SUMMARY OF QUALIFICATIONS

Business Analysis, Program, and Product Management: With over nine years in progressive business analysis roles at Fidelity Investments I have developed the keen instincts, analytical talents, and problem solving skills to quickly effect change and improvements. Efficient, reliable, a self starter; I am able to visualize, design, and implement superior products/solutions by understanding the direction and needs of the market and then exceeding those needs with an eye toward broader stategic initiatives.

Superior Communications and Leadership Skills: A team player, I have a outstanding track record of establishing successful working relationships with partners at all levels within an organization. I have managed initiatives ranging in completity and size, involving one to one hundred team members, and spanning periods of sixty days to multiple years. I am seen as a leader, mentor and a confidant within Fidelity.

Human Resources and Benefits Administration: I bring to the table expert knowledge of health and welfare plans, employer benefit and wellness programs, and the knowledge of the products and capabilities available within the industry. I have a keen understanding of the various aspects of HR; from designing and implementing a new plan and consulting on plan changes, to communications campaigns, day to day administration, and compliance with legislative changes.

RECENT ACCOMPLISHMENTS OF NOTE

Federal Legislation in 2009: I created and launched benefits solutions to bring 40+ employers who utilize Fidelity’s HR services into compliance with the following legislative changes: American Recovery and Reinvestment Act (ARRA) COBRA Subsidy, ARRA HCTC COBRA Extension, Children’s Health Insurance Protection Re-Authorization Act, ARRA HIPAA Health IT, Michelle’s Law, Medicare Secondary Payer Reporting Changes, HEART Act, Genetic Information Non-Discrimination Act, etc. Recently I have been focused on the impending Healthcare Reform and its impact on employer benefits.

Product Definition and Standardization: I successfully completed a multi-year initiative to fully define and document Fidelity’s Health and Wellness Services offering, creating 38 product guides to fully detail each segment and option within Fidelity’s Health and Wellness offering. This work was essential in streamlining the offering, and was the cornerstone for the creation of accompanying implementation and system configuration guides to reduce variability and operating costs, while increasing quality for our clients.

WORK EXPERIENCE

Confidential,Fidelity HR Services (September 2000 Current)

11/05 Current: Senior Marketing Product Manager Confidential,

• Health and Wellness subject matter expert; Compliance and Regulatory Offering Lead.
• Launch of new products and product enhancements against broad strategic initiatives and specific business targets in collaboration with IT, Marketing & Sales, including:
• Assessment and impact analysis, and creation of the business case with customer requirements, market opportunity, and financial analysis.
• Project management and business requirements documentation
• Creation of employer collateral (i.e. employer presentations, letter of direction, contract amendments)
• Creation of competitive pricing
• Employee communications pieces and campaigns (literature and web, if applicable)
• Customer Support Services preparation (e.g. participate in call center training sessions, creation of Q&A and talking points)
• Employer Reporting (if applicable)
• Client Service Manager support (e.g. talking points, Q&A sessions, and client/vendor calls)
• Participation in vendor and/or industry (e.g. American Benefits Council) calls and conferences.
• Maintain a deep understanding of market trends and competitive solutions in order to determine new market strategies through the use of competitor roundtables, market surveys, industry publications and newsletters, participation in industry calls and conferences, and independent research.
• Work collaboratively with Marketing and Sales to establish marketing & sales strategies for products and supporting materials and training: Review and respond to RFPs; Development of brochures, publications and other sales collateral; assist in prospect and renewal activities

11/03 11/05: Sr. Business Analyst Confidential,

• Development, testing, and transition of inbound, outbound, and cross product interfaces.
• Worked extensively with clients (employers and their unions), business partners, and vendors to understand their needs, enabling Fidelity to provide superior solutions.

11/01 10/03: Benefits Specialist - Confidential,Client Support Services

• Investigate and resolve complex employee issues
• Participate in employer calls to discuss individual employee issues and trends.
• Detailed knowledge of employer benefits plans and procedures, including benefits plan documents, contracts, union agreements, lawsuit settlements, etc.
• Detected, identified, and corrected potential ssues, as well as provided trend analysis.

09/00 11/01: Confidential,Health & Welfare Specialist

• Assisted employees, across 40+ employers, in all aspects of their Health and Wellness benefits:
• Providing plan education, information and procedures
• Updating dependent information and other indicative data changes
• Processing life events and assisting in employee benefits enrollment elections
• Extensive training in employee interactions, including survivor services and high touch situations

EDUCATION

Bachelors of Arts

DESIGNATIONS AND CERTIFICATIONS

• CEBS Designation in Health Care Plans
• Employee Benefits Specialist Certifications:
• Certified Health & Welfare Specialist
• Certified Human Resource Specialist
• Certified Payroll Specialist
• Certified Defined Contribution Specialist
• Certified Defined Benefit Specialist