Michele Terry

Account Manager @Woodruff Sawyer

San Diego County, CA, US
EMAILS
m•••••@woodruffsawyer.com
MOBILE NUMBERS
+13•••••••79

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WORK HISTORY

Mar 2022 — Present

Account Manager @Woodruff Sawyer

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Irvine, CA, US

Choosing the right broker for a business should be about relationships, service, and expertise. As a Benefits Account Manager with Woodruff Sawyer, I leverage my years of experience to help clients in the Employee Benefits Industry find the right combination of benefits solutions for their employees. As a trusted advisor, I pride myself on listening to the struggles my clients face, learning about their business, and guiding them to a cohesive solution. I thrive on discovering the unique needs of my clients and their employees, to figure out exactly what precise mix of offerings will help them recruit and retain the talent they need to succeed. But it doesn’t end there. You need someone to help you implement those solutions and monitor the results; someone you can collaborate with whenever you have questions, whether it’s about streamlining administrative processes or navigating open enrollment issues. Woodruff Sawyer provides insights you might not expect, like how to best share benefit costs with your employees and how to educate them on the plans you’re offering them. Maybe now you can see why Woodruff Sawyer’s customer-centric approach to the assessment process, benefits planning, customer advocacy, employee onboarding, and claims resolution is second to none. Some of the products and services we offer include: PPO, HDHP, and HMO Health Plans Health Savings Accounts Dental and Vision Care Life, Disability, and Voluntary Plans Wellness Plans Employee Communications International Benefits Retirement Planning HRIS and Tech Consulting In addition to employee benefits, we offer in-house services and expertise in Property & Casualty, Executive Liability, Cyber Liability, and Private Client Wealth Management. As your partner, Woodruff Sawyer is there with you for the long haul because after all, your success is our success. Specialties: Compliance | International Benefits | Retirement Plan Services | HR Consulting

EDUCATION

2000 — 2001

New York University

Completed 38 credits toward BFA, Dance degree at Tisch School of the Arts, Awarded Merit Scholarship, Dance

2001 — 2004

University of Arizona

B.A., Psychology, Communication, Sociology, Communication GPA: 4.0, Cumulative GPA: 3.83, Magna Cum Laude

ABOUT MICHELE TERRY

Detail-oriented with exceptional organization skills. 3 years experience in Client Success at a SaaS company working with global pharmaceutical clients, key opinion leaders, and patients/payers. Experience working in Life Sciences, Healthcare, Event Planning, Education, Curriculum Development, Public Speaking, and Program Development. Proficient in Google Workspace, Microsoft Office Suite, SmartSheet, Dropbox, Survey Monkey, Mac OS X, Zoom, WebEx, Gainsight, iMovie and Vimeo. Team-oriented, strategic thinker, and quick learner, with broad-based experience in: Account Management, Project Management, Customer Service, Team Leadership, and Event Planning and Management

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