Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Julie Garceau

North Attleboro

Summary

Seasoned Operations Manager and talented leader with 24 years of experience applying exceptional planning and problem-solving abilities toward enhancing business plans and day-to-day activities. Results-driven and resilient in developing teams while improving processes and increasing productivity. Bringing solid understanding of industry trends, excellent communication skills, talent for spotting areas in need of improvement and implementing changes with strategic approach.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Operations Manager

Voya Financial
03.2016 - Current
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
  • Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
  • Handled Escalations and assisted employees with processing questions.
  • Worked closely with Legal/Compliance regarding interpretation of plan documents and rules. Also assisted with Secure Act implementation projects.
  • Work closely with the RMD team to identify Omni coding discrepancies.
  • Work directly with clients on Death Claim processes and procedures during implementation and beyond.

Operations Consultant

Voya Financial
01.2010 - 03.2016
  • Collaborated with clients to target issues and uncover methods that would increase operational efficiency.
  • Spearheaded standardization efforts across various functions, creating consistent procedures that yielded measurable results in operational efficiency.
  • Processing Death Claims for all clients in the VIPS book of business
  • Handle Escalations as a subject matter expert

Lead Record Keeper

Voya Financial
01.2002 - 01.2010
  • Worked in both Money In and Money Out processes including Loan Pays and Rollover In.


Pricing and Trading Analyst

Voya Financial
03.2000 - 01.2002
  • Worked nights inputting prices and kicking off job streams.
  • Printed off Ears Reports, reviewed and submitted nightly trades. This was back in the days when the process was completely manual and the trades were all manually faxed.


Education

Associate of Arts - General Studies

Community College of Rhode Island
Lincoln

Skills

  • Problem-Solving
  • Team Leadership
  • Operations Management
  • Customer Service
  • Operational Efficiency
  • Planning and Implementation
  • Staff Training

Certification

I currently hold a Series 99 License

Timeline

Operations Manager

Voya Financial
03.2016 - Current

Operations Consultant

Voya Financial
01.2010 - 03.2016

Lead Record Keeper

Voya Financial
01.2002 - 01.2010

Pricing and Trading Analyst

Voya Financial
03.2000 - 01.2002

Associate of Arts - General Studies

Community College of Rhode Island
Julie Garceau