Summary
Overview
Work History
Skills
Timeline
Generic

Julie Meade

Nashua,NH

Summary

Results-driven Manager known for high productivity and efficient task completion. Specialize in strategic planning, team leadership, and operational improvement. Excel in communication, problem-solving, and adaptability, ensuring seamless project execution and team cohesion.

Hardworking and motivated professional with several years of experience and record of success in industry. Solid history balancing team performance, customer service targets and business objectives. Dedicated to working closely with employees to maximize productivity and optimize procedures. Decisive leader with good planning and organizational skills.

Overview

26
26
years of professional experience

Work History

Manager, Enrollment Strategy

Colonial Life
05.2023 - Current
  • Shift in responsibilities to have Nationwide focus on the Regional Enrollment Functions only:
  • Successfully led the team to surpass targets, ending 2024 with notable increases in both cases and premiums.
  • Established processes to ensure efficient workflow throughout the organization.
  • Ensured compliance with all applicable laws, regulations, industry standards.
  • Implemented process improvements, resulting in an increase in operational efficiency.
  • Enhanced team morale and retention through recognition programs and career development opportunities.
  • Monitored staff performance and addressed issues.
  • Coordinated cross-departmental projects to ensure timely and successful completion.
  • Resolved conflicts between employees by providing guidance on company policies and procedures.
  • Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
  • Conducted performance reviews for team members.
  • Coached, mentored and trained team members in order to improve their job performance.

Manager, Enrollment Strategy

Colonial Life
10.2021 - 05.2023
  • Drove overall Enrollment Strategy to maximize enrollment results for the Northeast and Midwest regions, ensuring field partners are leveraging all available tools to achieve those results
  • Partnering with 2 other co-manages
  • Established meaningful partnerships with territory sales leadership to meet and exceed company expectations
  • Partnered with Vice President of Sales to execute yearly vision for improving premium per policy results
  • Managed a fully remote team consisting of 12 employees in 4 distinct job functions
  • Regional Enrollment Consultants – who are responsible for field engagement and full case level support, implementation to ongoing support though to rework stage
  • Service Consultant – who is responsible for the implementation and full case management for all home office supported call center cases
  • Senior Enrollment Support Specialist – who functions as a player/coach, while still actively working the call center phone lines also supports the Enrollment Support Specialist team with questions and guidance
  • Enrollment Support Specialist – front line call center representatives responsible for enrollment calls for core and voluntary insurance products as well as the conservation of policies when clients are calling in to make changes and/or cancel
  • Weekly coaching to focus on key incentives set forth for each role with measurable and achievable milestones
  • Lead overall strategic planning process for the entire nation to gain alignment and proactively work to engage our field partners to improve enrollment results

Regional Enrollment Consultant

Colonial Life
05.2016 - 10.2021
  • Specialized in enrollment strategy planning with field partners to maximum enrollment results
  • Engaged with internal resources, field sales force, broker partners and clients during all stages of support for premier client accounts (over 500 lives)
  • Enrollment Management of National Accounts for Northeast region
  • Involved in full life cycle of account, from acquisition thorough implementation, and final enrollment execution followed by ongoing yearly reenrollment planning
  • Staffing and day-to-day oversight of enrollments in region focused on coaching for optimum sales results and performance from the assigned Benefit Counselors
  • Established long term strategic relationships with field and internal partners that drove higher levels of customer satisfaction and resulted in successful enrollments
  • Developed and implemented recruiting action plan to grow additional National Enrollment Team members
  • Collaborated on development of yearly advanced benefit counselor training
  • Travel in region to deliver training and grow partnerships with the field

Agency Development Manager, Account Manager

Colonial Life
05.2014 - 05.2016
  • Medium District of the year 2015
  • Account Management responsible for end-to-end enrollment process
  • Account Implementation and enrollment management for over $2,500,000 in new business and 90 new accounts in 2015
  • Responsible for all aspects of benefit counselor recruiting, hiring, training and managing
  • Met personal production goals
  • Certified member of the Nation Benefit Counselor team

Area Director – Northern CA

Combined Insurance
07.2013 - 05.2014
  • Responsible for recruiting, training, and managing a team in the Northern CA market
  • Full account oversite from acquisition to implementation to ongoing management
  • Grew agent force by 500% and account premium over 800% by the end of my tenure

Account Management

Colonial Life
06.2006 - 07.2013
  • Territory Coordinator of the Year 2009 and 2010
  • Certified member of the National Benefit Counselor Team
  • District Development Manager assisting in technology and product knowledge training for all newly hired agents
  • Encouraged a quick start mentality that increased tier hits and production among new agents
  • As lead Coordinator, I conducted ongoing trainings with the enrollment team throughout the
  • Specializing in core enrollment management (managing both core and voluntary benefits)
  • Account implementation and overall account management
  • Developed strong relationships with internal partners, clients and broker partners to ensure a successful enrollment process
  • Including updating on Health Care reform as needed

District Recruiting Manager

Farmers Insurance
02.2005 - 06.2006
  • Consistently achieved recruitment goals, while maintaining a 96% retention rate against a much lower industry average
  • Trained new agents in all fundamentals of running and owning an agency
  • Worked closely with new agents in hiring telemarketers, running, and maximizing, call clinics

Hiring Team Manager

GEICO
08.2002 - 02.2005
  • Recruited to staff a new call center
  • Recruited, hired and managed a team of 12 to fully staff a multi-level call center consisting of sales, service, and support
  • Placed 450 people during the first 18 months of this facility exceeding expected timelines

Human Resources Generalist

ETEC (A division of Applied Materials)
11.1998 - 05.2001
  • Performed HR related trainings such as: on boarding and new hire orientation
  • Oversite of FMLA process
  • Managed the employee activities team including budget generation and adherence
  • Monitored employee morale
  • Developed an employee file audit system that I implemented in both the Arizona and California offices
  • Gained a thorough understanding of the human resource process and how benefits create an exceptional working environment

Skills

  • Change management
  • Complex Problem-solving
  • Resource allocation
  • Business planning
  • Decision-making
  • Negotiation
  • Business development
  • Performance management
  • Key performance indicators
  • Project planning
  • Cross-functional teamwork
  • Staff development
  • Trend analysis
  • Workforce management
  • Staff training and development
  • Contract management
  • Clear communication
  • Expectation setting
  • Staff management
  • Conflict resolution
  • Goal setting
  • Policy and procedure development
  • Time management
  • Relationship building
  • Coaching and mentoring
  • Team leadership
  • Cross-functional team management
  • Expense tracking
  • Budget control
  • Partnership development

Timeline

Manager, Enrollment Strategy

Colonial Life
05.2023 - Current

Manager, Enrollment Strategy

Colonial Life
10.2021 - 05.2023

Regional Enrollment Consultant

Colonial Life
05.2016 - 10.2021

Agency Development Manager, Account Manager

Colonial Life
05.2014 - 05.2016

Area Director – Northern CA

Combined Insurance
07.2013 - 05.2014

Account Management

Colonial Life
06.2006 - 07.2013

District Recruiting Manager

Farmers Insurance
02.2005 - 06.2006

Hiring Team Manager

GEICO
08.2002 - 02.2005

Human Resources Generalist

ETEC (A division of Applied Materials)
11.1998 - 05.2001

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Julie Meade