Julie Wood

Administrative Coordinator / Receptionist at McKinley Carter Wealth Services
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Contact Information
us****@****om
(386) 825-5501
Location
Charleston, West Virginia, United States, US

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Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Administrative Coordinator / Receptionist
      • Apr 2022 - Present

  • Valley View School District
    • Bolingbrook, Illinois
    • Special Education Secretary
      • Aug 2016 - Jun 2021

      Responsible for working directly with Student Resource Team Leader to schedule all necessary meetings for K-5 students with Individual Education Plans and 504 Plans. As well as, ensuring paperwork is complete and processed within the given time standards. Manage allocated budget for guest teachers and special education team funds. Additional responsibilities: building usage for special events and rental of building space for non-district use; requesting translators/interpreters from outside organizations to facilitate parent/school staff meetings; manage field trips for all grade levels and organizing needed transportation; assist with registering incoming students including processing school fees Show less

    • United States
    • Insurance
    • 400 - 500 Employee
    • Account Representative
      • Feb 1999 - Jun 2015

      process personal automobile and homeowners quotations for high net worth account (total account premiums in excess of $25,000 annually); process of policy change requests and pending renewals process personal automobile and homeowners quotations for high net worth account (total account premiums in excess of $25,000 annually); process of policy change requests and pending renewals

    • United States
    • Insurance
    • 700 & Above Employee
    • Claims Adjuster
      • Feb 1996 - Aug 1998

      handling of individual automobile claims; contact with insureds via phone and US mail; setting proper reserves and closing out claims within a timely manner. handling of individual automobile claims; contact with insureds via phone and US mail; setting proper reserves and closing out claims within a timely manner.

    • Claims Adjuster
      • Sep 1995 - Aug 1996

      handling of individual automobile claims; contact with insureds and claimants via phone and US Mail; setting proper reserves and closing claims within a timely manner. handling of individual automobile claims; contact with insureds and claimants via phone and US Mail; setting proper reserves and closing claims within a timely manner.

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