Open to opportunities

Wendy Gill

@wendygill

Message

Administrative and client service professional transitioning into insurance with a focus on accuracy and care.

Canada

Message

What I'm looking for

I’m seeking to transition into the insurance industry and pursue Alberta insurance licensing, using my client service strengths, confidential records experience, and ability to communicate policy information clearly and compassionately.

I’m an administrative and client service professional with over 20 years of experience in financial services, post-secondary administration, confidential client support, and customer relations. I’m known for professionalism, accuracy, discretion, and for communicating complex information clearly and compassionately.

Throughout my roles, I’ve supported clients with account-related inquiries, payment processing and reconciliation, and confidential records management. I also bring travel insurance exposure from advising clients on coverage options and policy considerations, while managing client requests, deadlines, and sensitive information.

Now, I’m seeking to transition into the insurance industry and pursue Alberta insurance licensing—bringing strong customer service, policy and procedure interpretation, and conflict-resolution skills to help people make informed decisions with confidence.

Experience

Work history, roles, and key accomplishments

Reception / Administration

Vermilion River Law

Jan 2019 - Jan 2021 (2 years)

Answered and directed client calls and provided front-line customer service with strict confidentiality. Processed client payments and invoices, handled cash balancing and bank deposits, and supported office administration including scheduling and filing.

Customer Service Client Relationship Management Payment Processing Cash Handling Invoicing Deposits Scheduling Office Administration

Administrative Assistant Student Services

Lakeland College

Jan 1996 - Jan 2016 (20 years)

Provided leadership and coordination for front-line student services operations and communicated complex policies, procedures, and financial information to students and families. Processed student loan and payment transactions, managed confidentiality for sensitive matters, and supported budgeting, expense tracking, reporting, and administrative coordination.

Customer Service Client Relationship Management Financial Services Budgeting Expense Reporting Financial Reporting Scheduling Event Coordination Administrative Coordination

Travel Advisor

The Travel Agent Next Door

Jan 2017 - Present (9 years 6 months)

Assisted clients with travel planning and travel insurance options, explaining policy considerations. Managed confidential client information and coordinated multiple requests and deadlines while processing payments.

Travel Insurance Client Relationship Management Customer Service Payment Processing Scheduling