Julie Wood
Administrative Coordinator / Receptionist at McKinley Carter Wealth Services- Claim this Profile
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Bio
Experience
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McKinley Carter Wealth Services
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United States
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Investment Management
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1 - 100 Employee
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Administrative Coordinator / Receptionist
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Apr 2022 - Present
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Valley View School District
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Bolingbrook, Illinois
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Special Education Secretary
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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
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Fireman's Fund Insurance Company
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United States
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Insurance
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400 - 500 Employee
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Account Representative
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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
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CNA Insurance
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United States
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Insurance
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700 & Above Employee
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Claims Adjuster
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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.
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Claims Adjuster
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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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