Julia Thomas
New York,NY
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Excellent leadership skills, and a self-motivated team player, adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Organized and reliable, with exceptional customer service and communication skills, and the ability to manage multiple priorities with a positive attitude.
Overview
19
19
years of professional experience
Work History
Manager of Operations
Mutual of America Financial Group
New York, NY
11.2021 - 01.2025
- Supervised a team of ten onshore and offshore associates in support of the Senior Vice President, and Vice President of Operations.
- Processed complex, confidential death cases for the Human Resources Department.
- Elevated productivity by coordinating with departments to strategize and implement new, streamlined processes.
- Ensured compliance with all relevant regulations and terms of insurance policies.
- Managed escalated issues, and resolved complex operational problems.
- Prepared and presented operational reports to senior management.
- Reduced the claim backlog by coordinating an offshore team with upper management, reducing the backlog in three months.
- Trained team of temporary employees and mentored summer interns for three years.
Assistant Manager
Mutual of America Financial Group
05.2020 - 11.2021
- Improved accuracy of team members in new operating systems for benefit determination, processing, and status changes.
- Allocated work tasks to team members for processing, ensuring adequate coverage for operations.
- Assisted the Senior Manager in team management and daily departmental administration.
Senior Benefits Specialist, Benefits Specialist
Mutual of America Financial Group
New York, NY
04.2006 - 06.2020
- Processed death benefits for retirement plan participants for payment to designated beneficiaries in compliance with the Employee Retirement Income Security Act (ERISA).
- Authorized determinations and calculated payments for 401(k), 403(b), IRA, and pension claims for deceased participants.
- Determined pre-retirement death benefit provisions by analyzing pension plan documents.
- Notified designated beneficiaries in writing to collect death benefits for annuity and defined benefit plans.
- Processed sensitive cases submitted by important, influential clients.
- Assisted customers by managing inquiry calls to assist in claims and payments.
- Trained and mentored junior staff members with claim decisions, authorizations, and calculations.
Education
BBA -
Baruch College
New York, NYSkills
- Project management
- Problem-solving
- Process improvement
- Staff Training & Development
- Documentation and reporting
- Time management
- Salesforce
- Audit & Compliance
Timeline
Manager of Operations
Mutual of America Financial Group
11.2021 - 01.2025
Assistant Manager
Mutual of America Financial Group
05.2020 - 11.2021
Senior Benefits Specialist, Benefits Specialist
Mutual of America Financial Group
04.2006 - 06.2020
BBA -
Baruch College
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