Wendy Millspaugh ***************@*****.***
Phoenix, AZ 85008 602-***-****
EDUCATION
Valencia Community College/University of Central Florida, Orlando, FL Aug 1993 – May 1997 Business / Marketing
PROFESSIONAL EXPERIENCE
Licensed Health/Life Insurance Advisor, USHealth Advisors, Phoenix, AZ May 2016 – Present
● Call potential clients to discuss their current insurance situation and determine their particular needs
● Establish relationships with potential clients and see if they qualify for our underwritten plan
● Submit client’s applications and obtain underwriting approval
● Analyze client's current insurance policies and suggest additions or changes
● Maintain current clients records and handle any incoming claims Legal/Administrative Assistant, Yoder & Langford, P.C., Phoenix, AZ Feb 2008 – Feb 2015
● Answered all incoming calls and monitored all emails
● Maintained master calendar and scheduled meetings, conference calls, and deadlines
● Prepared for all meetings and conference calls
● Created descriptions of time entries
● Set up monthly billing statements and execution of same Legal/Administrative Assistant, Yoder & Langford, P.C., Phoenix, AZ Jan 2005 – Aug 2006
(Same as above)
Customer Service Rep / Order Entry Lead, DBL Distributing, Scottsdale, AZ Oct 1998 – Sept 2001
● Answered multiple telephone lines and directed calls
● Completed general data entry and filing duties
● Worked closely with customers and fellow employees in mitigating problems
● Assisted customers with mis-ships, returns, credits, and shipment tracking
● Researched billing errors and created credit memos accordingly
● Communicated with sales representatives / management to avoid recurring errors
● Assisted e-commerce sales department during peak business times SKILLS
● Customer Service
● Communication
● Time Management
● Organizational Skills
● Detail Oriented
● Interpersonal Skills