Wendy oversees the alignment, consistency of deliverables and client experience across the key accounts market segment. Serving as the lead resource and allocation advocate, her role also includes integration of new accounts and new business, overseeing current and new processes, and revenue reporting and planning. She works very closely with producers and the client service team to continue building upon our model of collaboration and client experience from sales to service.
In her previous role at the firm, Wendy served as Lead Account Executive providing leadership to a team of Account Executives and Account Managers, as well as service to clients. She managed a book of business providing multiple layers of support in strategic account management while maintaining, expanding, and servicing the needs of the clients.
Through Wendy’s mentorship and collaboration, she fosters a team approach while ensuring the individual growth of each team member.
Wendy is an active member of the Women’s Leadership Committee, Women’s Mentorship Program and plays an integral role in the Wellbeing Impact Group for Alera Group. She is also part of The Collaborative Way Champions team.