Wendy Hillman

Experience

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  Lowella Esperanza, M.D.

  Sept 1995 - Sept 1996

  Office Manager

  • All clerical, business office and managerial aspects of a 40-50 patient per day, 1 person office.• Answering of all phones.• Scheduling all patient appointments.• Verification of all patient insurance and obtaining HMO referrals.• Patient check-in and check-out.• Data entry of all patient information.• Charge and payment applications in computer system.• Daily balancing and deposits.• Mail distribution.• Filing and updating of medical records.• CPT and ICD-9 coding• Transcription of physician notes and letters Show less

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  Quality Assured Notary Services

  Apr 1996 - now

  Notary Public
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  Medical Services Diversified

  Oct 1996 - May 1997

  Authorizations Agent

  • Verification of patient insurance with insurance companies nationwide• Review of HCFA 1500 claim forms • Initialization of patient charts• Data entry• Insurance collections

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  Tesinc

  May 1997 - Dec 1997

  Administrative Assistant

  • Process new hire information• Maintain all employee files, arranged for drug tests and did background check verification• Typing of all memos and letters for Division Manager.• Routing of all incoming telephone calls and daily mail distribution.• Complete planning and organization of annual Managers' meeting• Making all travel arrangements for managers

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  Ajilon Consulting

  Jan 1998 - Nov 2004

  District Administrator

  • First link of communication with all employees and staff.• Conduct employee orientation for all new employees which included training of timesheet and online employee system, explanation of all employee benefits, explanation of company policies and explanation of ISO 9001 policies.• Collect and approve timesheets for all Tampa consultants.• Routing of all incoming telephone calls and daily mail distribution• Prepared office and files for annual ISO 9001 audits.• Maintain all employee files, arranged for drug tests and did background check verification• All accounts receivable, which was bonus-based, including invoicing of all clients and collections of unpaid invoices and local accounts payable.• Planning and organization of annual employee lunches• Making all travel arrangements for all employees.• Supervision and coordination of all staff managers• Setting up relationships with administrators and supervisors at all client locations.• Typing of rèsumés for recruiters.• Distribution and maintenance of all office supplies.• Main link of communication with corporate office in Maryland.• Attended administrator training annually at corporate office in Maryland. Show less

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  From One Diva To Another

  Dec 2004 - Feb 2016

  Owner

  • Design and make custom jewelry for customers.• Perform sewing alterations of garments.• Intermediate level seamstress of clothing and costumes.• Rhinestone embellishment of clothing and costumes• Treasurer of Phillip Shore Elementary PTA 2004 – 2005• Treasurer for the Brandon School of Dance Arts Booster Club 2007 – 2008 and 2008 – 2009• Chairperson of the Brandon School of Dance Arts Encore! Banquet 2008, 2009 and 2010• Fundraising chair for annual Brandon School of Dance Arts Encore! Holiday 50/50 Raffle• Stay-at-home, homeschool mother of two Show less

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  U.S. Department of Commerce, U.S. Census Bureau

  Apr 2010 - May 2010

  Enumerator

  • Planned work by reviewing assignment area to determine organization of neighborhoods and locate households for conducting interviews.• Conducted interviews with residents in assigned areas by following stringent guidelines and confidentiality laws. Explained the purpose of the census interview, answered residents' questions, elicited information following a script and recorded census data on forms.• Assessed quality control levels on selected addresses, determined which samples passed or failed and maintained records for quality control verification.• Complied with accuracy standards while maintaining high production rates.• Maintained records of hours worked, units produced, miles driven, quality control results and expenses incurred in the performance of duties.• Met daily with supervisor to review and submit work and receive additional instructions. Show less

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  Emergency Pest Patrol

  Oct 2011 - Jan 2018

  Administrative Manager

  • Managing office personnel and day-to-day office operations• Payroll and commission calculation and processing• Data entry of customer invoices and payments• Data entry of all commercial customer invoices and billing• Establishing and maintaining relationships with vendors and property managers• Monthly calculation and payment of State Sales and Use Tax• Quarterly calculation and payment of State RT-6• Quarterly calculation and payment of IRS forms 940 and 941• Payment of all monthly bills• Scheduling appointments for owner• Email correspondence• Daily reminder and confirmation calls• Customer and technician scheduling• Routing of incoming telephone calls• Filing• Collections• Printing and mailing of customer statements• Purchasing of all office supplies Show less

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  Universal Fuel Services

  May 2018 - May 2020

  Office Manager

  • Establishing and maintaining relationships with vendors• Answer all phone calls• Manage office and technicians and troubleshoot issues when owner out of town every 3 weeks• Make and manage schedule for technicians• Invoicing and accounts receivable• Prepared timesheets for technicians and collected when complete• Prepare and ship fuel samples• Ordered and managed office supplies• Created inventory spreadsheet for technicians• Schedule third party vendors for jobs• Updated Employee Manual• Created Harassment Policy• Updated technician training manual• Cleaned office once a week Show less

