does Jacqueline Shepherd work for?

Jacqueline Shepherd works for The Dehayes Group

What is Jacqueline Shepherd's role at the current company?

Jacqueline Shepherd's current role is Employee Benefits Customer Service Agent.

What is Jacqueline Shepherd's email address?

Jacqueline Shepherd's email address is ja****@****lfg.com

What schools did Jacqueline Shepherd attend?

Jacqueline Shepherd attended Indiana University-Purdue University Fort Wayne (Ipfw).

What are some of Jacqueline Shepherd's interests?

Jacqueline Shepherd has interest in Networking, International Education, Korean Culture, See 6+see Less, Investing, Skydiving, Paragliding, International Relations, Reading, Hiking.

What skills is Jacqueline Shepherd known for?

Jacqueline Shepherd has skills like Volunteer Management, Student Affairs, Spanish, Program Management, Higher Education, Editing, Training.

Who are Jacqueline Shepherd's colleagues?

Jacqueline Shepherd's colleagues are Wendy Gatwood, Lana Arnold.

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