Kari Stewart Email and Phone Number

Leading the Participant Experience Consulting team by creating communication strategies and targeted campaigns for institutional retirement participants.

Guided the roadmap for future product capability, customer experience improvements and strategic marketing initiatives in tax advantaged healthcare products.

• Established inaugural prospect marketing campaign: 300% participation & new account goals exceeded by 65%.• Developed participation plans: Exceeded 2008 and 2009 consumer and business goals by 15%.• Successful client management: $308k in annual incremental income.• Inaugural win-back marketing campaign: 3X better than existing campaigns.• Introduced web fulfillment channel: $120k annual savings in operational expenses.• Issue management: 46% decline in escalations, 76% decrease in escalation spend.• Cross-functional improvement team management: Incremental $1 million through effective risk strategies.• Revamped existing marketing processes: Annual cost savings of nearly $140,000.• Budget management: Within 3% of plan.• E-newsletter development/publication.• United Way campaign participation up from 50% to 74%.

• Marketing budget management: $500,000 savings in the 1st year.• 3rd-party vendor procurement/management.• Ownership of all DM collateral materials & value-add programs.• Published web based credit education program.• Data analysis/reporting/tracking of champion/challenger campaign strategy and results.• Executed all credit bureau audits.• Client relationship management.• Departmental/capacity planning for diverse staff of 10-15.• Extensive credit underwriting/scoring knowledge.• Creation/roll-out of Capital University, a comprehensive employee training program.• Creation of company-wide interviewing/scoring tool for securing new hires.• Creation/administration of all new hire/ongoing training. Publishing training materials.• Implementation of quality tracking/measurement tools.• Development/execution of an incentive program.• Design/implementation of a career path program.