- Mentoring
- Road Trips
- Adventure Travel
- DIY and Home Improvement
Julie Zoll
JANESVILLE,IA
Summary
Results-driven Project and Program Manager with a strong focus on value-added activities, driving collaboration and efficiency. Excellent interpersonal skills in communication, change management, and stakeholder engagement including the executive level. Extensive experience in cost, time, risk, issue, integration, and plan management. Skilled in project budget analysis, vendor management, and contract negotiations. Proven ability to deliver high-quality projects on schedule and within budget using cross-functional resources.
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Transformation Lead III
TruStage Insurance Company
09.2017 - 05.2025
- Led an international project to obtain insurance company license and product registration. Collaborate with a team across four countries and multilingual to develop functional systems to sell products to Credit Unions and members in less than 14 months.
- Played a key role in establishing a legal partnership involving ten internal cross-functional workstreams, a consulting team, collaborating with a partner broker-dealer, and ensuring smooth data migration and describing processes. Extreme complexity, project and reputational risks, including FINRA and SEC compliance
- Experience in handling confidential acquisitions and diversification initiatives.
- Spearheaded agile execution for high-impact projects, focusing on customer and business value, fostering team collaboration, and breaking down project phases into Minimum Viable Feature (MVF) releases
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Organized and detail-oriented with a strong work ethic.
- Demonstrated strong organizational and time management skills while managing multiple projects.
Project Consultant III
CUNA Mutual Group
01.2011 - 09.2017
- Managed a multi-year, $42M compliance program implementing regulatory changes affecting thousands of policies
- Led cross-functional teams, including legal, compliance, IT, and business units, ensuring seamless execution and communications
- Developed and launched the company's first new life product in eight years, integrating with 42 systems and multiple customer channels, with a project budget of approximately $2.5M
- Established an agile framework for future product development
- Oversaw compliance initiatives, aligning business and system requirements with Mutual Holding Company regulations
IT Project Manager
CUNA Mutual Group
01.2009 - 01.2011
- Managed large-scale projects, including actuarial system migration to a consolidated valuation and projection platform
- Led the replacement of licensing software with a web-based solution, ensuring compliance with FINRA and NASD regulations
- Managed vendor relationships and oversaw training for 23,000 credit union users and 4,000 internal users
Education
Bachelor’s Degree - Business Administration
Upper Iowa University
Fayette, IA01.2016
Skills
- Positive Interpersonal Skills
- Collaborative Teamwork
- Effective Problem Resolution
- Dependable and responsible
- MS Teams, Word, Excel, Powerpoint
- Project Management Software Skills
Certification
Project Management Professional (PMP), 01/07-01/20
Communications Lead - Caregiver Employee Resource Group
Responsible for communicating through out company about upcoming ERG meetings including guest speakers and purpose.
Interests
Timeline
Transformation Lead III
TruStage Insurance Company
09.2017 - 05.2025
Project Consultant III
CUNA Mutual Group
01.2011 - 09.2017
IT Project Manager
CUNA Mutual Group
01.2009 - 01.2011
Bachelor’s Degree - Business Administration
Upper Iowa University
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