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.
• 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.

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.

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.