Julie Tuttle
Customer Service Champion
Bella Vista,AR
Summary
- Experienced benefits specialist with over 25 years of experience in retirement and customer service. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
25
25
years of professional experience
Work History
Retirement Services Representative
Majorel
Tempe, AR
08.2021 - Current
- Provide phone support to participants of employer sponsored 401k plans.
- Respond to participant requests for plan specific information, online access and expert guidance on various transactions and trades.
- Actively listen to participants, handle all concerns quickly and rarely escalate issues.
- Maintain energy and enthusiasm in fast-paced environment.
Group Insurance Marketing Specialist
United Healthcare
Minnetonka, MN
08.2004 - 02.2020
- Planned annual marketing initiatives and materials for employees of employer sponsored health care plans; for all group sizes across the United States.
- Collaborated closely with graphic designers, subject matter experts (SMEs) and technical staff to produce compliant, annual on-time materials.
- Liaised between internal creative teams and sales regions for branding strategy and promotional materials.
- Attended hundreds of enrollment meetings to see materials in action, measure results and report to senior management.
Retirement Plan Administrator
Wachovia Bank
Bloomington, MN
03.1996 - 08.2004
- Managed statement production for participants of employer sponsored 401k plans.
- Consistently achieved 98% on time statement execution quarterly.
- Maintained sensitive information with strict confidentiality and modeled ethics, professionalism and service orientation in employee interactions.
- Proved successful working within tight deadlines and fast-paced atmosphere.
Skills
Creative problem solving
undefinedTimeline
Retirement Services Representative
Majorel
08.2021 - Current
Group Insurance Marketing Specialist
United Healthcare
08.2004 - 02.2020
Retirement Plan Administrator
Wachovia Bank
03.1996 - 08.2004
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