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Barbara Fernandez

Sr. Client Relationship Manager at Principal

Barbara Fernandez is an accomplished professional with extensive experience in client relationship management and employee benefits consulting. Currently serving as a Sr. Client Relationship Manager at Principal Financial Group since September 2018, Barbara is focused on customer growth and retention within the InsureTech market. Previous roles include Benefits Consultant at OneDigital Health and Benefits, where Barbara managed the transition of a $1.3M book of business, and Benefits Advisor at Zenefits, noted for managing complex renewal assignments with outstanding Net Promoter Scores. Barbara's career also encompasses significant roles at EPIC Insurance Brokers & Consultants and Heffernan Insurance Brokers, where strong client relationships were established and maintained while providing customized services. Early career experience includes sales and project management roles in telecommunications with ROLM, IBM, and Siemens. Barbara holds a Bachelor of Arts from UCLA.

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