Open to opportunities

Melissa Ferry

@melissaferry

Message

I audit sensitive records, strengthen compliance workflows, and maintain accurate data across regulated systems.

United States

Message

What I'm looking for

I'm looking for a role where I can audit sensitive data, strengthen compliance and quality-control processes, improve workflows, and help teams maintain accurate, reliable records.

I've spent nearly 20 years auditing sensitive medical, financial, legal, and corporate records to prevent errors and maintain compliance.

At Blue Herring LLC, I review medical histories, application files, and policy changes against carrier criteria while maintaining clean client data in Dynamics 365 CRM. I also designed Adobe intake forms and mapped workflows to reduce missing information and speed processing.

Previously, I audited complex documentation for major insurance carriers at Crump Life Insurance Services, trained teams on compliance workflows, and earned Employee of the Quarter recognition. My experience also includes financial expense auditing at The Hershey Company, legal-file auditing, billing implementation, order administration, and executive reporting.

Experience

Work history, roles, and key accomplishments

Customer Success Manager

Blue Herring LLC

Jan 2024 - Dec 2026 (2 years 11 months)

Evaluated client medical histories and policy changes against carrier compliance criteria, administered database quality control in Dynamics 365 CRM, and designed structured intake forms to streamline processing.

Policy Compliance Database Administration Dynamics 365 CRM Process Mapping