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Amy Ocasio, Cpp Email & Phone Number

Results-Oriented Client Success Advisor | Driving Customer Satisfaction | Maximizing Client Success and Business Impact at Bene-Care, Inc.
Location: Rochester, New York Metropolitan Area, United States 6 work roles 2 schools
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Role
Results-Oriented Client Success Advisor | Driving Customer Satisfaction | Maximizing Client Success and Business Impact
Location
Rochester, New York Metropolitan Area, United States
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Amy Ocasio, Cpp is listed as Results-Oriented Client Success Advisor | Driving Customer Satisfaction | Maximizing Client Success and Business Impact at Bene-Care, Inc., a with 48 employees, based in Rochester, New York Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Amy Ocasio, Cpp.

Amy Ocasio, Cpp previously worked as Client Success Advisor at Bene-Care, Inc. and Payroll Implementation Team Lead at Bene-Care, Inc.. Amy Ocasio, Cpp holds Associate Of Science (A.S.), Police Science from Monroe Community College.

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Bene-Care, Inc.

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Profile bio

About Amy Ocasio, Cpp

Seasoned Client Success Advisor with over two decades of expertise in payroll implementation, risk analysis, and operations management. Adept at providing top-tier customer service, tackling intricate client challenges, and ensuring seamless iSolved HCM payroll execution. Distinguished as a Certified Payroll Professional (CPP) by the American Payroll Association, reinforcing my comprehensive payroll proficiency. Thrives in dynamic settings, leveraging sharp problem-solving abilities, keen attention to detail, and an unwavering commitment to client triumph. Passionate about delivering exceptional service and fostering positive outcomes for both clients and organizations.

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Amy Ocasio, Cpp's current company

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Bene-Care, Inc.
Bene-Care, Inc.
Results-Oriented Client Success Advisor | Driving Customer Satisfaction | Maximizing Client Success and Business Impact
webster, new york, united states
Website
Employees
48
AeroLeads page
6 roles

Amy Ocasio, Cpp work experience

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Client Success Advisor

Current

Webster, New York, United States

•Serve as a resource for resolving escalated client issues and needs, ensuring customer satisfaction.•Provide valuable feedback to management regarding recurring issues/needs to identify areas for additional training or process improvements.•Assist in the training process for new employees and conduct training sessions on system updates, law changes, and new processes.•Support the implementation team in handling complex new accounts, ensuring a smooth onboarding process.•Conduct quarterly check-ins with top revenue clients to ensure their needs are met and inform them about all available services.•Deliver comprehensive demos of our iSolved HCM system to client prospects, showcasing its features and benefits.•Conduct trainings for current clients on various aspects of our iSolved HCM system and customize their setups for maximum benefit.

Feb 2022 - Present

Payroll Implementation Team Lead

Webster, New York

•Oversaw the implementation team, managed time-off requests, performed annual reviews, and handled large complex accounts.•Acted as the main point of contact for implementation-related matters, ensuring effective communication and coordination.•Led the implementation process for new clients, guaranteeing a seamless transition to our iSolved HCM payroll database.•Configured new clients within the iSolved HCM payroll system, including employee information, deductions, and tax details.•Maintained adherence to strict timelines and deadlines for completing and auditing new accounts.•Gathered necessary payroll data from clients, ensuring accurate and prompt input into the system for seamless processing.•Ensured compliance with payroll tax laws, regulations, and deductions, staying updated on industry changes and implementing necessary adjustments.•Resolved client issues related to payroll, tax matters, pay discrepancies, and system concerns, delivering timely and effective solutions.•Possessed a working knowledge of Microsoft Office applications, including Word, Excel, and Outlook, as well as various payroll software platforms.

Apr 2019 - Mar 2022

Implementation Specialist

Webster, Ny

•Led the implementation process for new clients, ensuring a smooth transition to our iSolved HCM payroll database.•Gathered necessary payroll data from clients, maintaining effective and professional communication for exceptional customer service.•Accurately and promptly inputted customer payroll data into the system, facilitating seamless processing.•Ensured compliance with payroll tax laws, regulations, and deductions, staying updated on industry changes.•Managed customer changes in the iSolved HCM payroll system, including employee updates, deductions, and tax information.•Resolved client issues related to payroll, tax matters, system concerns, and pay discrepancies, ensuring high customer satisfaction.•Possessed a working knowledge of Microsoft Office applications and familiarity with various payroll software platforms.

