by Jasmine Phiri
November 20, 2020
Vice President, HSA Carrier Sales,
Fidelity Health Solutions
Karen joined Fidelity in 2016 as Director of Carrier and Vendor Solutions for Fidelity Health Marketplace, and in 2019 moved to help the Fidelity HSASM (Health Savings Account) team establish and manage new distribution channels for the HSA business. Karen’s focus is on working with health insurance companies and other entities to find new avenues for expansion and vitality within the dynamic healthcare industry.
Karen has been in the employee benefits industry for over 20 years, and her varied background includes roles at a Unum in voluntary benefits, claims and compliance. Prior to joining Fidelity Investments, she worked for a SAAS benefits technology startup where she developed partnerships with major US insurers.
Licensed as a life, health, property and casualty broker in all 50 states, she continues to serve as a Designated Legal Responsible Producer for the insurance operations of Fidelity Investments. She also holds FINRA Series 7 and 63 licenses. Having started her career in claims, Karen continues to have a passion for helping people understand their benefit programs and the value it can bring in planning and preparing for the unexpected.
A life-long New Englander, Karen graduated from Assumption University and lives on Cape Cod with her husband and their two college-aged daughters.