Kari Stewart Email & Phone Number

Greater Minneapolis-St. Paul Area

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

Greater Minneapolis-St. Paul Area

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

Greater Minneapolis-St. Paul Area

• 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%.

Sioux Falls, South Dakota Area

• 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.

Sioux Falls, South Dakota Area

Greater Minneapolis-St. Paul Area