Sheri Morgan
Lansdale,PA
Summary
My objective is to leverage the knowledge and insights I have gained through my career and formal education to continue evolving both personally and professionally. I aspire to contribute to a dynamic environment where I can inspire others, drive meaningful learning initiatives, and support learners in achieving their fullest potential.
Overview
22
22
years of professional experience
Work History
R&D Programmer III/R&D Training & Development Sr. Manager
Teva Pharmaceuticals
06.2022 - Current
- Employs ADDIE and Kirkpatrick methodologies to design training solutions for organizational needs.
- Plans and executes complex client training programs like Good Clinical Practice Refresher Training and Veeva Vault MedComms.
- Designs and maintains advanced training programs using Articulate 360, Adobe Creative Suite, Vyond, and Microsoft 365 tools.
- Utilizes project management skills to deliver training objectives on schedule.
- Identifies root causes and proposes solutions to improve metric gathering and reporting effectiveness.
- Handles LMS technical requests, curricula management, and project triage efficiently.
Compliance Training Manager
Quest Diagnostics
08.2021 - 06.2022
- Applied ADDIE and Kirkpatrick methodologies to design and develop training solutions for organizational needs.
- Created and maintained advanced training programs using Articulate 360, Adobe Creative Suite, Snag-it, Vyond, Microsoft 365, and Adobe Audition.
- Supported reporting, transcript reconciliation, curriculum development, and learning assignments in LMS.
- Managed team to ensure timely execution of training and communication objectives.
- Identified root causes and developed solutions to enhance metric gathering for improved reporting.
- Collaborated with management, team members, and subject matter experts to acquire resources and address complex issues.
Compliance Training Specialist
Quest Diagnostics
07.2020 - 08.2021
- Utilized ADDIE and Kirkpatrick methodologies to design training solutions for organizational needs.
- Developed and maintained advanced training programs including compliance modules and orientations using Articulate 360, Adobe Creative Suite, Vyond, and Microsoft Stream.
- Assisted regions with Empower reporting, transcript reconciliation, and learning assignments.
- Established digital workspaces for Compliance department, migrating data to a new platform and training staff. Created support forms and tracking systems to enhance departmental efficiency.
- Managed multiple projects concurrently while consistently meeting expectations.
- Collected feedback via Microsoft Forms to adapt to organizational requirements.
Medicare Telesales Learning Consultant
Aetna
08.2018 - 07.2020
- Established and managed Aetna Learning Center, web server, and video platform for advanced training development.
- Created infrastructure and policies for new Broker Communication/Learning Performance organization under Individual Medicare Sales.
- Employed ADDIE and Kirkpatrick Level methodologies to design training solutions, reducing costs and enhancing learner retention.
- Led and consulted on learning programs and communications for employees of three external vendors.
- Collaborated with vendors to streamline new hire training, achieving $350K cost savings in 2019 (18.6% reduction from 2018).
- Defined metrics and reporting methods for measuring return on investment.
- Designed and maintained innovative training programs using Articulate Storyline 3, Adobe Creative Suite, Snag-it, Captivate, WebEx, Brainshark, Kahoot!, and Vyond.
- Interfaced with management and subject matter experts to resolve issues and secure resources.
Instructional Designer/Developer
Aetna
05.2014 - 08.2018
- Used knowledge of ADDIE and Kirkpatrick Level instructional methodologies to identify, design, and develop training solutions that will meet the needs of clients
- ABX Yellow Belt certification achieved
- Aetna Writer certification (plain language) achieved
- Considered external factors that affect the client’s implantation of training initiatives, such as time constraints and budgetary concerns
- Used Articulate Storyline 2, Adobe Creative Suite (including Premiere Pro and Photoshop), Snag-it, Captivate, WebEx video streaming, Vyond/Go Animate and Audition extensively to design and develop state-of-the-art training programs
- Communicated effectively with several layers of management/clients and subject matter experts to secure resources and content
- Consistently met all deadlines and managed multiple projects effectively
- Advanced administrative user of WebEx, QuickBase and LMS
Overpayment and Recovery Analyst
Aetna
01.2012 - 05.2014
- Turned Data into information
- Developed root cause resolution initiatives
- Found overpayment issue that saved the company 1.4 million dollars
- Communicated effectively with several layers of management
- Met all deadlines and managed workload effectively
- Worked on both HMO and Traditional project initiatives
Claims Benefit Specialist
Aetna
12.2007 - 01.2012
- Processed claims for Aetna Healthcare products.
- Completed 15-week training in claims processing.
- Utilized various software for research and adjudication.
- Participated in training programs to enhance knowledge.
- Mentored team members as assistant to Team Leader.
- Provided call center support and handled extra projects.
- Guided customer service reps on benefits and systems.
Trainer
Aetna
08.2005 - 12.2007
- Trained multiple 11-week courses in healthcare law, theory, and systems for new hire customer service representatives.
- Nominated for Silver “Aetna Way” Award for project contributions.
- Completed high-profile projects alongside training duties, including first Consumer Centric technology-based training and standard ASD conversion agenda creation.
- Conducted material refresher training for existing employees on AST and MEA system.
- Achieved Linc Level 2 and LMS Administrator certification.
- Attained certifications in ILinc, PicTel, SharePoint, and QuickBase.
- Performed administrative and human resource duties to prepare classes including scheduling, document retention, and curriculum development using Microsoft Office products; familiar with CMS report generation.
- Enhanced knowledge base to deliver effective trainings through proper understanding of administration and theory.
- Trained existing employees on new processes using strong interpersonal skills to ease resistance to technology changes.
- Collaborated with management at all levels to enhance training processes through constructive feedback.
Customer Service Representative
Aetna
11.2003 - 08.2005
- Achieved two merit-based pay increases and high-quality standards
- Well-versed in traditional healthcare systems and products
- Transferred to high profile account early in career
- Achieved outstanding call of the month
- Recognized as Employee of the Month- February 2005
- Worked on projects for unit, including error trend and correspondence coordination
- Awarded ASD Site Champion and Unit Technical Wizard designation
- Cross-trained on the HMO suite of systems and products
Education
Bachelor of Science - Instructional Design and Technology
Walden University
05.2013
Bachelor of Science - Business (Healthcare Administration concentration)
Charter Oak State College
11.2007
Associate - Business Administration
Montgomery County Community College
08.2003
Skills
- Project management
- Instructional materials development
- Multimedia production
- E-learning design
- ADDIE and Agile development methodologies
- Microsoft 365
- Adobe Creative Cloud
- Instructional strategies
- Storyboarding
- Training program development
- Vyond
- Articulate storyline
Timeline
R&D Programmer III/R&D Training & Development Sr. Manager
Teva Pharmaceuticals
06.2022 - Current
Compliance Training Manager
Quest Diagnostics
08.2021 - 06.2022
Compliance Training Specialist
Quest Diagnostics
07.2020 - 08.2021
Medicare Telesales Learning Consultant
Aetna
08.2018 - 07.2020
Instructional Designer/Developer
Aetna
05.2014 - 08.2018
Overpayment and Recovery Analyst
Aetna
01.2012 - 05.2014
Claims Benefit Specialist
Aetna
12.2007 - 01.2012
Trainer
Aetna
08.2005 - 12.2007
Customer Service Representative
Aetna
11.2003 - 08.2005
Bachelor of Science - Business (Healthcare Administration concentration)
Charter Oak State College
Associate - Business Administration
Montgomery County Community College
Bachelor of Science - Instructional Design and Technology
Walden University
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