Jacqueline Morrow

• Processed payroll data, including salary deductions, bonuses, and vacation time, for over 500 employees.
• Developed and implemented payroll processing policies and procedures to enhance compliance and accuracy.
• Updated employee pay changes, new hires, and terminations to ensure accurate payroll processing.
• Resolved payroll record discrepancies while addressing employee inquiries to maintain trust and transparency.

• Answered customer questions and resolved benefit complaints by phone and email.
• Tracked case records in CRM systems and entered updated client interaction notes.
• Checked and reassigned benefit files using Excel to support accurate distribution.
• Researched back-office processes to address inquiries about missing benefits.
• Reviewed guardianship documents for accuracy to support compliance and timely processing.

Provided multi-line support for customers, assisting with billing, payment applications, policy changes, and details.

• Maintained records of all client interactions using software systems such as Salesforce.
• Documented client interactions using Salesforce software from 2020 to 2022.
• Facilitated communication with internal teams, including agents and underwriters, to streamline information flow.

Prepared documents, including applications, endorsements, renewals, and cancellations, in order to comply with legal requirements.

• Managed insurance documentation processes from 2016 to 2020.
• Reviewed clients' credit reports for inaccuracies or discrepancies, helping to clarify issues affecting their credit scores.
• Assisted with new hire training and 1 on 1 shadowing.