Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

ERICA OAKLEY

St. Augustine,FL

Summary

Experienced Licensed Workers Compensation Agent that successfully over achieved monthly quota and FY quota in workers compensation sales. Applied exceptional prospecting skills through maintaining and building upon internal relationships. Excelled in developing and building new territories. Displayed superior talent in effectively communicating with internal sellers, brokers and payroll representatives.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Senior Workers Compensation Agent

Paycor
Jacksonville, FL
2018 - 2024
  • 2023 FY Workers Compensation Sales Agent of the year
  • 100 % club achiever
  • Paycor Platinum Club achiever selling 125% of quota
  • Proactively identified target opportunities to maximize sales quota
  • retained and built internal partner relationships to build out territory in the Major Market Southeast area
  • Held the largest territory of Major Market and Digital Sales in FY 23 and FY 24
  • Generate & conduct Worker’s Compensation appointments via phone
  • Constantly exceeded assigned monthly and annual sales quotas
  • Maintain required sales reports & CRM database
  • Worked closely with insurance carriers to maintain relationship and write policies

Principal Implementation Consultant

Paycor
Jacksonville, FL
01.2018 - Current
  • Accountable for high revenue client implementations using payroll best practices to mitigate any potential issues
  • Maintains current HR applications for HR Systems by analyzing process flows, researching issues and implementing application changes
  • Conducts Benefit Audits when onboarding Clients into using Perform HR software
  • Assist clients with training on 'Onboarding suite', performance reviews and open enrollment
  • Uses advanced knowledge of Paycor system to be a resource for internal business partners as well as our implementation team
  • Assists with onboarding internal and external team members into payroll/ HR implementation role
  • Internal Project Lead to ensure client's requirements are understood and milestones are achieved; including mapping complex General Ledgers, employee data migrations, PTO policies and streamlining complex payroll and HR procedures
  • A keen ability for addressing client's payroll and HR challenges and implementing practical solutions
  • Worked with software and product teams to provide process improvement initiatives
  • Create and manage GoToMeetings and on-site client training of Paycor processes and software to new client contacts to maintain and develop relationships to ensure a successful implementation
  • Proactively identifies developing trends, assess risks, and develops proposals resulting in process documentation
  • Analytical approach to client problems regarding payroll and knowledgeable on payroll tax issues
  • Effectively utilizes all current and applicable technology in supporting Paycor clients
  • Drives project team of implementation consultants to work with clients onboarding Paycor multi suite products
  • Instruct clients on our overall implementation success methodology and create timelines through project plans
  • Maintain relationship with Sales Executive and Paycor Client to ensure a smooth transition from their previous provider to Paycor
  • Consistently meets client satisfaction metrics, and goals above the companies targeted range
  • Experience with time keeping software/policies within Paycor's Perform platform
  • Leads client payroll implementation projects in line with business requirements and program specifications according to Paycor's standard methodology.

Senior Implementation Consultant

Paycor
Jacksonville, FL
01.2016 - 01.2018
  • Accountable for high revenue client implementations using payroll best practices to mitigate any potential issues
  • Maintains current HR applications for HR Systems by analyzing process flows, researching issues and implementing application changes
  • Conducts Benefit Audits when onboarding Clients into using Perform HR software
  • Assist clients with training on 'Onboarding suite', performance reviews and open enrollment
  • Uses advanced knowledge of Paycor system to be a resource for internal business partners as well as our implementation team
  • Assists with onboarding internal and external team members into payroll/ HR implementation role
  • Internal Project Lead to ensure client's requirements are understood and milestones are achieved; including mapping complex General Ledgers, employee data migrations, PTO policies and streamlining complex payroll and HR procedures
  • A keen ability for addressing client's payroll and HR challenges and implementing practical solutions
  • Worked with software and product teams to provide process improvement initiatives
  • Create and manage GoToMeetings and on-site client training of Paycor processes and software to new client contacts to maintain and develop relationships to ensure a successful implementation
  • Proactively identifies developing trends, assess risks, and develops proposals resulting in process documentation
  • Analytical approach to client problems regarding payroll and knowledgeable on payroll tax issues
  • Effectively utilizes all current and applicable technology in supporting Paycor clients
  • Drives project team of implementation consultants to work with clients onboarding Paycor multi suite products
  • Instruct clients on our overall implementation success methodology and create timelines through project plans
  • Maintain relationship with Sales Executive and Paycor Client to ensure a smooth transition from their previous provider to Paycor
  • Consistently meets client satisfaction metrics, and goals above the companies targeted range
  • Experience with time keeping software/policies within Paycor's Perform platform
  • Leads client payroll implementation projects in line with business requirements and program specifications according to Paycor's standard methodology.

