Julie Heatley

Julie Heatley has a diverse work experience spanning several companies and roles. Julie'smost recent position is as a Client Experience Manager at ThreeFlow, a role they began in April 2022. Prior to this, they worked as a Client Experience Associate at the same company from May 2021 to April 2022.

Before joining ThreeFlow, Julie was employed at HUB International as a Client Relationship Manager from September 2019 to May 2021.

From October 2016 to September 2019, they served as an Employee Benefit Internal Sales Representative at Sun Life. Julie'sresponsibilities in this role included partnering with Sales Reps, managing sales opportunities in Salesforce, and maintaining relationships with internal and external business partners.

Julie's career also includes significant experience at Custom Disability Solutions, where they held various roles. At Custom Disability Solutions, they worked as an Underwriter I from December 2011 to October 2016, conducting price and risk analysis for small group blocks of business. Prior to this, they served as an Underwriting Assistant from January 2006 to December 2011, handling quotes, renewals, and client communication. Additionally, they held the role of Accounting Assistant from October 2002 to January 2006, providing customer service and resolving billing issues.

Earlier in their career, Julie worked as an Administrative Services Assistant at THE TODD BENEFITS GROUP INC. from September 2001 to October 2002. Julie'sresponsibilities included assisting customers, running illustrations, and reviewing applications.

Julie'sfirst professional position was as a Sales Underwriter at The Standard from September 1999 to September 2001, where they developed relationships with brokers and policyholders, handled service and billing issues, and supported the sales process.

Lastly, Julie began their career as a Broker Assistant at Aetna, a CVS Health Company, from April 1998 to September 1999. In this role, they provided support to the Sales and Marketing department, maintained relationships with brokers, and assisted with benefit inquiries.

Overall, Julie Heatley has acquired a wealth of experience in client relations, sales, underwriting, and administrative support throughout their career.

Julie Heatley earned an Associate of Applied Science (AAS) degree in Administrative Office Management from Southern Maine Community College, where they studied from 1996 to 1998. Additionally, they obtained the Resident Producer Life & Health Insurance License from the State of Maine in August 2018 and the Customer Success Certification from Sales Assembly in May 2022.