Summary
Overview
Work History
Education
Certification
Timeline
Generic

Wendy Hill

Summary

Accomplished employee benefits communications and financial services professional with 25+ years of experience. Excellent project, implementation, and process management experience. Highly motivated professional and team player with strong problem-solving skills; collaboration; analytics; and relationship building expertise. Proven ability to adapt quickly to change in a fast-paced work environment, exceeding timelines and expectations. Recognized for developing and implementing action plans for problem resolutions. Comfortable working in a fast-paced, ever-changing environment. Ability to juggle multiple, competing priorities.

Overview

29
29
years of professional experience
1
1
Certification

Work History

Implementation Communications Consultant

Fidelity Investments
06.2022 - Current
  • Consult with company executives and plan sponsors to develop and execute a communication strategy throughout the Fidelity on-boarding process
  • Create and deliver high-quality, cost-effective communications that engage participants while meeting regulatory requirements and delivering critical information during periods of change
  • Areas of focus include new client implementations, new plan setups, and large event projects such as corporate actions
  • Build strong working relationships with stakeholders, often on a condensed timeline due to nature of work
  • Consistently achieve highest client satisfaction score – receiving Top Box Performer | 2024.

Account Executive/Sr. Account Manager

Transamerica
01.2019 - 01.2022
  • Relationship manager for key accounts managing voluntary employee benefits suite of products including Life, Disability, Accident, Critical Illness, Cancer and Hospital Indemnity
  • Managed assigned book of business that included 75+ clients representing 30+ million dollars in annual premium
  • Cultivated and maintained strong professional relationships with employers and brokers; always providing the highest level of customized service and support
  • Consistently increased premium in-force for assigned book of business through effective and innovative communication strategies.

Licensed Benefits Counselor

Mercer
01.2018 - 01.2019
  • Enrolled retirees transitioning from employer-sponsored health plans in Medicare Supplement, Medicare Advantage, and Part D prescription drug plans
  • Educated and guided pre-Medicare retirees on public/private exchanges
  • Advised retirees how to use their company-sponsored Heath Savings Account (HSA) funds to offset their Medicare benefit plan costs
  • Actively maintained knowledge of Medicare regulations.

Client Services Manager

Agero, Inc.
01.2017 - 01.2018
  • Served as primary point of contact for assigned book of business
  • Built and maintained profitable relationships with key clients and provided proactive and personalized relationship management support.

Senior Relationship Manager

Liberty Mutual Insurance
01.2011 - 01.2017
  • Relationship manager for primary Affinity partners including OEM clients (BMW, Volvo, and Hyundai-Kia), Banking clients (American Express and M&T Bank), and associations (ASPCA) and employer organizations (PwC, Citibank, Turner)
  • Created and implemented progressive marketing strategies that resulted in increased penetration and new business premium by over 50% year-over-year for clients under management
  • Developed marketing and communications strategies and plans that included advertising, direct mail, posters, flyers/Inserts, email, E-news placements, Intranet ads, quote days, health/wellness fairs, benefits fairs, and appreciation days.

Vice President/Senior Affinity Relationship Manager

JP Morgan Chase
01.2003 - 01.2008
  • Managed portfolio of 100 million plus dollars of private student loan volume
  • Created and implemented client-level marketing communications plans that resulted in an increase of our student loan volume from 19 million to over 80 million
  • This represented an aggregate growth of over 300%
  • Successfully launched over 100 new affinity marketing partners
  • Managed professional level team of account managers.

Vice President/Director of Affinity Marketing

First USA Bank
01.1995 - 01.2001
  • Conceptualized, developed, and implemented pre-sales marketing program targeted to alumni and professional associations who offered affinity credit card programs with First USA competitors
  • Contributed to the signing of 49 new affinity credit card partnerships resulting in an aggregate impact of 860,000 new credit card customers for the bank
  • Created and published award-winning newsletter about credit card partnerships
  • The newsletter delivered high-value content and effectively positioned First USA as the authority on affinity credit cards
  • Managed marketing programs for all partners that included preparing/developing budgets, determining necessary resources for each project, presenting timelines for project completion, and selecting/negotiating with various vendors.

Education

Bachelor of Science -

University of Connecticut

Certification

  • FINRA Series 7
  • FINRA Series 63

Timeline

Implementation Communications Consultant

Fidelity Investments
06.2022 - Current

Account Executive/Sr. Account Manager

Transamerica
01.2019 - 01.2022

Licensed Benefits Counselor

Mercer
01.2018 - 01.2019

Client Services Manager

Agero, Inc.
01.2017 - 01.2018

Senior Relationship Manager

Liberty Mutual Insurance
01.2011 - 01.2017

Vice President/Senior Affinity Relationship Manager

JP Morgan Chase
01.2003 - 01.2008

Vice President/Director of Affinity Marketing

First USA Bank
01.1995 - 01.2001

Bachelor of Science -

University of Connecticut
  • FINRA Series 7
  • FINRA Series 63
Wendy Hill