Teresa Mason

About Teresa Mason

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.I am licensed to sell insurance in AL, AR, AZ, CA, DC, FL, MD, MI, NC, OH, PA, SC, TX, VA, WV Domiciled in MD, CA Insurance License Number 43•••86. Arkansas Producer Insurance License Number 19•••34

Experience

1. Financial Services Professional

   MassMutual

   Oct 2023 — Present · MD, US

   At MassMutual, I provide analysis of your current financial situation and help you identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, educate and identify gaps, and offer solutions to help fill them.With helping folks meet their long-term financial goals, I can also work with you to:Define your personal financial goalsDevelop a financial strategy that can help you achieve these goalsSuggest suitable products and solutions based on your needsImplement your strategy with products and services that help meet your needs.

Education

• Frederick Community College

  Associate of Arts (AA), Business Administration and Management, General

  2011

Skills

• Microsoft Office
• Leadership
• Sql
• Management
• Hipaa
• U.s. Health Insurance Portability and Accountability Act (Hipaa)
• Vendor Management
• Business Analysis
• Requirements Gathering
• Claim
• Data Analysis
• Health Insurance
• Managed Care
• Medicare
• Requirements Analysis
• Microsoft Sql Server
• