Kathleen Carr

Kathleen Carr Email and Phone Number

Strategic Account Director @ Workterra
Beaufort, SC, US
Kathleen Carr's Location
Beaufort, South Carolina, United States, United States
Kathleen Carr's Contact Details

Kathleen Carr personal email

n/a
About Kathleen Carr

Strategic Advisor skilled at matching clients needs’ to products and services yielding new business and cross sell wins. Extensive background in Ben Admin Technology solution sales, strategic account management and operations.

Kathleen Carr's Current Company Details
Workterra

Workterra

View
Strategic Account Director
Beaufort, SC, US
Website:
plansource.com
Employees:
201
Kathleen Carr Work Experience Details
  • Workterra
    Strategic Account Director
    Workterra
    Beaufort, Sc, Us
  • Plansource
    Regional Sales Executive
    Plansource Jan 2024 - Present
    Orlando, Florida, Us
  • Workterra
    Strategic Account Director
    Workterra 2021 - 2023
    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.
  • Trion Group, A Marsh & Mclennan Agency, Llc Company
    Director, Benefits Administration Solutions
    Trion Group, A Marsh & Mclennan Agency, Llc Company 2014 - 2020
    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.
  • Trion Group, A Marsh & Mclennan Agency, Llc Company
    Strategic Account Manager
    Trion Group, A Marsh & Mclennan Agency, Llc Company 2009 - 2014
    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.
  • Trion Group, A Marsh & Mclennan Agency, Llc Company
    Team Manager
    Trion Group, A Marsh & Mclennan Agency, Llc Company 2003 - 2009
    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.
  • Hewitt Associates Llc
    Project Manager
    Hewitt Associates Llc 1998 - 2002
    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.

Kathleen Carr Skills

Benefits Administration Employee Benefits Training Vendor Management Health Insurance Insurance Process Improvement Business Analysis Quality Assurance Performance Management Conflict Resolution Outsourcing Hris Sdlc Call Center Access Data Analysis Consulting Requirements Analysis

Kathleen Carr Education Details

  • The College Of New Jersey
    The College Of New Jersey
    Management

Frequently Asked Questions about Kathleen Carr

What company does Kathleen Carr work for?

Kathleen Carr works for Workterra

What is Kathleen Carr's role at the current company?

Kathleen Carr's current role is Strategic Account Director.

What is Kathleen Carr's email address?

Kathleen Carr's email address is kc****@****ion.com

What schools did Kathleen Carr attend?

Kathleen Carr attended The College Of New Jersey.

What are some of Kathleen Carr's interests?

Kathleen Carr has interest in Christianity, Kids, Cooking, Exercise, Electronics, Home Improvement, Reading, Crafts, Gourmet Cooking, Music.

What skills is Kathleen Carr known for?

Kathleen Carr has skills like Benefits Administration, Employee Benefits, Training, Vendor Management, Health Insurance, Insurance, Process Improvement, Business Analysis, Quality Assurance, Performance Management, Conflict Resolution, Outsourcing.

Who are Kathleen Carr's colleagues?

Kathleen Carr's colleagues are M Siddarth, John Wilson, Chandana Lokesh, Ernabelle Miclat, Anthony Arjun, Adrian Oscar Savoy, Ajeetesh G Kolekar.

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