Julie Rathbun

Regional Business Optimization Manager at CONNECT, powered by American Family Insurance
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco Bay Area

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Michael McCright

I was fortunate to the have opportunity to hire Julie at CONNECT. Her creative solutioning and effective management of cross-functional teams has proved to be invaluable to the organization. Julie builds compelling business cases and has the communication skills to present her recommendations to a myriad of audiences. These skills and her ability to collaborate across all levels of stakeholders has allowed her to successful execute several large-scale projects at CONNECT. Julie also brings a deep understanding of insurance operations within several distribution channels; she has experience with captive agents, independent agents, direct-to-consumer, and marketing partnerships. With her knowledge and analytical skillset, Julie has driven several key decisions in state and partner management for CONNECT. With a positive attitude, pleasant demeanor, and inquisitive mind, Julie is a welcomed addition to any team!

Jennifer Piczkowski

Julie is a tremendous asset to any project team. I had the pleasure of working with Julie on multiple projects over the past couple of years, focused on profitability, creating efficiencies and meeting compliance. Julie is an excellent communicator, demonstrating her strong knack for breaking down complex goals and problems into steps that the business team could understand, collaborate on further, and work together to meet tight deadlines. Her positive energy connected the group and created a team of people highly supportive of their goals and each other. As an excellent leader and team member, I would recommend Julie over and over to any organization focused on profits and maintaining the highest level of compliance.

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Credentials

  • Decision-Making Strategies
    LinkedIn
    Sep, 2023
    - Nov, 2024
  • How to Master Your Executive Presence
    LinkedIn
    Aug, 2023
    - Nov, 2024
  • Agency Management Training Council (AMTC)
    Insurance
  • Associate in General Insurance (AINS)
    Insurance
  • Life Underwriting Training Council Fellow (LUTCF)
    Insurance

Experience

    • United States
    • Insurance
    • 300 - 400 Employee
    • Regional Business Optimization Manager
      • Jan 2021 - Present

      Make business case recommendations for product performance, operational efficiencies and digital experiences to improve top and bottom-line results by utilizing quantitative and qualitative analysis and assumptions. Communicate CBA analysis and recommendations to SLT, CLT & Stakeholders. Project Management Business Owner from end to end. Collaboration with IT, Digital, Marketing, Communications, Customer Experience, Legal, Compliance and Operations. Forecast top line results and provide quarterly adjustments. Show less

    • Spain
    • Insurance
    • 700 & Above Employee
    • Western Region Business Development Manager - Alternative Markets (B2B)
      • Dec 2016 - Jan 2021

      Profitably create, grow and manage non-traditional distribution channels by distributing preferred, non standard and specialty P&C insurance products to strategic business partners. Create and execute unique distribution models and P&L strategies. Create budgets, forecast results and report on KPIs. Strategize with C-level executives to expand their portfolio of products, differentiate themselves from their competitors and generate a perpetual income flow. Generate leads for direct channel call center. Lead sales team and collaborate with Cross-functional Leaders. Show less

    • Product Management Manager - Western Region
      • Sep 2014 - Dec 2016

      Managed a portfolio of products by utilizing quantitative and qualitative analyses of complex company, market and competitor analysis to create broad eligibility, competitive pricing and profitable growth. Introduced new value propositions to meet the changing needs of the consumer and differentiate products from the competition. Prioritize technical enhancements to reduce expenses and provide ease of use to Employees, Brokerages and Insureds. Managed contracts for 3rd party insurance software distributors. Show less

    • United States
    • Insurance
    • 300 - 400 Employee
    • Western Zone Sales & Marketing Manager
      • Jan 2009 - Jun 2014

      Developed and executed strategic plans for profitable personal, commercial and specialty lines growth for 10 states and 13 insurance products; representing $324M in premium. Coached a highly skilled, professional sales team. Coordinated with Heads of Product, Actuarial, Underwriting, IT, Claims, Licensing and Legal to ensure competitive and quality products and exceptional customer experience.

    • Senior Territory Sales Manager
      • Dec 2005 - Dec 2008

      Analyzed agency activity and trends within territory and executed strategies to maximize the distribution of products. Trained on products, website, raters and marketing programs. Developed growth plans for existing Agencies and prospected for new agencies.

    • United States
    • Insurance
    • 700 & Above Employee
    • Senior Marketing Specialist
      • Oct 1998 - Dec 2005

      Managed internal and external marketing programs to promote Corporate and Agency branding. Recruited, contracted and trained Agents. Created and administered departmental policies and procedures. Managed internal and external marketing programs to promote Corporate and Agency branding. Recruited, contracted and trained Agents. Created and administered departmental policies and procedures.

    • United States
    • Insurance
    • 700 & Above Employee
    • Senior Internal Auditor
      • 1996 - 1998

      Performed financial, operational and compliance reviews of departments and Agencies to assess operational procedures, internal controls and risk management. Identified and investigated fraud allegations. Communicated results and recommended corrective actions.

    • Senior Underwriter
      • May 1994 - Sep 1996

      Analyzed personal lines risks to grow and maintain profitable lines of business. Trained Agencies on profitable risks, coverages & rating trends.

    • Sales Agent
      • Mar 1991 - Apr 1994

      Sold, serviced and cross-sold personal lines products to 2,000 households. Led marketing campaigns to prospect and retain clients.

Education

  • California State University-East Bay
    Bachelor of Business Administration (BBA), Finance & Real Estate

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