Julie Dotas
Rosemount,MN
Summary
Driven by a detail-oriented mindset and analytical proficiency, I excelled at Securian Financial, enhancing policy verification processes and developing key training materials. My strong communication skills and optimistic outlook facilitated exceptional service, contributing to improved team performance and efficiency.
Overview
26
26
years of professional experience
Work History
Compliance Specialist
Securian Financial
09.2018 - Current
- Conduct thorough review of policy files to verify death benefit amounts, beneficiary designations and policy ownerships.
- Process death claim calculations with available systems and input manual calculations on an Excel spreadsheet to be calculated manually.
- Provide Claims with a brief of policy information based on my review along with a death benefit calculation quote.
- Review and handle a weekly list generated as the result of of company-wide notification of the death of insureds covered by various products throughout the enterprise.
- Assist Product Systems Specialist with processing policy utilities.
- Supported team by learning how to do escheats and assisted when I had availability.
- Developed training materials for new hires, improving overall team knowledge and performance in the workplace.
Life Insurance Policy Services Representative
Securian Financial
06.2009 - 09.2018
- Reviewed and researched service requests from external servicing
representatives and policy owners. - Used my excellent communication skills to provide written and verbal responses to the service requests received.
- Increased my knowledge by learning how to run policy illustrations and the handling of policy compensation paid to our external servicing representatives.
- Served as a trusted resource for both colleagues and external servicing representatives regarding policy guidelines, processes, and procedures.
- Leveraged strong organizational skills to keep track of multiple tasks simultaneously while maintaining turn around times.
Senior Policy Service Representative
Securian Financial
08.1999 - 06.2009
- Reviewed and processed administrative changes, and policy changes that resulted in in new policies being issued.
- Researched and provided written and verbal responses to service inquires from servicing representatives and policy owners.
- Provided exceptional customer service to the serving firms that I was a direct contact for,
- Managed several listings that were generated on a monthly basis for policies that were due to expire while maintaining turn around times with my daily responsibilities.
Education
Associate of Arts - General Studies
Normandale Community College
Minneapolis, MN05-1993
Skills
- Analytical Proficiency
- Effective Time Management
- Detail-Oriented Mindset
- Effective Multitasking
- Strong Communication Skills
- Optimistic Outlook
Timeline
Compliance Specialist
Securian Financial
09.2018 - Current
Life Insurance Policy Services Representative
Securian Financial
06.2009 - 09.2018
Senior Policy Service Representative
Securian Financial
08.1999 - 06.2009
Associate of Arts - General Studies
Normandale Community College
Similar Profiles
Austin SchwaiAustin Schwai
Engineering Consulting Director – Technology Operational Excellence at Securian FinancialEngineering Consulting Director – Technology Operational Excellence at Securian Financial
Keagan PagelKeagan Pagel
Finance Intern at Securian FinancialFinance Intern at Securian Financial
Collin PepinCollin Pepin
Actuarial Consultant at Securian FinancialActuarial Consultant at Securian Financial