Barbara Bay Email & Phone Number

New Berlin, Wi, Us

Brookfield Wi

Metro-Milwaukee Aurora Facilities

* Work at any Aurora location as needed* Search for records on Epic and older electronic health record systems* Order paper charts from Iron Mountain or other locations* Review all incoming requests for personal medical information for HIPAA compliance* Process compliant requests in a timely manner* Respond to audit requests

Watertown Regional Medical Center, Watertown Wi

* Review all incoming requests for personal medical information for HIPAA compliance* Process compliant requests in a timely manner* Respond to audit requests

Delafield, Wi

* December 2013 had highest average Gift Card sales in the state of Wisconsin.* Answer multi-line phone system, book and change appointments, process payments for appointments, answer questions in a busy office setting* Handle multiple tasks and timelines and prioritize competing interestsManaged front desk staff of 4-5 sales associates, including hiring, evaluating, training and disciplinary actions* Maintain regular communication with new and existing members* Handle “At Risk” members* Create new ways to thank and reward members* Primary point of contact for customer complaints in various industries* Book appointments using Millenium system, maximizing scheduling for therapists* Update and maintain accurate contact information in the Millenium system

Greater Milwaukee Area

Built strong and sustainable independent business under Shorewest umbrella through proactive networking efforts, including social network sites.• Within one–year, quadrupled sales to more than $2.6 million despite historically challenged economic environment, leading to speaker appointment for educating representatives on sales strategies.• Closed 30+% of leads generated by Internet business development team creating substantial return from website and advertising investment.• Performed market analysis to provide buyers with pertinent data focused on purchase pricing and guided clients through process from property selection through closing.• Optimized integrated marketing encompassing social media, blogging, traditional, and trade associations maximizing visibility within the market and industry.

Greater Milwaukee Area

Held full accountability as primary supervisory liaison between brokers and compliance department, assisting Branch Office personnel to understand regulatory requirements and company policies and procedures.• Integral in composing company policies and procedures working collaboratively with Compliance Department.• Performed research for regulatory inquiries and arbitrations as support to legal personnel.• Pivotal in transitioning compliance and supervisory activities during company restructuring from branch managers as primary contact with compliance department. Defined job descriptions / functions, and trained regional supervisor candidates to assume supervisory positions. Enabled branch managers to dedicated expertise on managing sales teams, and allowed regulatory supervisory functions to be handled by specialist groups. • Ensured NASD advertising compliance Reviewed and approved all marketing materials with the goal of maintaining the spirit of the marketing message and keeping in compliance with NASD advertising rules.• Selected to Chair Product Acceptance Committee, researching new products and writing policies and procedures. Also on Equity Risk Committee, reviewing margin and option activity for the firm.

Greater Milwaukee Area

• Rapidly and favorably positioned negotiations for contracts with outside insurance providers following divestiture of RW Baird from Northwestern Mutual, licensing NMIS in all 50 states, without interruption in commissions.• Steered sales and service of non–NML variable insurance policies into compliance during May 2003 SEC Books and Records Rule.

Greater Milwaukee Area

SEC Registered Investment Advisor and wholly owned subsidiary of Northwestern Mutual. Independently responsible for maintaining Form ADV and all state licenses.• Direct contact with SEC auditors during 2003 audit. Passed audit with two minor infractions related to Northwestern Mutual as a whole, none specific to NPA.

Challenged to compose policies and procedures, and educating independent Investment Advisors as Project team Leader.• Executed marketing collateral and correspondence quality strategies focused on proactively managing sales representatives. • Developed and compiled informational newsletter to guide sales representatives in regulatory compliance procedures and adherence.

Associate’S Degree, Health Information/Medical Records Technology/Technician

ICD-10 Diagnosis and Procedure Coding, CPT Coding, Informatics, Human Diseases, Microsoft Office, Medical Terminology, Advanced Access.

Mba, Business

Ba, Economics, English

Activities and Societies: Alpha Chi Omega, Vice President, Membership Assistant Semester in Europe - London, England and Florence, ItalyMy.