Leanne Morreale
Orlando
Summary
Results-driven Account Manager with a strong background in HR, payroll, benefits administration, and client relationship management. Known for delivering exceptional customer experiences in fast-paced, high-volume environments while resolving complex system, benefits, and compliance issues. Proven ability to manage a diverse book of business, meet strict performance metrics, and serve as a trusted advisor to clients through clear communication, technical expertise, and proactive problem-solving.
Overview
14
14
years of professional experience
Work History
Benefit Account Manager II
Paylocity
02.2025 - Current
- Primary point of contact for a dedicated book of high revenue clients, providing expert support across Paylocity’s Benefits, Payroll, and HR platforms.
- Resolve complex issues involving benefit eligibility, audits, payroll deductions, life events (QLEs), and system configuration.
- Advocate for clients by collaborating with internal technical teams, product partners, and leadership to deliver optimal solutions.
- Consistently meet or exceed performance metrics including availability, first-call resolution, minimal escalations, and client satisfaction.
- Support Open Enrollment, mass benefit updates, eligibility corrections, and compliance-related changes.
- Maintain advanced knowledge of Paylocity products, partner integrations, edi information and system enhancements.
- Recognized across the Benefits department for exceptional service, responsiveness, and professionalism.
Benefit Account Manager I
Paylocity
05.2024 - 02.2025
- Primary point of contact for a dedicated book of high revenue clients, providing expert support across Paylocity’s Benefits, Payroll, and HR platforms.
- Resolve complex issues involving benefit eligibility, audits, payroll deductions, life events (QLEs), and system configuration.
- Advocate for clients by collaborating with internal technical teams, product partners, and leadership to deliver optimal solutions.
- Consistently meet or exceed performance metrics including availability, first-call resolution, minimal escalations, and client satisfaction.
- Support Open Enrollment, mass benefit updates, eligibility corrections, and compliance-related changes.
- Maintain advanced knowledge of Paylocity products, partner integrations, edi information and system enhancements.
- Recognized across the Benefits department for exceptional service, responsiveness, and professionalism.
Pharmacy Service Representative
CVS Specialty
08.2023 - 02.2024
- Supported patients with complex specialty medication orders in a high-volume call environment
- Verified insurance eligibility, prior authorizations, and reimbursement requirements
- Assisted with insurance claims and copay assistance enrollment
- Demonstrated empathy and de-escalation skills during sensitive interactions
Brokerage Service Representative (Investment Client Care)
Truist
08.2022 - 04.2023
- Supported self-directed and advisor-assisted brokerage clients
- Researched transactions and resolved discrepancies while balancing compliance
- Assisted with fund transfers, distributions, and tax-related inquiries
- Maintained FINRA regulatory knowledge and service metrics
Team Support / Customer Service
SimplyIOA (Insurance Office of America)
02.2021 - 07.2022
- Supported risk services and personal lines teams managing an assigned book of business
- Served as a subject matter resource for insurance processes
- Trained new hires on endorsements, claims, cancellations, and inspections
- Collaborated with producers and account teams to resolve client issues
PEO Sales Consultant
Oasis, a Paychex Company
11.2019 - 12.2020
- Presented PEO solutions to executive decision makers
- Generated high-volume outbound prospecting using Salesforce
- Supported onboarding and client transitions
- Partnered with insurance carriers to educate on PEO services
Sales Executive
PrimePay
04.2019 - 08.2019
- Consulted SMBs on payroll, HR, and retirement solutions
- Conducted product demonstrations and needs analysis
- Built referral partnerships with CPAs, brokers, and banks
Management Trainee
Enterprise Rent-A-Car
10.2017 - 04.2019
- Managed operations in high-volume branches
- Improved customer satisfaction and B2B account growth
- Analyzed sales and financial performance
Receptionist & Technician
LensCrafters (Dr. Libby Thompson & Assoc.)
01.2012 - 01.2016
- Managed front-desk operations and patient scheduling
- Worked with vision insurance providers to resolve coverage issues
- Performed clinical testing and optical procedures
Education
Bachelor of Science - Business & Information Management
Seminole State College
Sanford, FL01.2017
Skills
- Client Services & Account Management
- Customer Relationship Management (CRM)
- Payroll & HR Systems Support
- Employee Benefits Administration & Design
- Benefits Eligibility, Audits & Compliance
- Issue Resolution & Escalation Management
- Cross-Functional Collaboration
- Written & Verbal Communication
- Process Improvement & Documentation
- Time Management & Multitasking
- Account management
ACCOLADES, LEADERSHIP & CULTURE
Paylocity Values Program Award – Benefits Department (2024): Selected as a quarterly recipient from the entire Benefits department for outstanding performance and embodiment of Paylocity core values., Client & Broker Recognition (2024–present): Received multiple formal kudos for resolving high-impact, complex medical and benefits scenarios, including time-sensitive situations for critically ill employees., Mentor Program Participant: Selected to support peer development, onboarding, and knowledge sharing for New Hire Training., Spirit Crew & Culture Crew Member: Actively contributed to employee engagement initiatives, morale-building events, and company culture.
Timeline
Benefit Account Manager II
Paylocity
02.2025 - Current
Benefit Account Manager I
Paylocity
05.2024 - 02.2025
Pharmacy Service Representative
CVS Specialty
08.2023 - 02.2024
Brokerage Service Representative (Investment Client Care)
Truist
08.2022 - 04.2023
Team Support / Customer Service
SimplyIOA (Insurance Office of America)
02.2021 - 07.2022
PEO Sales Consultant
Oasis, a Paychex Company
11.2019 - 12.2020
Sales Executive
PrimePay
04.2019 - 08.2019
Management Trainee
Enterprise Rent-A-Car
10.2017 - 04.2019
Receptionist & Technician
LensCrafters (Dr. Libby Thompson & Assoc.)
01.2012 - 01.2016
Bachelor of Science - Business & Information Management
Seminole State College