Julie A. Email & Phone Number

Braintree, MA

Greater Los Angeles Area

• Responsible for the coordination and oversight of the underwriting process for insurance related product sales as well as purchases of mutual funds.
• Managed the overall underwriting and asset acquisition process to ensure paperwork and required documentation was completed in a timely and accurate manner.
• Prepared and coordinated completion of required Broker/Dealer paperwork for establishing new accounts and related security transactions.
• Worked directly with insurance carriers to negotiate underwriting concession, resolved carrier-related issues, and provided required administrative services.
• Oversight and direction regarding all interaction with sales consultants, clients, internal teams, insurance carriers, and trust companies as related to funding asset acquisitions.

Greater Los Angeles Area

• Provided technical, research and presentation support to sales and consulting departments.
• Produced reports which analyzed current or proposed nonqualified benefit and funding arrangements, including summaries of financial projections and recommendations.
• Reviewed plan documents, recommended enhancements to plan provisions.
• Analyzed various life insurance products, recommended appropriate products and product structure for the informal funding arrangement.

Greater Los Angeles Area

• Responsible for the day-to-day administration and maintenance of executive retirement benefit plans and informal funding arrangements and the production of financial reports and statements, research, and analysis.
• Evaluated plan documents and system specifications to meet reporting requirements; streamline corporate reporting and auditing.
• Assisted participants and firms in responding to inquiries and issues regarding their plans.
• Administered variable and non-variable life insurance funding with COLI/BOLI/Split Dollar – asset vs. liability matching, fund reallocation, cash value/death benefit/loan reporting, imputed income calculations, proxy.

Greater Boston Area

• Assessed and recommended solutions to financial problems within Human Resources.
• Oversaw the administration status of John Hancock’s Defined Contribution Pension Plan.
• Prepared and calculated monthly liabilities for the Benefit Budget.
• Day-to-day cash management of benefit claims.

B.A., Political Science

Activities and Societies: Model U.N.

Certificate, Accounting