Julie Davis Chapman
Financial Services Professional
Summary
Passionate, dedicated, and motivated professional with a diverse background in Financial Services, Customer Support, Annuities and Insurance Solutions (Life, Disability & Long Term Care). Years of successful experience consulting on multifaceted projects, streamlining internal processes to enhance overall productivity, and fostering positive relationships with a wide range of clients, colleagues, and key business partners. Consistently recognized for outstanding contributions and commended for perseverance, efficiency, and project management skills. Computer savvy and familiar with many modern systems and applications including MS Office Suite. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
21
21
years of professional experience
Work History
Processing Director
Dynamic Wealth Strategies
01.2023 - Current
- Streamlined the onboarding process for new clients, ensuring all necessary documentation was completed accurately and efficiently.
- Maintained strict adherence to regulatory requirements while processing transactions and updating client records.
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Recorded supporting documentation for phone calls and written correspondence.
- Completed training programs to remain updated and further develop proficiency of important industry information.
- Processed and verified all new account applications and documents.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Operations Manager
Elite Financial Management
01.2017 - 01.2021
Director of Client Services
Strategic Wealth Planning
01.2006 - 01.2016
Client Services Coordinator
Robert Mentor & Associates
01.2004 - 01.2006
Education
No Degree - Insurance And Risk Management
Louisiana State University
Baton Rouge, LASkills
- IA & BD Operations
- Insurance Illustrations
- Client Retention
- Back Office Operations
- Data Entry & Reporting
- Custodian Service
- Organizational Support
- New Business Processing
- Case Management
- Client Services
- Quality Assurance
- Worked closely with high-profile clients to identify insurance needs and promote appropriate products
- Maintained over 200 customer accounts, conducted face-to-face meetings, and responded to inquiries
- Served on the SWP Investment Committee and helped gain Registered Investment Advisory (RIA) status
- Managed all annuity, life and disability insurance cases and services as a licensed life, accident, and health agent
- Communicated effectively with third party partners and keep abreast of mutual funds, stocks, REITS
- Assisted with estate planning including trusts, withdrawal notices, partitioning agreements and Death Claims
- Managed all client requests at custodian including all wires, transfers, journals, distributions and RMDs
- Proficient in and familiar with different custodian platforms including Charles Schwab Advisor Center, Fidelity Investments Wealthscape, LPL Financial, Raymond James, Zoho CRM, Salesforce, Outlook, eMoney, Redtail CRM, Advisors Excel, QuikForms, NetX360, Orion and Slack
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Processing Director
Dynamic Wealth Strategies
01.2023 - Current
Operations Manager
Elite Financial Management
01.2017 - 01.2021
Director of Client Services
Strategic Wealth Planning
01.2006 - 01.2016
Client Services Coordinator
Robert Mentor & Associates
01.2004 - 01.2006
No Degree - Insurance And Risk Management
Louisiana State University
Educationlicensure
- Insurance License (Life, Accident & Health) - State of TX
- Notary Public - State of TX
- Business Coursework - Louisiana State University
- Continuing Education courses
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