ScalePEO is a Professional Employer Organization (PEO). We are energizing and changing the insurance industry in distinctive and innovative ways – positively impacting lives while giving our brokers and clients greater peace of mind.
We solve problems in the areas of human resources, workers’ compensation, risk management, employee benefits, and payroll administration, so that you can:
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Client Care Specialist
What She Excels At:
“I’m a detail oriented, people person. I care as much about making sure the person I’m working with is satisfied and feels taken care of, as I do with checking the task off my to-do list.”
What She Likes Best About Her Job:
“I love being able to positively impact peoples’ lives every day. Be it as simple as answering a quick question or doing in-depth research it feels good to provide assistance.”
Favorite Quote:
“The meaning of life is to give life meaning.” – Viktor Frankl
Global Account Manager
What She Likes Best About Her Job:
Of working with international companies and diverse workforces Amanda says, “Having the opportunity to work with companies with international ties has helped me broaden my perspectives and skillset. I'm thankful for the chance to gain new perspectives on different cultures, norms, contexts, viewpoints, and languages.”
Languages Spoken:
Amanda is happy to lead open enrollment meetings and webinars in English or Spanish as she is fluent in both!
Outside the Office:
“I take a variety of different work out classes from spin class, Orange Theory, Barre, and yoga. I also love running or hiking in the PNW.”
Accounting
What She Likes Best About Her Job:
“It might sound tedious to some people but I really enjoy researching things. Getting to the bottom of an issue and finding answers is almost like a treasure hunt.”
Outside the Office:
Becky loves going on motorcycle rides with her husband and their friends, and reading.
Favorite Team:
Originally from Green Bay, Wisconsin, Becky is a huge Green Bay Packers fan!
Client Care Team Manager
What She Likes About Working At ScalePEO:
“The people! We’ve got a great team of people who are committed to making a real difference for our clients. Our Sales team is out hitting the pavement every day sharing their knowledge and expertise with our customers. Our Support team is results oriented and empowers our clients through shared education.”
Languages Spoken:
English and Samoan
Her Role Model:
“For me, timelessly and unconditionally, it’ll always be my mother. She was the strongest woman I’ve ever known both mentally, spiritually, emotionally, and physically.”
Project Manager
What She Likes Best About Her Job:
“My role and responsibility is ever-evolving. Our product offerings and features are continually growing and improving and my role changes along with it. It keeps me on my toes!”
Outside the Office:
Bree likes watching Netflix, crocheting, and playing board games.
Favorite Quote:
The general who advances without seeking fame and retreats without fearing disgrace, whose only thought is to protect his country and do service for his sovereign, is the jewel of his kingdom. – Sun Tzu, Art of War
Client Care Specialist
What She Likes Best About Working At ScalePEO:
“At Scale we take the time to cultivate our relationships with our clients. By getting to know them and learning about their challenges we not only provide them with the best customer service but we ultimately help them succeed!”
Favorite Movie:
Goodfellas
Outside the Office:
Christina like arts and crafts, listening to podcasts, Broadway plays, and exploring new restaurants.
Global Account Executive
What She Likes Best About Working At ScalePEO:
“Building relationships! I’m lucky enough to get to work with both long term clients and with clients I have just met, and I never tire of hearing the specific needs of their business and working together to build them the right solutions.”
Outside the Office:
Dani likes to travel, play golf, attend outdoor concerts and wine tasting.
Her Role Model:
“My role model is my mother. It is my goal in life to one day beat her in golf!”
Client Care Specialist
What She Likes Best About Her Job:
“I like helping our groups when they have an immediate need for assistance. Helping someone get access to care or helping them get their prescription filled reminds me how much we can positively impact someone’s day.”
Favorite Quote:
“Never regret anything that has happened in your life, it cannot be changed, undone or forgotten so take it as a lesson learned and move on.”
Outside the Office:
Debra likes to hike, cook, do crafts, and knit.
Account Executive
What Makes ScalePEO Unique:
“Scale was built by brokers. The majority of our team members are licensed producers—we have the background and in-depth knowledge needed to properly assist companies with medical selections and plan offerings.”
Favorite Quote:
“Be yourself; everyone else is already taken.” - Oscar Wilde
Outside the Office:
Devi enjoys spending time with her family, traveling, and being creative making photo books and scrap books.
International & Domestic Development Manager
What Makes ScalePEO Unique:
“ScalePEO is unique in that our team is dedicated to providing alternate options for small business while working alongside their current trusted advisors. In the benefits world there are not a lot of options for small groups. We get to be that option as well as provide support for growing businesses. We value success and want to ensure our clients have what they need to focus on their bigger picture.”
Special Certification:
Six Sigma Green Belt
Outside the Office:
“I like to hike –in Arizona we have so many trails nearby and it is beautiful the majority of the year. Being outside and connecting with nature helps to rejuvenate me. I recently hiked to Havasupai Falls in the Grand Canyon, have also done the Rim to Rim and looking forward to Echo Canyon in the near future.”
Favorite Quote:
“How wonderful it is that nobody need wait a single moment before starting to improve the world.” — Anne Frank
Marketing Extraordinaire
What She Likes Best About Working At ScalePEO:
“Working alongside some of the best people in the industry is so inspiring. We may have different backgrounds and points of view, but we are all united in our goals and are committed to working together to achieve them.”
Outside the Office:
Jennifer likes volunteering, horseback riding and spending time with her family exploring local hotspots.
Favorite Movie:
“I have watched ‘Best in Show’ more times than I can count, and it never ceases to crack me up. Knowing that most of the dialogue was improvised makes me appreciate it even more.”
Accounts Receivable
What She Excels At:
Communicating with groups to answer questions and provide clarity.
