Julie Warren

Maintains strong working relationships with internal IDI Business Operations partners, field partners, brokers, clients and plan admins

• Creates accurate invoices using multiple methods, modes and software
• Designed and implemented a calculator for a special handling process, which saved time and eliminated human error
• Reconciles complex accounts for billing, processing premiums and onboarding new client accounts
• Recognizes opportunities for process improvements to offer efficiency driven solutions
• Organize and lead team projects
• Enhanced client satisfaction by delivering customized consulting services tailored to individual needs.
• Increased client satisfaction with accurate and timely financial reporting.
• Reduced financial discrepancies by conducting thorough audits and reconciliations.
• Streamlined business processes for increased efficiency and reduced operational costs.
• Optimized billing processes by implementing efficient invoicing and payment tracking systems.
• Coordinated with clients to resolve outstanding balances, resulting in a higher percentage of on-time payments.
• Developed customized billing reports for internal stakeholders, supporting informed decision-making processes.
• Identified, researched, and resolved billing variances to maintain system accuracy and currency.
• Processed and verified invoices to secure accuracy of billing information.
• Trained new team members on billing systems, processing payments and protocols, ensuring consistency in practices across the department.

• SME and Mentor in Intake Plus, IDI (Individual Disability Insurance) administration of claims and annuities.
• Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
• Resolved customer complaints and escalations with empathy, resulting in increased loyalty and repeat business.
• Exceeded satisfactory metric standards
• Certified mentor in Intake Plus, IDI and Annuities.
• Supports on the job training and post training support for Intake Plus, IDI and Annuities. and lead debriefs
• Recognize opportunities for process improvements to offer efficiency driven solutions
• Organize and lead team projects to build connections among the agents
• Facilitated 1x1's with individual agents to monitor and address areas of opportunity in accuracy and customer service
• Key Project: Worked with IT to test, track data and document findings of Amelia - A new Virtual Intake Assistant
• SME with all the products/policies/contracts within IDI.