Julie Winters
Frankfort,OH
Summary
Compassionate Case Manager with substantial background in social work and providing support to vulnerable populations. Skills include crisis management, care coordination, and advocacy for clients' rights and needs. Demonstrated ability to establish trust with clients while effectively managing high caseloads. Notable impact on improving client well-being through personalized care plans and resource allocation.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Independent Sales Director
Mary Kay
Frankfort, OH
04.2021 - Current
- Developed and implemented sales strategies to increase market penetration.
- Built a strong network of potential clients through networking events.
- Ensured timely delivery of products and services.
- Provided training and guidance to junior sales staff on best practices for selling products and services.
Insurance Agent/Business Owner
DSB Insurance Agency
Chillicothe, OH
06.2007 - 12.2023
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Interviewed, hired, and trained employees.
- Completed all agency bookkeeping and payroll via Quickbooks.
Medical Social Worker
Adena Health System
Chillicothe, OH
02.2005 - 06.2007
- Coordinated discharge planning services, including arranging rehabilitation, transportation, and home care assistance.
- Facilitated referrals to community resources, such as housing, durable medical equipment, or financial assistance programs.
- Participated in interdisciplinary team meetings to discuss patient needs and plan appropriate interventions.
Education
Bachelor of Arts - Social Work
Wright State University
Dayton, OH08-2021
Skills
- Effective Interviewing Techniques
- Collaborative Team Member
- Healthcare Coordination Expertise
- Expertise in Word and Outlook
- Quickbooks Proficiency
- Comprehensive Case Management
Certification
- Property and Casualty Insurance License
- Life and Health Insurance License
Timeline
Independent Sales Director
Mary Kay
04.2021 - Current
Insurance Agent/Business Owner
DSB Insurance Agency
06.2007 - 12.2023
Medical Social Worker
Adena Health System
02.2005 - 06.2007
- Property and Casualty Insurance License
- Life and Health Insurance License
Bachelor of Arts - Social Work
Wright State University
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