Outside the Office:
Katrina likes spending time outdoors and camping with family and friends.
Her Role Model:
“I admire my mother because she taught me to be a strong, independent, nurturing woman, and that family is meant to be a foundation of support.”
Global Account Executive
What She Likes Best About Working At ScalePEO:
“I really enjoy partnering with brokers and building relationships. Seeing others find happiness and success with a solution we are providing to them, brings me joy and success in my role.”
Outside the office:
Kerri loves to spend time with her family and also enjoys running, boating and just being outside in the Florida sunshine.
Her Motto:
Stay positive, work hard, and make it happen!
Account Executive
What He Likes Best About His Job:
“I thoroughly enjoy educating prospective clients and broker partners on the Scale offerings. The presentation process and the conversations it leads to is always so interesting.”
Outside of the office:
Kyle enjoys golfing, working out, watching sporting events, going to concerts, cooking and eating amazing food.
Favorite Quote:
Confidence is the ultimate performance enhancer.
Renewal Specialist
What Makes ScalePEO Unique:
“I think what makes Scale unique is that it is so broker friendly. Our long-standing broker partnerships are strengthened when we providing our broker partners’ clients with much needed assistance but without cutting the broker out of the equation.”
Degrees and Certifications:
Lisa has an MA in Organizational Communications, as well as the insurance industry designation, CLU (Chartered Life Underwriter).
Her Role Model:
"Ellen DeGeneres, and my daughter because they are both very confident and absolutely hysterical; they always stand up for what they believe in AND they fiercely protect the people they love.”
Client Care Specialist
What She Likes Best About Her Job:
“I enjoy solving problems, answering questions, and making things easier for others. Some things can be solved swiftly and independently, while others require time, research, and cooperation with others. Either way there is a certain satisfaction in delivering solutions and the peace of mind that comes with it.”
Outside The Office:
Mariah likes being at home cooking, watching movies, reading, and playing board games. She also likes to go thrift shopping, and hiking.
F avorite Quote:
“I took a deep breath and listened to the old brag of my heart: I am, I am, I am.” - Sylvia Plath’s The Bell Jar
Account Executive
What She Likes Best About Her Job:
“I enjoy building relationships and helping clients get what they need by providing creative solutions.”
Outside Of The Office:
Mari enjoys traveling, being outdoors and trying new cuisine.
Favorite Quote:
It’s not how you start, it’s how you finish.
Accounts Receivable
What She Likes Best About Working at ScalePEO:
“The best thing about my job is the willingness of our staff to work together as a team. Each individual brings something to the table and together we’re even stronger!”
Her Role Model:
“My father is the one I most admire. He taught me to stand up for what I believe in, to work hard and to trust my heart.”
Favorite Movie:
“I really like ‘Wonder.’ It always reminds me that it’s not who you are on the outside but who you are on the inside that matters and that overcoming struggles in life only makes you stronger.”
Chief Operating Officer
Operations Manager
What Makes ScalePEO Unique:
“One can learn a lot when they ‘peak behind the curtain’ of a company. If a client or prospect had the opportunity to do that here at Scale, they would see we truly live our 6 Core Values and require our daily interactions to be in alignment with them. When you do that, and have creative ways to measure customer satisfaction – clients always learn they picked the right company to partner with.”
Favorite Quote:
Find a way or make one!
Outside of the Office:
“I’m located in the Pacific Northwest so there is no shortage of activities to be doing outside but hiking, kayaking and baseball are my top three.”
Account Executive
What He Likes Best About His Job:
“At Scale we offer personalized help. This means that every day I get to meet new people and learn about their unique situation. Getting to know our clients, listening to their stories and learning about their goals never gets old.”
Languages Spoken:
Mo is fluent in both Arabic and English.
Favorite Song:
“Dream On” by Aerosmith. “I came across that song about a year ago and I just can’t stop listening to it!”
Development Manager
What He Likes Best About His Job:
Working in employee benefits and technology is a dream come true. My family has a long history of starting small businesses and being entrepreneurial. ScalePEO is a great place to put my knowledge and experience to good use – helping small businesses from the burden of regulations.
Favorite Quote:
“Look around corners”
Language Literacy:
Nick is fluent in written and spoken English, Spanish and German.
Accounting Lead
What She Likes Best About His Job:
“Math! Working in the payroll environment is perfect for me because not only do I love numbers but I also enjoy the fast pace!”
Outside the Office:
Rachael likes hiking, camping, cooking, and taking her dog to the park.
Her Role Models:
“Bill and Melinda Gates because they’re always finding new ways to help impoverished people and those in low income schools to be the best they can be. They are one of the biggest reasons I obtained my B.S. in Accounting which later led me to get my M.P.A.-- without my scholarship I never would have made it.”
Account Executive
What Makes ScalePEO Unique:
“I think what really sets our team apart from the pack is how much we care. We never take it for granted that our clients are entrusting us with a part of their business. We view ourselves as a trusted partner—not just a vendor—and we genuinely care about the success of our clients’ businesses.”
Outside the Office:
“Living close to the beach gives me the opportunity to do a lot of hiking. I love hiking during the summer when it is hot. I always head towards the beach to feel the cool breeze coming off the ocean.”
His Role Models:
“My children because they are both so strong and brave. They are also so very caring. I learn from them all the time.”
Our team members are motivated, creative, and driven. They have an unwavering commitment to providing not only leading-edge PEO solutions but also an unparalleled level of support. We value change, encourage progress, and work hard so we can play hard!
We are always on the lookout for the most qualified and exceptional people to add to our team. So, if what you have read so far sounds exciting, and you think that you might be the right person for our team then please send your cover letter and resume to info@scalepeo.com.
We take on the burden of HR and administrative tasks allowing you to focus on increasing productivity and growth.