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  GetHealth-e

  May 2020 - Jan 2022

  • Take inbound calls and make outbound calls to prospects to enroll in insurance plans.• Explain the benefits and features of the various healthcare plans available while building rapport.• Remain proficient at conducting a full needs analysis while actively listening to the consumer and educating them on plan options.• Qualify, educate and enroll individuals into healthcare plans that meet their needs.• Enroll clients based on compliance and training requirements to sell appropriate products• Help clients with questions regarding health insurance• Navigate through multiple system applications to fulfill consumer requests, research inquiries and update consumer information.• Close sales and underwrite policies for clients, completing applications accurately.• Fully understand, abide by and stay current with all Center for Medicare and Medicaid Services (CMS) rules and regulations as they pertain to duties assigned• Work with internal supervisors, managers, training staff, and customer service representatives• Successfully meet daily/weekly/monthly sales goals Show less • Liaison between company and its current and potential customers.• Provide excellent customer service.• Manage large amounts of inbound calls in a timely manner.• Follow communication “scripts” when handling different topics.• Work with softphone software (Five9), track sales using Excel and create leads in CRM.• Be informed of and practice all Center for Medicare and Medicaid rules and regulations as it relates to my role.• Accept ownership for effectively solving customer issues, complaints and inquiries, keeping customer satisfaction at the core of every decision and behavior.• Competent at answering and addressing consumer’s questions and concerns in an easy-to-understand manner.• Identify customers’ needs, clarify information, research every issue and provide solutions and/or alternatives.• Build sustainable relationships and engage customers by taking the extra mile.• Keep records of all conversations in our call center database in a comprehensible way. Show less

  • Licensed Medicare Insurance Agent

    May 2021 - Jan 2022

  • Tier 1 Transfer Representative

    May 2020 - May 2021
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  Assurance IQ

  Mar 2023 - Sept 2023

  Licensed Medicare Specialist

  • Take inbound calls and make outbound calls to prospects to enroll in insurance plans.• Explain the benefits and features of the various healthcare plans available while building rapport.• Remain proficient at conducting a full needs analysis while actively listening to the consumer and educating them on plan options.• Qualify, educate and enroll individuals into healthcare plans that meet their needs.• Enroll clients based on compliance and training requirements to sell appropriate products.• Help clients with questions regarding health insurance.• Navigate through multiple system applications to fulfill consumer requests, research inquiries and update consumer information.• Close sales and underwrite policies for clients, completing applications accurately.• Fully understand, abide by and stay current with all Center for Medicare and Medicaid Services (CMS) rules and regulations as they pertain to duties assigned.• Work with internal supervisors, managers, training staff, and customer service representatives.• Successfully meet daily/weekly/monthly sales goals. Show less

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  Retirement and Insurance Services of Florida

  Aug 2023 - Jan 2025

  Business Support Specialist, Licensed Health Agent & Notary Public

  • Greet clients/potential clients as they come into the office and notify producer of their arrival.• Answer phone calls as needed.• Creating master calendar and clusters with Seminar Planning Coordinator from our upline.• Communication with Mail House regarding mailers and initial seminar confirmations.• Scheduling seminars for our safe money retirement workshops.• Restaurant research and contracting (Room minimum/menu) • Communicate with Event Coordinator at seminar venue with updates, schedules, headcounts, etc.• Preparing seminar materials (folders, workbooks, paperwork, spreadsheets, etc.)• Seminar confirmation and reminder calls/texts.• Entering seminar appointments in the calendar.• Data entry of all seminar respondent’s information into CRM.• Get waitlist people in for seminars, as needed.• Attend Seminars/Events including Set Up/Clean Up.• Set appointments at seminar with attendees and their guests.• Set calls for people that can’t make appointments immediately.• Appointment reminder calls and texts.• Complete data entry of all datasheets filled out by attendees and guests in CRM then scan and upload to OneDrive.• Make first appointment folders.• Swag Bags/Merchandise and office supply ordering.• Fill in Appointment Tracking Spreadsheet and Seminar/Appointments Stats Spreadsheet for upline.• Add CopyTalk notes in CRM and any activities asked for.• Confirmation texts/calls to all appointments.• Make sure client files are prepared and ready for the day/next day.• Utilized cloud-based software for document management, email correspondence and project tracking.• Explain the benefits and features of the various healthcare plans available while building rapport. • Remain proficient at conducting a full needs analysis while actively listening to the consumer and educating them on plan options. • Qualify, educate and enroll individuals into healthcare plans that meet their needs. • Help clients with questions regarding health insurance. Show less