Paul Lindemann Email and Phone Number
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Paul Lindemann has worked in the life insurance industry for nearly 40 years. Since July 2001, he has been employed by Catholic United Financial (formerly the Catholic Aid Association), a fraternal benefit society with headquarters in St. Paul, Minnesota. He was hired as a Special Projects Analyst and was promoted to Compliance / Audit Specialist in 2007. In January 2014 Paul was promoted to his current position of Compliance Manager, overseeing all facets of the compliance function for Catholic United. From February 1984 to May 2001, Paul was employed by Prudential Financial in Minneapolis, holding positions in their Consumer Affairs and Licensing & Registration areas.Paul earned his FLMI (Fellow, Life Management Institute), ACS (Associate, Customer Service) and AIRC (Associate, Insurance Regulatory Compliance) designations from LOMA in 1988, 1991 and 2012, respectively. He earned his CLU (Chartered Life Underwriter) designation from The American College in 2007.Paul has been a member of the Association of Insurance Compliance Professionals (AICP) since 2008, and has served on several programming committees. From 2008-2011 he served on the Board of Directors of the Society of Financial Service Professionals–Twin Cities Chapter as Professional Development Chair. From 1993-2009 he was a board member of the LOMA Society of the Twin Cities, serving as its president in 1999 and 2007. He rejoined the board in November 2013 as a Member at Large.
Catholic United Financial
View- Website:
- catholicunitedfinancial.org
- Employees:
- 95
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Compliance ManagerCatholic United Financial Jan 2014 - PresentUnited StatesResponsible for oversight and implementation of all compliance activities for Catholic United including filing and securing approval for life and annuity contracts, complaint resolution, unclaimed property/asset escheatment, advertising review, sales representative and Home Office compliance training, and compliance with regulations established by the Office of Foreign Assets Control.
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Compliance / Audit SpecialistCatholic United Financial May 2007 - Dec 2013Responsible for all facets of the compliance function, including:* Member complaints* Advertising review * Product development* Product filing* Training agents and Home Office staff on compliance issues* Investigating compliance issues with Home Office processing and recommending/implementing solutions
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Special Projects AnalystCatholic United Financial Jul 2001 - Apr 2007* Recommended and implemented process improvements. * Re-designed Home Office complaint handling function.* Researched and responded to marketing and service complaints from members, attorneys and state insurance departments. * Worked with an outside consultant to design and implement a business continuation plan.* Researched and trained Home Office and sales staff on product and compliance issues. * Performed other ad-hoc projects as directed by the Senior Vice President.
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Technology CoordinatorPrudential Financial Jun 1994 - May 2001Licensing And RegistrationServed as the technology liaison between the Licensing and Registration division and PC Support. Diagnosed PC problems for division users, engaging PC Support as needed. -
Consumer Affairs SpecialistPrudential Financial Feb 1990 - Jun 1994Consumer AffairsServed as a trainer and technical resource for several Consumer Affairs Correspondents as they researched and responded to complaints from insureds, attorneys and state insurance departments. Approved exception processing within my stated authorization limits.
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Consumer Affairs CorrespondentPrudential Financial Feb 1984 - Jan 1990Consumer AffairsResearched and responded to marketing and servicing complaints from insureds, attorneys and state insurance departments.
Paul Lindemann Skills
Paul Lindemann Education Details
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Speech-Communication -
St. Louis Park High School
Frequently Asked Questions about Paul Lindemann
What company does Paul Lindemann work for?
Paul Lindemann works for Catholic United Financial
What is Paul Lindemann's role at the current company?
Paul Lindemann's current role is Compliance Manager at Catholic United Financial.
What is Paul Lindemann's email address?
Paul Lindemann's email address is pl****@****aid.com
What is Paul Lindemann's direct phone number?
Paul Lindemann's direct phone number is +165176*****
What schools did Paul Lindemann attend?
Paul Lindemann attended University Of Minnesota-Twin Cities, St. Louis Park High School.
What skills is Paul Lindemann known for?
Paul Lindemann has skills like Insurance, Life Insurance, Fixed Annuities, Training, Management, Process Improvement, Term Life Insurance, Leadership, Retirement Planning, Customer Service, Long Term Care, Strategic Planning.
Who are Paul Lindemann's colleagues?
Paul Lindemann's colleagues are Linda Sternquist, Mai Mindy Yang, Myles York, Kyle Sellnow, Kristina Sherrett, Kat Christopherson, Jerome Michelizzi.
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