Kathleen Carr Email & Phone Number

Beaufort, Sc, Us

Orlando, Florida, Us

Workterra is a fully configurable, easy-to-use benefits administration and enrollment platform built to simplify the growing complexity of benefits for HR and employees. Leading employers, brokers and carriers choose Workterra for its unmatched flexibility, robust reporting capabilities, and intuitive user experience. Workterra’s industry-leading technology, together with a comprehensive suite of administrative services backed by a dedicated service team of benefits experts, helps clients deliver a personalized employee enrollment experience, reduce administrative burden and streamline data exchanges with the utmost accuracy and security.

White Plains, New York, Us

Oversee Solution Sales Team to sell services to new clients and upsell existing clients. Responsible for all aspects of sales cycle from discovery to onboarding including sales demo, product education to broker channel partners and clients, RFP and pricing generation, contract negotiation and Salesforce updates. Maintain pipeline with business forecasting and client retention. Developed and executed GTM strategy to transition product and services from Regional to National offering while expanding into Middle Market.

White Plains, New York, Us

Partnered with large, complex clients on strategic initiatives for Online Enrollment, Call Center, Carrier Premium Billing, COBRA, Flexible Spending Accounts/Health Savings Accounts and Voluntary Benefits. Focused on Client Relationship Management through building relationships, client retention, winning new business and upselling services to existing accounts through Solution Selling, RFP completion, Contract Management and Renewal. Consulted with Cross-Functional Leadership team to provide the voice of the client for new product offerings and services.

White Plains, New York, Us

Oversaw 10-15 team members to manage day-to-day activities for large market Benefits Administration clients for implementation, ongoing services, annual renewals, acquisitions and special projects. Consulted clients on strategy and handled escalated issues. Developed and implemented standards and best practices to increase productivity, efficiency and accuracy. Implemented Project Manager role and created Call Center team to support employee calls on behalf of client.

Chicago, Us

Managed day-to-day activities and annual renewal for large complex clients. Included requirements gathering, system and file testing, project planning, escalated issues and root cause analysis. Provided training to Call Center team and clear communication and expectations to client. Part of Hewitt's first HRO (Human Resources Outsourcing) team.