Julie A. Schroeder
Apple Valley
Summary
Dynamic professional with extensive experience at Noridian Healthcare Solutions, excelling in educational outreach and client relationship management. Proven track record in data analysis and compliance expertise, driving successful training initiatives and enhancing provider engagement. Adept at creating impactful presentations that elevate organizational goals and foster strong partnerships.
Overview
21
21
years of professional experience
Work History
Provider Outreach Education Representative
Noridian Healthcare Solutions, LLC
Fargo
02.2014 - Current
- Compiled survey, interview, and focus group data to evaluate customer satisfaction with educational offerings.
- Created engaging presentations to promote new products and services to potential clients.
- Researched best practices in education delivery systems and advised on effective implementation.
- Facilitated training sessions for providers and suppliers on online learning platform usage.
- Generated progress reports towards organizational goals in education outreach initiatives.
- Established professional relationships through client needs assessment, enhancing productivity and opportunities.
- Cultivated strong client relationships by identifying needs and delivering relevant product information.
Provider Enrollment Representative
NORIDIAN HEALTHCARE SOLUTIONS
Eagan
01.2014 - Current
- Ensure quality administration of the Medicare Provider Enrollment program by assuring qualified and eligible individuals and organizations are enrolled
- Analyze provider information for missing, invalid or questionable items
- Research and maintain knowledge of regulations and state licensing requirements for all providers
- Determine eligibility based on Federal regulations for all provider types
- Educate and advise providers regarding CMS regulation requirements prior to submission and during their enrollment into the Medicare program
- Research, coach and respond to claims issues relating to Provider Enrollment records in a timely manner
- Develop professional relationships with providers, credentialing agents, or Board of Directors, attorneys and Executive Officers
- Create a positive team member environment to ensure positive metric outcomes
- Lead team meetings to achieve SMART Goals
Business Administrator, Office Manager, Coordinator & Sales Associate
US FEDERAL CREDIT UNION
Burnsville/Bloomington/Fridley/Minneapolis
01.2011 - 01.2014
- Company Overview: Stable and growing organization with federal roots, serving Minnesota populations since 1925
- Role created; grew into position as need arose for professional with marketing and product knowledge.
- Provided customer service; assisted in sale of insurance products in a brokerage.
- Managed electronic/paper schedules, communication system; support rep; knowledge of stocks/bonds/mutual funds/insurance/annuities
- Built a book of business of new clients using exceptional customer relationship talents that exceeded expectations and topped previous years that generated business at many levels
- Educated clients to access their online accounts; noted for anticipating client and rep needs
- Called prospective clients; successfully bring in clients never seen before for reviews
- Made presentations to staff and trained staff at branch staff meetings; setup and attend in-house and off-site seminars for groups from 10 to 70; generated leads/follow-up calls
- Develop and analyze budget to stay within the Non-profit operations
- Prepared client presentations including updated client production statement
- Processed policy delivery packages for clients; set up brokerage accounts and monitor activity
- Ran illustrations for all investment and insurance products; conduct fund performance research
- Created/managed a customized marketing campaign to targeted audiences
- Restructure and streamline department to run smoothly with peak efficiency
- Stable and growing organization with federal roots, serving Minnesota populations since 1925
Personal Banker
WELLS FARGO BANK
Lakeville
01.2008 - 01.2010
- Generated business; interacted with underwriters; opened varied accounts; worked with underwriters on credit card applications, home equity credit/loan lines and student loans including secured and unsecured loans.
- Achieved company goals including 40 new weekly accounts and 8 referral goals for other services throughout tenure; manage and deliver ongoing customer service on 96 accounts
- Award winner and recognized for exceeding quarterly goals throughout tenure
- Recognized for consistently delivering WOW customer experiences, exceeding their expectations
National Sales Manager
LILLIAN ROSE, INC.
Mukwonago
01.2006 - 01.2008
- Managed principal sales rep direct reports with accountability for efforts of 10-40 distribution reps across the U.S.A., customer service team, attended generated business at trade shows and managed areas of shipping/receiving and warehouse functions
- Drove sales teams and partnered with retail stores; also forecasted and planned new strategies that significantly increased sales outside sales force and key accounts; conducted weekly staff meetings
- Established goals and incentives for sales force, managed benefits, salaries, performance reviews
- Mentored and coached Suppliers on products
- Directed, trained and developed staff to create a positive environment
- Educated clients on products and benefits of the products
Account Specialist
UNUM PROVIDENT
Milwaukee
01.2005 - 01.2006
- Company Overview: Underwriters of group and individual income protection insurance in North America
- Brought in new business and cross-sold products/services; created an effective service plan for assigned accounts; manage on-going customer contacts
- Underwriters of group and individual income protection insurance in North America
Education
Bachelor of Arts - Elementary Education
BETHEL COLLEGE
St. Paul, MNCompleted Insurance Courses -
KAPLAN PROFESSIONAL SCHOOLS
Bloomington, MNSkills
- Microsoft software proficiency
- Client management systems
- Health and financial insurance software
- Educational outreach strategies
- Presentation development
- Compliance expertise
- Online training facilitation
- Customer relationship management
- Data analysis
- Client needs assessment
- Regulatory compliance analysis
Continuing Education
- COMPLETED CUNA COURSE in Investment Basics
- CONTINUING EDUCATION in areas of: Legislative Updates, Personal & Business Life Insurance Planning, Pre-Need Planning, Retirement Planning Strategies, Financial Management, Wealth Management, Ethics
References
References available upon request.
Timeline
Provider Outreach Education Representative
Noridian Healthcare Solutions, LLC
02.2014 - Current
Provider Enrollment Representative
NORIDIAN HEALTHCARE SOLUTIONS
01.2014 - Current
Business Administrator, Office Manager, Coordinator & Sales Associate
US FEDERAL CREDIT UNION
01.2011 - 01.2014
Personal Banker
WELLS FARGO BANK
01.2008 - 01.2010
National Sales Manager
LILLIAN ROSE, INC.
01.2006 - 01.2008
Account Specialist
UNUM PROVIDENT
01.2005 - 01.2006
Bachelor of Arts - Elementary Education
BETHEL COLLEGE
Completed Insurance Courses -
KAPLAN PROFESSIONAL SCHOOLS
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