Julian Jackson
New Britain,CT
Summary
Results-driven Analyst with experience in financial data analysis and process improvement. Track record of delivering data-driven insights and improving operational efficiency. Adept at collaborating across teams and solving complex problems using metrics and KPI analysis. Proficient in Microsoft Office for comprehensive reporting and documentation.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Analyst, Claim Operations
Travelers
Hartford, USA
10.2024 - Current
- Conducted metric, KPI, and budget analyses to identify patterns and improvement opportunities.
- Analyzed financial, operational, and compliance data to assess control effectiveness and validate accuracy.
- Reviewed business workflows and documented findings, providing data-driven recommendations that enhanced operational efficiency.
- Compiled and managed data from various sources; created and maintained analytical reports that ensured data integrity and supported decision-making.
- Communicated insights and trends to cross-functional stakeholders, presenting analyses to partners and leadership.
- Collaborated with teams locally and nationally, serving as a subject matter expert on operational initiatives.
- Demonstrated accountability and problem-solving skills by independently delivering outcomes that contributed to team objectives.
Personnel Coordinator
Chief of Staff, LLC
Glastonbury, USA
11.2018 - Current
- Managed staffing operations, streamlining hiring, onboarding, scheduling, and timekeeping processes.
- Coordinated payroll processes, ensuring timely and accurate compensation for employees.
- Ensured compliance with internal policies and external regulations consistently.
- Facilitated training and orientation initiatives, improving workforce effectiveness and employee integration.
- Prepared detailed reports on staffing metrics and operational performance.
Claim Service Representative
Travelers Insurance
Hartford, USA
01.2024 - 10.2024
- Delivered administrative and operational support for Bond & Financial Products claims, enhancing claim processing efficiency.
- Ensured accuracy in data entry, reports, correspondence, and claim systems, contributing to reliable claim management.
- Managed physical and electronic claim files, preparing correspondence and closed files.
- Assisted with financial transactions and coordinated with Finance and Underwriting.
- Coordinated communication workflows, call routing, and document intake to facilitate seamless claim processing.
Sr. Policy/Plan Service Coordinator
Voya Financial
Windsor, USA
09.2022 - 01.2024
- Analyzed data and workflows to identify operational initiatives and enhance continuous improvement.
- Coordinated with internal and external partners to ensure timely, accurate outcomes.
- Collaborated with cross-functional teams to resolve processing issues and streamline operations.
- Reviewed and processed customer transactions, ensuring accuracy and compliance.
Policy/Plan Service Coordinator
Voya Financial
Windsor, USA
07.2021 - 09.2022
- Managed workflow queues to streamline processing timelines.
- Coordinated with processing teams to improve operational workflows.
- Ensured data accuracy to maintain correct participant account balances.
- Processed, reconciled, and deposited retirement plan checks accurately and on time.
Personal Banker/Teller
Windsor Federal Savings
Windsor, USA
09.2019 - 07.2021
- Opened checking and savings accounts, contributing to overall bank profitability.
- Issued debit and ATM cards, enhancing customer access to funds.
- Prepared money orders, savings bonds, and checks for customer usage.
- Maintained a balanced cash drawer for accuracy.
- Recorded transactions electronically, ensuring accurate and efficient recordkeeping.
- Adhered to all Federal Banking Laws to be in full FDIC compliance.
Education
Master of Science - Organizational Leadership
Goodwin College
East Hartford, CT05-2027
Bachelor of Science -
Goodwin College
East Hartford, CT05.2024
Associate of Arts - Communication/Journalism Studies
Manchester Community College
Manchester, CT12.2017
High School Diploma -
Bloomfield High School
Bloomfield, CT06-2014
Skills
- Business analysis
- Process improvement
- Metrics and KPI analysis
- Strategy execution support
- Reporting and documentation
- Data validation and analysis
- Cross-functional collaboration
- Problem solving
- Operational and financial reporting
- Microsoft Office proficiency
- Cross-Team collaboration
Certification
• Certified Notary Public, 01/01/24 - 01/01/29
Leadership & Involvement
InJAM 2025 Participant
Timeline
Analyst, Claim Operations
Travelers
10.2024 - Current
Claim Service Representative
Travelers Insurance
01.2024 - 10.2024
Sr. Policy/Plan Service Coordinator
Voya Financial
09.2022 - 01.2024
Policy/Plan Service Coordinator
Voya Financial
07.2021 - 09.2022
Personal Banker/Teller
Windsor Federal Savings
09.2019 - 07.2021
Personnel Coordinator
Chief of Staff, LLC
11.2018 - Current
Master of Science - Organizational Leadership
Goodwin College
Bachelor of Science -
Goodwin College
Associate of Arts - Communication/Journalism Studies
Manchester Community College
High School Diploma -
Bloomfield High School