Members

Julie Nelson

EBMS

Senior Account Executive

Julie has served in a variety of roles within the account management team since her arrival in 2004 at EBMS. Her talents in project management and execution resulted in her most recent assignment as EBMS’ Implementations Manager. She provides oversight of these group implementations, along with her strategic oversight of client accounts and a dedicated team of account managers. As a Senior Account Executive, Julie analyzes monthly financial and operational reports for key indicators to advise clients and account managers regarding benefit plan design and customized benefit programs that might address areas of concern for the client. Julie graduated with a Bachelor of Science degree from Presentation College and is also a Certified Self-Funding Specialist (CSFS), accredited through HCAA. She is a licensed agent and located in the Billings, Montana, office. Julie resides in Joliet with her husband John and son Jack.

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