Julie Ann Weston is seeking a full-time position utilizing her 29 years of experience in staff development, training, and customer service. She has a bachelor's degree in organizational communication and certificates in training and securities. Her experience includes roles in compensation consultation, investment services, benefits, and training & development at Northwestern Mutual Insurance Company. As a leader on diversity initiatives, she advocated for an inclusive environment and ongoing learning. Her skills include effective communication, customer focus, follow-through, initiative, problem solving, and teamwork.

1. JULIE ANN WESTON
3611 West Normandy Court Mequon, Wisconsin 53092
(414) 403-2514
Joolesweston@aol.com
QUALIFICATIONS
Trainer/ Manager/ Public Speaker/ Marketerof Ideas
Job Objective: Seeking full-time position, bringing 29+ years of professional experience with diverse
Subject Matter Expertise (SME) in technical and soft skills for staff development and supervision.
Education: Bachelor of Arts Degree in Organizational Communication, University of Wisconsin-
Milwaukee, 1986; Certificate in Training (program development and facilitation), UW-Milwaukee, 1997;
Attended Alverno College, 2005. Certificates: Associate Customer Service Designation from Life Office
Management Association (LOMA); Series 6-Securities License & Series 26-Registered Principal Securities
License.
Professional Experience – Northwestern Mutual Insurance Co.
Compensation Consultation Specialist 2011 Present
Senior Investment Service Specialist 2008 2011
Senior Income Benefit Specialist 2005 2008
Business Retirement Specialist 2004 2005
Training & Development Specialist 1998 2004
Senior Customer Service Representative 1993 1998
Customer Service Representative 1990 1993
Customer Service Correspondent: Corresponded regarding life
insurance issues with policy owners.
1989 1990
Payment Processor: Processed payments to life insurance
and ISA accounts.
1987 1989
As a Compensation Specialist, I support the NM field and field staff by providing quality service and
training in regard to all forms of field compensation. I provide consultation to field customers as well as
home office personnel in the technical aspects of field compensation via the telephone, training, research
and communication. I strongly support a one-stop service philosophy through case ownership ensuring
complete and accurate service.
Job responsibilities include: providing individualized service to home office employees and financial reps
and their staff. I coordinate team efforts to complete service requests in a timely manner, identify and
immediately correct service and workflow issues.I continuously identify and implement process
improvement ideas and maximize operational efficiencies in Northwestern MutualField Compensation. I
develop, coach, mentor and support staff on casework policies and procedures.I conduct routine audits and
take responsibility to address employee development needs,monitor workflow to ensure efficient and
timely case assignments. I independently handle complaints, sensitive issues and complex case
assignments. I provide training, consultation and follow through for staff regarding new NM products,
product enhancements as well as system/proceduralchanges. I recommend and implement strategies aimed
at improved customer satisfaction and reduced operating expenses at the Home Office.

2. As a Senior Investment Service position, I was the Lead Project Specialist (also known as Subject Matter
Expert/SME) for Death Under Income Plan (DUIP) project.
My job responsibilities included weekly management meetings; training new employees, overseeing the
day-to-day work of 16 office staff to insure that regulatory productivity measures are met and performing
quarterly audits and providing timely feedback on staff performance; defining business project
requirements; systemand screen design; creating testing scenarios and scripts; testing systemdesign;
defining project defects and change controls; creating and delivering training to staff and other functional
departments; ongoing SME for systemissues and enhancements; and Balanced Score Card (BSC) reporting
to create metrics, analyze data, make recommendations, and presented data quarterly.
Key Accomplishments
 In 2015, as a Diversity and Inclusion Steering Committee member, I lead and participate in the
following:
 MISSION:
 Building trust within the Agencies function to empower employees to bring their authentic selves
to work.
 VISION:
 Educating, increasing awareness,advocating & advancing D&I initiatives to ensure everyone feels
valued and is engaged through active participation in the following objectives:
 Educate:
 • Employees participate in Agencies D&I activities.
 • D&I is a focus within employee development and performance goals.
 Increase Awareness:
 • D&I information is frequently shared within the Agencies D&I Yammer group.
 • Employees move from being “aware” to having the “desire” to engage in D&I work.
 Advocate & Advance:
 • All teams are engaged in D&I work.
 • Leaders encourage D&I participation and model the behavior.
 • Employees of all levels are entitled to a fulfilling D&I experience.
 • Differences within our employees are recognized and embraced through fostering an inclusive
environment.
 Worked with teams to ensure their ongoing learning, development and job satisfaction, with tasks
that included identifying process improvements, implementing ideas and identifying all
stakeholders affected by the outcomes.
 Delivered high-quality customer service in a cost-effective manner by consistently meeting service
level goals, and conducting timely, quality staff reviews and audits.
 Contributed to a work environment of continual improvement to deliver cost-effective benefits,
and implemented technological improvements within the organization.
 Served in roles of Trainer, Leader, Subject Matter Expert (SME), Contributor and Supporter
involved in various projects with diverse teams over a 29-year period.
These assessments ofmy professionalskills were cited on my Multi-Source Feedback document:
Communication Skills:“Julie Ann can cope with frustration when she's faced with criticism or obstacles.
She generally tackles the situation in a composed manner and keeps her cool.”
Customer Focus: “Julie Ann has a strong customer focus as she is able to put herself in their shoes.She
follows through and meets commitments to ensure customer satisfaction. She sets achievable goals and
personally deals with customer requests to make sure they get handled on time within the guidelines.”
Follow-Through: “Julie Ann does not overreact when problems or defects occur that affect systemquality
or timelines. She focuses on what needs to be done.”
Initiative: “Julie Ann is able to think up creative solutions to problems and has new ideas. She is able to
adapt well to change and looks for the positive side of anything that may be bad.”

3. Interpersonal Skills:“Julie Ann is an approachable person and works to build rapport with others. She is
easy to talk with, a friendly person, and knows who may have the answers.”
Problem Solving: “Julie Ann is an effective decision maker. She takes the time to think through problems
and examine the facts before choosing a course of action. She generally takes a methodical approach to
problems and examines situations from a variety of perspectives.”
Teamwork: “Julie Ann is cooperative with her co-workers. She is willing to take on some of their work
since she knows others are busy.Julie Ann works readily with peers and collaborates to find solutions for
the common good.”