Catherine Bare Email & Phone Number

United States

Leads the tactical direction concerning pricing for a PEO Region by partnering with PEO Sales & PEO Operations

Az, Ca, Co, Ia, Ks, Mo, & Ut

• Manage Western and Mid-West New Business Sales Consultants supporting dual PEO platforms and RFP systems, from underwriting to implementation •Partner with Sales Reps/District Sales Managers (DSMs) to ensure to ensure they are informed of changes in the PEO and new systems• Recruit, evaluate, coach and develop staff

Az, Ca, Co, & Ut

California & Arizona Markets

• Managed a team responsible for the client's start up and implementation of the assigned Payroll, Benefit, Work Comp, 401k, and ancillary products• Expedited resolution to ensure client satisfaction and issues are handled properly.

Southern California

• Consulted with clients to provide full PEO solution that best meets their needs, with emphasis on employee benefits. Focus on smooth implementation and excellent service surrounding payroll software, section 125 plans, employee benefits, HR consulting and best practices, and collaboration across all internal HROI departments.• Assessed employment and business needs including employee benefit analysis, healthcare reform, HR compliance, payroll setup, and employee on-boarding processes.• Conducted multi-state benefit open enrollment presentations for companies of all sizes• Partnered with sales team to present PEO products and services to final decision-makers and end users to increase sales and profits

La Palma, California

Ensuring client satisfaction and retention through timely and successful installation and conversion of ADP Major Account workforce management solutions.

Orange County, California Area

SENIOR ASSOCIATE, CLIENT SERVICESClient Procurement-Collaborate with the sales team to propose SOI’s products and services to potential clients, resolve objections to purchasing SOI’s services, and assist in obtaining underwriting and enrollment materials, signed service agreements, and other related information.-Meet with the client contact to gather pertinent information for onsite meeting.-Critically analyze and process company data to discover upsell opportunities.-Conduct onsite compliance orientations, collect and confirm I-9 information, and deliver all necessary forms to employees and employer.-Audit employee paperwork and submit to payroll.Client Retention-Quarterly client visits to verify compliance and to establish long term relationships.-Liaison for all issues between client and the corporate office, e.g., manage and monitor relationships, service and conflict resolution, negotiate pricing and renewal terms, and obtain formal commitments to remain SOI clients.Benefits-Utilize data analysis from procurement process to propose the best available benefits options for the client’s company.-Conduct annual open enrollment, e.g., present the determined benefits options, including the cost and plan design, to the employee; explain the differences between employers provided benefits and the private marketplace; assist individuals to find the best option for their family.HR & Safety-Identify potential HR and safety hazards, and establish solutions.-Conduct due diligence, e.g., ensure the client has addressed all potential hazards and has proper documentation/posters visible to stay in compliance with federal and state laws.

Orange County, California Area

OFFICE MANAGER- 2009 to 2011-Carried out all necessary office duties, including implemented a filing system to have one central repository for all active clients, managed all shipping and mailing, kept supplies stocked and neat, handled all building correspondence, maintenance issues, parking arrangements, key designations, and after hours issues.-Located office space, coordinated movers, office assignment, furniture arrangement and setup of equipment.EXECUTIVE ASSISTANT- 2008 to 2009-Coordinated travel arrangements for six top level executives. Established a corporate rate at preferred hotels.-Attended weekly Western Division and Broker conference calls and audited all internal confidential Western Division employee paperwork for new hires.MARKETING ASSISTANT- 2007 to 2008-Organized our extensive vendor information and developed resource guides for Client Services to leave with the client contacts as an all-in-one reference of SOI’s services.-Coordinated delivery of materials and attended all tradeshows.

San Bernardino, Ca

-Provided support for two sales teams including two managers and 12 sales reps.-Tracked weekly sales activity and annual revenue of over $1.1 million, ensuring 100% accuracy of new sales documents from start to finish providing a smooth transition and client satisfaction.

Selma, Ca

-Translated coded address information into the form of zip codes to process letters and magazines with a data entry speed of 18,000 kph, while applying appropriate coding rules to ensure accuracy.