Morgan Jorgensen

Oversaw document management through OneDrive.

Enhanced productivity by efficiently categorizing and prioritizing emails.

Oversaw case management within mycase.

• Managed filing system, entered data and completed other clerical tasks.
• Completed administrative tasks by performing business correspondence, transcription and data entry.
• Managed phone and email correspondence and handled incoming and outgoing mail and faxes.

• Customer service, billing, payments
• Handled booking, bank deposits and other administrative tasks.
• Writing new insurance plans for customers
• Responded to customer inquiries and issues, maintaining sound sales practices.
• Explained different options to prospective clients and recommended suitable insurance policies.
• Worked with underwriters to improve and adapt policies.
• Maintained partnerships with insurance company representatives and underwriters.
• Responded promptly to all underwriting requests.

• Maintained accurate schedule with regular updates to add business, family and personal plans.
• Managed email, mail and text message communications for personal and business use.
• Organized outgoing mail with courier services.
• Handled numerous emails and phone calls, identifying priority communications with little oversight.
• Answered and directed phone calls to appropriate parties.
• Set meeting and appointment reminders for employer.
• Conducted scheduling for conferences, meetings and other events.

• Collaborated with team members, school personnel and family members to develop individual plans of care for students.
• Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
• Carried out day-day-day duties accurately and efficiently.