Karen Fante joined Opus in 1997 as a corporate benefit liaison and has risen to Vice President of Benefits for our Health and Welfare Division, known as Benefit Resources.
Karen’s primary responsibility is to oversee all aspects of the consulting and brokerage practice relating to corporate benefits. This involves the active management of over 250 corporate clients. She was instrumental in the creation and implementation of a unique four-step process that encompasses all phases of plan management. Karen also played a critical role in the development of Opus’ unique renewal process that continues to result in significant premium savings to our clients.
Karen acts as the primary liaison between the insurance carriers and corporate contacts. She is actively involved in the negotiation of rates, renewal actions, communication and ongoing plan administration. She also supervises an elite team of professionals including HR specialists, COBRA administrators, actuaries and support team – all integral to the support our corporate client’s daily administrative needs.
Karen holds a Bachelor’s degree from Pace University and resides in Pocantico Hills with her husband Mark and three children, Massimo, Talia and Gemma.
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At Opus Advisory Group, we take pride in artfully weaving your financial life in a highly efficient, strategically optimized manner to build and protect your wealth and lifestyle. Our name means “an artistic creation” in English, and the Latin word, opus, denotes “wealth” and “abundance”.