Jim Pepper Email & Phone Number

Wichita, Kansas, United States

Irving, Texas

Responsible for fulfilling the following duties: development of client relationships, delivery of benefits administration, understanding of client’s overall benefits goals, change order negotiations, P&L and budget responsibilities for an operations staff and cross-selling of benefits services. Currently responsible for Health and Welfare plan administration for several clients and am responsible for providing cross-functional team training, coaching, and mentoring to support those clients.

Responsible for twelve Relationship Managers who each managed a book of defined contribution plans with over $100 million in plan assets. Responsibilities included maximizing the economic value of the business relationship for Fidelity and expanding the client relationship to new lines of business. Worked with senior client contacts ranging from COO's and CFO’s to Senior Sales representatives and a broad array of Fidelity business partners and stakeholders.

Responsible for the growth and stability of plan administration for over 200 defined contribution plans ranging from less than $1 million to over $25 million in plan assets. Responsibilities included marketing to brokers, consultants and new clients, consultation on plan design with clients, conducting employee enrollment meetings, plan record keeping, and assuring legal compliance of plan documents and plan administration.

Mba, Business Administration

Ba, Business

Business