Summary
Overview
Work History
Education
Skills
Certification
Core Competencies
Licensure
Timeline
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Teri Morton

Rome,WI

Summary

Strategic and results-driven healthcare executive with over 20 years of experience leading innovation, operations, and business development in pharmacy benefit management (PBM). Proven ability to drive profitability, optimize workflows, and implement scalable solutions across digital and voice channels. Adept at cross-functional leadership, data-driven strategy, and delivering measurable impact in complex healthcare environments.

Overview

31
31
years of professional experience
1
1
Certification

Work History

Senior Advisor, Mail Operations Strategy

CVS/Caremark
01.2021 - Current
  • Currently serving as Mail Business GM for MX Strategy roadmap initiatives driving improved member experience call reduction (digital, communication, and customer care enhancements)
  • Current business owner for a new client opportunity that will increase mail volume and bring $22M/year in revenue
  • Currently leading lean six sigma training and managing a team of lean six sigma green belts to drive continuous process improvements in front end Mail operations
  • Led process improvement initiatives within front end Mail operations to improve efficiencies and quality which included increasing our ERX auto-translation rate by 21%

Senior Advisor, Strategy & Innovation

CVS/Caremark
01.2015 - 01.2020
    • Led strategic initiatives under the ELEVATE Care program, reducing 700K calls and saving $5.8M through self-service enrollment campaigns.
    • Co-led IVR optimization roadmap, achieving 80K call reduction and $650K in savings within 6 months.
    • Spearheaded the PBM Intelligent Agent proof of concept with KPMG, laying the foundation for an omnichannel self-service strategy.
    • Developed business cases and root cause analyses to inform long-term PBM strategic roadmaps.

Supervisor & Pharmacist-in-Charge, Clinical Care Services / Mail Operations

CVS/Caremark
01.2006 - 01.2015
  • Supervised pharmacy and call center teams, managing workflow and compliance as PIC.
  • Redesigned the Alleged Medical Error process, reducing offline workload by 75%.
  • Partnered with Specialty to streamline HIV/Transplant med transfers, minimizing call volume.
  • Business owner for Patient Centric Labeling project.

Prescription Verification Pharmacist

BioScrip PBM
01.2004 - 01.2006

Staff Pharmacist

Kroger Corporation
01.2001 - 01.2004

Pharmacy Manager / Staff Pharmacist

01.1995 - 01.2001

Education

B.S. - Pharmacy

Ohio Northern University
Ada, OH
08.1995

Skills

  • Organizational development
  • Relationship building and management
  • Data analytics
  • Analytical thinking
  • Strategic planning
  • Problem-solving
  • Process analysis

Certification

  • Lean Six Sigma Black Belt (2024)


Core Competencies

  • Strategic Planning & Execution
  • Mail Pharmacy Operations
  • Business Development & Profitability
  • Process Improvement (Six Sigma)
  • Cross-Functional Leadership
  • Digital Transformation
  • Call Center Optimization
  • Regulatory Compliance
  • Project & Change Management

Licensure

Wisconsin (2021 to present)

Arizona (2005 to present)

Ohio (1996 to present)

Timeline

Senior Advisor, Mail Operations Strategy

CVS/Caremark
01.2021 - Current

Senior Advisor, Strategy & Innovation

CVS/Caremark
01.2015 - 01.2020

Supervisor & Pharmacist-in-Charge, Clinical Care Services / Mail Operations

CVS/Caremark
01.2006 - 01.2015

Prescription Verification Pharmacist

BioScrip PBM
01.2004 - 01.2006

Staff Pharmacist

Kroger Corporation
01.2001 - 01.2004

Pharmacy Manager / Staff Pharmacist

01.1995 - 01.2001

B.S. - Pharmacy

Ohio Northern University

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