Implementation Consultant

Paycor
Jacksonville, FL
01.2014 - 01.2015
  • Accountable for high revenue client implementations using payroll best practices to mitigate any potential issues
  • Maintains current HR applications for HR Systems by analyzing process flows, researching issues and implementing application changes
  • Conducts Benefit Audits when onboarding Clients into using Perform HR software
  • Assist clients with training on 'Onboarding suite', performance reviews and open enrollment
  • Uses advanced knowledge of Paycor system to be a resource for internal business partners as well as our implementation team
  • Assists with onboarding internal and external team members into payroll/ HR implementation role
  • Internal Project Lead to ensure client's requirements are understood and milestones are achieved; including mapping complex General Ledgers, employee data migrations, PTO policies and streamlining complex payroll and HR procedures
  • A keen ability for addressing client's payroll and HR challenges and implementing practical solutions
  • Worked with software and product teams to provide process improvement initiatives
  • Create and manage GoToMeetings and on-site client training of Paycor processes and software to new client contacts to maintain and develop relationships to ensure a successful implementation
  • Proactively identifies developing trends, assess risks, and develops proposals resulting in process documentation
  • Analytical approach to client problems regarding payroll and knowledgeable on payroll tax issues
  • Effectively utilizes all current and applicable technology in supporting Paycor clients
  • Drives project team of implementation consultants to work with clients onboarding Paycor multi suite products
  • Instruct clients on our overall implementation success methodology and create timelines through project plans
  • Maintain relationship with Sales Executive and Paycor Client to ensure a smooth transition from their previous provider to Paycor
  • Consistently meets client satisfaction metrics, and goals above the companies targeted range
  • Experience with time keeping software/policies within Paycor's Perform platform
  • Leads client payroll implementation projects in line with business requirements and program specifications according to Paycor's standard methodology.

Senior Major Market Payroll Consultant

PAYCOR
01.2014
  • Achieved success quickly within support and promoted from Small Market within 10 months of hire date
  • Assisted implementation team with vast knowledge in Paycor systems and contacted clients to assist in product resolution
  • Held many roles supporting implementation teams with Tax Edits, General Ledger, Benefit Plan set ups, parallels and reporting
  • Led staff meetings by providing employees with system updates, new product development, and company direction
  • Proactively identified developing trends, assess risks, and develops proposals resulting in process documentation
  • Effectively worked interdepartmentally leveraging resources to resolve client needs within expectations
  • Troubleshoot problems and researched solutions to client questions about payroll and tax issues; educated and counseled clients on correct procedures
  • Built and maintained strong relationships with clients while achieving key metrics and SLAs
  • Assisted clients in resolving problems related to payroll input and transmissions
  • Responsibilities included ensure 250 high revenue client payroll's posting by payroll processing commitment dates
  • Educates clients on recurring errors based on feedback from payroll edits.

Small Market Payroll Specialist

Paycor
Jacksonville, FL
01.2013 - 01.2014
  • Maintained consistence quality and client satisfaction for over 500 key small market accounts
  • Reviewed, analyzed, and edited payroll data and built ad hoc queries/reports for high volume clients on demand
  • Familiar with establishing payroll deductions for garnishment legal orders which included child supports, tax levies, and student loans
  • Managed all W-2 Wage and Tax Statement reprints while addressing data errors and inconsistencies
  • Partnered with clients to troubleshoot problems and implement solutions to client challenges about hardware and/or software issues.

Technical Recruiter

Apex Systems Inc
Jacksonville, FL
01.2012 - 01.2013
  • Consulted with Hiring Managers to define competencies for specific new hire roles to determine fit
  • Specialized in recruiting for IT Security, SQL Developer/Database Administrators, Helpdesk, Technical Support and Project Managers
  • Interviewed, pre-qualify and negotiate offers for potential candidates
  • Gathered requirements from clients to create and revise job descriptions to meet their needs for candidates
  • Prequalified and tracked potential candidates from various external job boards and internal applicant tracking system
  • Add, update and track candidate's records throughout the recruiting life cycle from first contact to hire
  • Created and tracked 'New Start' packets for candidates including background checks, drug screening and reference checks.

Recruiting Coordinator

Talagy
Jacksonville, FL
01.2011 - 01.2012
  • Multiple accolades including 'Employee of the Month' for leading database scrubbing effort of invalid data
  • Revised job descriptions, reviewed and edited candidate resumes as required
  • Maintained database for new candidate orders into the company's applicant tracking system
  • Assisted in sourcing for recruiters including candidate organization and documentation
  • Verified candidates eligibility to work in the United States via E-Verify.

Education

Bachelor of Arts (BA) -

FLORIDA INTERNATIONAL UNIVERSITY
01.2011

Skills

  • 220 P&C License
  • Proficient in Microsoft Office Suite
  • Strong client relationship building skills and problem resolution
  • Outstanding organizational and multitasking skills
  • Knowledgeable in E-Verify
  • Consultative communication skills
  • Excellent time management skills
  • Paycor Perform platform expertise
  • Professional orientation & onboarding experience
  • Superior interpersonal skills
  • Knowledgeable in various payroll platforms such as ADP Run, Workforce Now, Paychex, Paylocity, and other industry standard provider applications
  • Salesforce Management
  • Carrier Quoting Tools
  • Excellent analytical and problem-solving skills with ability to correspond via written and verbal communication skills

Certification

  • 220 License

Accomplishments

  • Workers Compensation Sales Agent of the Year
  • 100% Club
  • Platinum Club Achiever

Timeline

Principal Implementation Consultant

Paycor
01.2018 - Current

Senior Implementation Consultant

Paycor
01.2016 - 01.2018

Implementation Consultant

Paycor
01.2014 - 01.2015

Senior Major Market Payroll Consultant

PAYCOR
01.2014

Small Market Payroll Specialist

Paycor
01.2013 - 01.2014

Technical Recruiter

Apex Systems Inc
01.2012 - 01.2013

Recruiting Coordinator

Talagy
01.2011 - 01.2012

Senior Workers Compensation Agent

Paycor
2018 - 2024

Bachelor of Arts (BA) -

FLORIDA INTERNATIONAL UNIVERSITY

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ERICA OAKLEY