May 2014 - Apr 2019

Risk Analysis Representative

Henrietta, New York, United States

•Made credit authorization, payment, or termination decisions for clients, ensuring due diligence as part of the branch escalation program.•Reviewed and interpreted credit reports from multiple sources, analyzing financial, trade, and public record data to inform decision-making.•Identified internal and external corruption risks, maintaining a positive and professional relationship with clients and business partners.•Handled difficult client concerns, notified management of critical situations, and implemented the best solutions for clients and Paychex.•Kept up-to-date with product offerings, regulatory changes, policy updates, and industry developments.•Conducted underwriting and due diligence for potential PEO prospects before onboarding them onto the PEO platform.

Feb 2011 - May 2014

Payroll Support Specialist

Henrietta, New York, United States

•Managed a base of 550 payroll clients across various products, providing payroll, HR, and employee benefit services.•Obtained payroll data from clients daily, including salary adjustments, special payments, and tax allocations.•Accurately input payroll data into the payroll system, ensuring timely processing and meeting appointment schedules.•Provided high-quality client service to maintain a high rate of client retention.•Maintained knowledge of payroll processing systems and wage and tax law changes, facilitating trusted client relationships.•Corresponded with tax agencies on behalf of clients to resolve problems and maintained client files for efficient operations.•Resolved client and system problems to ensure accurate payroll reports and tax returns.•Fostered positive working relationships with clients, agencies, and coworkers.

Apr 2007 - Feb 2011

General Manager

Rochester, New York Metropolitan Area

•Oversaw daily restaurant operations, ensuring adherence to Papa John's standards and policies.•Managed staffing, including hiring, training, scheduling, and performance evaluation of employees.•Monitored inventory levels, ordered supplies, and controlled food and labor costs to achieve profitability targets.•Maintained cleanliness and sanitation standards, providing a safe and hygienic working environment.•Prepared financial reports, budgets, and forecasts, meeting financial objectives.•Ensured compliance with Papa John's quality standards and maintained brand consistency.•Monitored food preparation, cooking, and delivery processes to maintain product quality and freshness.•Enforced food safety and sanitation protocols, including proper handling, storage, and cleaning procedures.•Provided strong leadership, fostering a positive work culture and motivating team members.•Trained and developed staff members, improving their performance through coaching and guidance.

Aug 2002 - Apr 2007
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2 education records

Amy Ocasio, Cpp education

Education record

Fairport High School
FAQ

Frequently asked questions about Amy Ocasio, Cpp

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What company does Amy Ocasio, Cpp work for?

Amy Ocasio, Cpp works for Bene-Care, Inc..

What is Amy Ocasio, Cpp's role at Bene-Care, Inc.?

Amy Ocasio, Cpp is listed as Results-Oriented Client Success Advisor | Driving Customer Satisfaction | Maximizing Client Success and Business Impact at Bene-Care, Inc..

Where is Amy Ocasio, Cpp based?

Amy Ocasio, Cpp is based in Rochester, New York Metropolitan Area, United States while working with Bene-Care, Inc..

What companies has Amy Ocasio, Cpp worked for?

Amy Ocasio, Cpp has worked for Bene-Care, Inc., Paychex, and Papa Johns.

Who are Amy Ocasio, Cpp's colleagues at Bene-Care, Inc.?

Amy Ocasio, Cpp's colleagues at Bene-Care, Inc. include Joe Vitello, Jeffrey Bach, Salem Graves, Rick Debellis, and Rachel Stackler.

How can I contact Amy Ocasio, Cpp?

You can use AeroLeads to view verified contact signals for Amy Ocasio, Cpp at Bene-Care, Inc., including work email, phone, and LinkedIn data when available.

What schools did Amy Ocasio, Cpp attend?

Amy Ocasio, Cpp holds Associate Of Science (A.S.), Police Science from Monroe Community College.

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