Michaela Werner Email & Phone Number

Lancaster, Pennsylvania, United States

• Quickly and effectively understand client needs to monitor and route client communication from a shared inbox • Respond promptly to client inquiries via email, striving to maintain a 24-hour response time• Ensure Compliance Analysts are supported in their communications to clients and government agencies• Create and organize client files to ensure accuracy and validity of information• Perform audits to confirm receipt of required client information to assist with timeliness of filings and communicate outstanding items to the client

• Assessed the financial needs and goals of prospective clients • Collaborated with mentors to develop financial planning recommendations and strategies for prospective clients• Built and maintained own book of business through high activity, including prospecting• Recorded daily activities including dialing, meetings kept, and introductions• Developed product and industry knowledge through exposure to wealth management advisors, client meetings, and joint work• Fostered communication skills, language mastery, and sales knowledge through participation in ongoing training

• Performed complete and accurate patient registration for walk-in or scheduled appointments • Supported Point of Service Collections and performed all necessary functions needed to collect patient obligations • Disseminated or discussed information with patients regarding co-pays, out of pocket expenses, pre-appointment preparation, arrival times, etc. • Performed required referral/authorization processes and electronic and manual verification of insurance coverage • Scanned all necessary documents into appropriate medical record and completed documentation for compliance and regulatory needs • Screened and accurately relayed messages using protocols established for emergent, urgent and non-urgent calls • Completed assigned patient scheduling and registration work queues and resolved work queue issues and missing registration items via EPIC, the electronic medical record software

• Performed venipuncture and capillary specimen collection in an ambulatory setting • Validated patient identity, ensured specimen integrity, and maintained a working knowledge of specimen requirements and all clinical protocols • Documented all stages of specimen collection in required computer systems including investigating and processing orders, receiving specimens, canceling tests, running collection lists, and producing and using reconciliation reports • Displayed excellent customer service skills and treated patients professionally • Completed cleaning tasks according to regulatory standards • Performed maintenance and/or inventory of equipment and supplies according to unit/department standards

• Managed a sales team that continued to exceed sales and credit goals • Communicated effectively and professionally to customers and effectively resolved conflict • Photographed product to provide content for the store’s social media accounts • Demonstrated creative visual merchandising skills by arranging floor sets and window displays in accordance with the company’s marketing goals • Organized community outreach events to promote sales and connect with target publics • Developed fundraising ideas for the company’s charitable initiatives

Bachelor Of Arts - Ba, Economics

Activities and Societies: Economics Society, Marauder Fund

Associate Of Arts - Aa, Social Sciences

Activities and Societies: Phi Theta Kappa Honor Society, Student Government Association

Diploma, Phlebotomy Technician