Valerie Morton

• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Restocked supplies and placed purchase orders to maintain adequate stock levels.
• Executed record filing system to improve document organization and management.
• Scheduled office meetings and client appointments for staff teams.

Interviewed prospective Medicare Supplement Clients for Medicare Supplement Policies.

• Gathered data and insights from participants during telephone interviews.
• Documented records of call information.
• Administered phone interviews to prospective Medicare Supplement Clients.