Jacqueline Williams Email & Phone Number

Burlington, IA, US

Legal Karma helps teams with high contract operations automate complex documents, reducing drafting time by 90% (yes, really). You’ve templated it, we automate it. We stand on the shoulders of what you’ve created and automate the process, creating a seamless experience for your team and clients.Are you a nonprofit that provides legal aid services? We’ll.

Remote

Trust & Will, a B Corp Certified company, is revolutionizing estate planning and probate with a fast, secure, and affordable online platform. Since 2017, we’ve empowered thousands of families to easily manage their legacy or settle the estate of a loved one.We are the official estate planning benefit provider for AARP members and the official estate.

Remote

Burlington, Vermont, United States

Williston, Vermont

Developed and mentored 10-17 Direct Reports to provide professional service while adhering to established service models. Maintain weekly analysis reports of agents to track progress and direct future coaching's based on individual performance needs. Developed and conducted training for the Choice Strategies platform to corporate trainers, new hires, and.

Trained on multiple platforms to service participant products including Health Savings Account, Health Reimbursement Accounts, Flexible Spending Accounts, Dependent Care Accounts, Transit Accounts, and Parking Account. Resolved escalated customer issues quickly to drive client retention. Supported Claims and Client Service Department in peak seasons by.

South Hero, Vermont