JULIE ANNE SORENSEN
LEGACY BY DESIGN LIFE AND HEALTH INSURANCE SERVICES
LAKE ISABELLA,CA
35
years of professional experience
Accomplished, dependable, and highly versatile professional with 30+ years of experience across business ownership, county human services, legal support operations, and multi‑state life & health insurance. Successfully owned and operated a full‑scale attorney support service from 1991–2021, managing employees and 1099 contractors, overseeing field operations, and maintaining strict compliance under California Department of Corporations and CAL/OSHA contracts for process serving. Certified Process Server in Sonoma and Riverside Counties and a Notary Public for over 25 years, trusted to handle sensitive legal and financial documentation with precision and integrity. Experienced Human Services Technician II for the County of Kern, skilled in case management, eligibility determination, crisis support, and multi‑agency coordination. Licensed Life & Health Insurance Agent in six states, providing expert guidance in financial protection, risk assessment, and long‑term client advocacy. Elected Board Member of the Kern River Valley Chamber of Commerce and dedicated community volunteer, demonstrating strong civic commitment and leadership. Recognized as a collaborative team player and independent self‑starter with exceptional communication, organizational, and management abilities. Known for reliability, professionalism, and a deep passion for serving the community with compassion, accuracy, and unwavering ethical standards.
Work History
LIFE & HEALTH INSURANCE BROKER, NPN # 22098787
5 Months- Provide comprehensive life and health insurance solutions tailored to client needs, including mortgage protection, equity protection, final expense, term, whole life, annuities, and advanced IUL strategies.
- Conduct in‑depth financial needs analyses to identify coverage gaps, long‑term goals, and risk‑management priorities for individuals and families.
- Educate clients on policy structures, premium options, cash‑value growth, tax‑advantaged strategies, and long‑term financial protection.
- Present customized insurance plans with clarity and transparency, ensuring clients fully understand benefits, riders, and long‑term value.
- Maintain active licenses across six states, ensuring compliance with all Department of Insurance regulations, continuing education requirements, and ethical standards.
- Deliver exceptional customer service through ongoing policy reviews, beneficiary updates, claims support, and long‑term relationship management.
- Assist clients with underwriting requirements, medical questionnaires, application submissions, and carrier communications to ensure smooth approvals.
- Manage a diverse pipeline of leads, appointments, follow‑ups, and policy renewals with strong organizational and CRM skills.
- Build trust‑based relationships with clients through empathy, professionalism, and a commitment to long‑term financial security.
- Stay current on industry trends, product updates, carrier guidelines, and regulatory changes to provide accurate, compliant guidance.
- Collaborate with carriers, underwriters, and support teams to resolve issues, expedite approvals, and deliver seamless client experiences.
- Provide post‑issue support including policy delivery, premium explanations, coverage adjustments, and annual financial check‑ins.
- Utilize advanced sales strategies to communicate the value of living benefits, accelerated death benefits, cash‑value accumulation, and retirement‑income planning.
- Maintain strict confidentiality and compliance with HIPAA, state insurance laws, and ethical sales practices.
- Achieve consistent production through disciplined prospecting, relationship building, and client‑centered service.
HUMAN SERVICES TECHNICIAN, II
3 Years 9 Months- Conducted structured interviews with applicants and recipients to obtain, verify, and evaluate financial, household, and personal information required to determine eligibility for public assistance programs.
- Reviewed, collected, and processed required documentation, ensuring accuracy, completeness, and compliance with program regulations.
- Determined initial and ongoing eligibility for multiple public‑assistance programs, applying complex rules and regulatory guidelines.
- Prepared and updated case files, benefit authorizations, and modification documents for continued or adjusted
Small Business Owner
29 Years 9 Months- Directed end‑to‑end operations of a full legal support services firm, including process serving, court filings, small claims assistance, judgment enforcement, and investigative fieldwork.
- Managed 12 independent contractors and 10 employees, including hiring, onboarding, training, scheduling, performance oversight, and compliance with state service‑of‑process regulations.
- Oversaw public relations, client communications, and business development, maintaining strong relationships with attorneys, law firms, property managers, and private clients.
- Executed wage garnishments, bank levies, debtor examinations, and post‑judgment recovery actions, ensuring strict adherence to California Code of Civil Procedure.
- Prepared, reviewed, and filed court pleadings, declarations, proofs of service, small claims documents, unlawful detainer filings, and enforcement paperwork with superior courts and small claims courts.
- Conducted surveillance, field investigations, skip tracing, and stake‑outs to locate individuals for service of process or judgment enforcement.
- Performed eviction support services, including notice preparation, posting, coordination with law enforcement, and follow‑through on lockouts.
- Served legal documents including summons, complaints, subpoenas, restraining orders, writs, notices, and post‑judgment orders with accuracy and legal compliance.
- Acted as Assignee of Record for judgment enforcement matters, managing the full lifecycle of recovery efforts.
- Maintained meticulous case documentation, service logs, affidavits, and chain‑of‑custody records for legal defensibility.
- Managed accounting, invoicing, payroll, budgeting, and financial reporting, ensuring profitability and operational efficiency.
- Developed and executed marketing strategies, including branding, outreach campaigns, and community engagement to expand client base.
- Ensured compliance with all state and county regulations governing process servers, legal document assistants, and judgment enforcement activities.
- Implemented workflow systems to streamline routing, service attempts, court deadlines, and client updates.
- Provided expert guidance to clients on small claims procedures, filing requirements, and judgment recovery options.
Education
No Degree - COUT REPORTING
No Degree - LEGAL & CHILD DEVELOPMENT
No Degree - HUMAN SERVICES (ONE CLASS AWAY FROM CERTIFICATE)
GED
LEGAL CLERICAL - LEGAL STUDIES
Skills
Human Services & County Operations: Case Management • Eligibility Determination • Crisis Intervention • Trauma‑Informed Support • Intake & Needs Assessment • Mandated Reporting • Multi‑Agency Coordination • Public Assistance Programs (CalWORKs
CalFresh
General Assistance & Medi‑Cal) • Confidential Records Handling • High‑Volume Case Prioritization • Policy Interpretation & Implementation
Legal & Administrative Expertise: Legal Document Preparation • Court Filing & Procedure Navigation • Deadline‑Driven Workflow • Compliance Auditing • Quality Assurance • Records Retention Standards • Professional Correspondence • Report Writing • High‑Stakes Problem Resolution
Insurance & Financial Protection: Life & Health Insurance Expertise • Multi‑State Licensing • Risk Assessment • Needs Analysis • Benefits Explanation • Underwriting Coordination • Client Education • Long‑Term Relationship Management • Ethical Sales Practices • Suitability & Regulatory Compliance
Leadership & Business Operations: Small Business Ownership • Operations Management • SOP Development • Contract & Vendor Management • Budget Oversight • Resource Allocation • Staff Training & Mentorship • Client Retention Strategy • Community Partnership Building
Technical & Analytical Skills: Case Management Systems • Eligibility Platforms • CRM & Insurance Software • Data Verification • Digital Filing Systems • Workflow Optimization Tools • Microsoft Office Suite • Research & Documentation • Error Reduction & Quality Control
Interpersonal & Professional Strengths: High Emotional Intelligence • Conflict Resolution • De‑Escalation • Cultural Competency • Ethical Judgment • Exceptional Attention to Detail • Strong Multitasking • Compassionate Client Support • Clear
Professional Communication
Accomplishments
- Successfully owned and operated a full‑service attorney support and process‑serving business for 30 years (1991–2021), managing employees and 1099 contractors, overseeing field operations, and maintaining long‑term client relationships with law firms, corporations, and government agencies.
- Held California Department of Corporations and CAL/OSHA contracts, demonstrating exceptional compliance, operational integrity, and the ability to meet strict state regulatory standards.
- Certified Process Server in Sonoma and Riverside Counties, completing high‑volume, time‑sensitive legal service assignments with accuracy, professionalism, and strict adherence to statutory requirements.
- Notary Public for over 25 years, trusted to handle sensitive legal, financial, and personal documents with precision, confidentiality, and impeccable ethical standards.
- Human Services Technician II for the County of Kern, providing case management, eligibility determination, crisis support, and multi‑agency coordination for diverse and vulnerable populations.
- Licensed Life & Health Insurance Agent in six states, delivering expert guidance in financial protection, risk assessment, and long‑term client planning across multiple product lines including mortgage protection, final expense, term, whole life, and IULs.
- Elected Board Member of the Kern River Valley Chamber of Commerce, recognized for strong community leadership, civic engagement, and dedication to local economic and social development.
- Active community volunteer and advocate for animal welfare, coordinating an annual Kern River Valley Pet Adoption Extravaganza to promote shelter‑animal awareness, responsible pet ownership, and compassion for animals throughout the community.
- Demonstrated leadership in business operations, including staff supervision, workflow development, budgeting, compliance oversight, and customer service excellence.
- Proven ability to work independently and collaboratively, consistently delivering high‑quality results in fast‑paced, high‑pressure, and confidential environments.
- Known for exceptional reliability, professionalism, and integrity, with a long track record of managing sensitive information, complex cases, and high‑stakes responsibilities.
- Strong communicator and relationship builder, trusted by clients, colleagues, attorneys, county staff, and community partners for clarity, compassion, and follow‑through.
Interests
Helping people and uplifting my community through service
advocacy
and meaningful connection
Animal welfare and rescue
with a deep
lifelong love for dogs and all living creatures
Volunteering to support humanity and animals
especially through hands‑on work and community events
Nature
mountain living
and outdoor exploration
including hiking and enjoying the beauty of the Kern River Valley
Spending quality time with family and creating memories with my seven beloved dogs
Promoting compassion
kindness
and responsible pet ownership throughout the community
Organizing and supporting local events that strengthen community bonds and improve quality of life
Living life with gratitude
joy
and purpose
and inspiring others to do the same
Timeline
LIFE & HEALTH INSURANCE BROKER, NPN # 22098787
LEGACY BY DESIGN LIFE AND HEALTH INSURANCE SERVICES
01.2026 - CurrentRead More
HUMAN SERVICES TECHNICIAN, II
KERN COUNTY DEPARTMENT OF HUMAN SERVICES
06.2022 - 03.2026Read More
Small Business Owner
EXCALIBUR ATTORNEY SERVICE & SMALL CLAIMS ASSISTANCE
09.1991 - 06.2021Read More
SOUTH COAST COLLEGE
No Degree from COUT REPORTING
Read More
RIVERSIDE CITY COMMUNITY COLLEGE
No Degree from LEGAL & CHILD DEVELOPMENT
Read More
Cerro Coso Community College
No Degree from HUMAN SERVICES (ONE CLASS AWAY FROM CERTIFICATE)
Read More
Santa Rosa Junior College
GED
Read More
EMPIRE SCHOOL OF LAW
LEGAL CLERICAL from LEGAL STUDIES
Read More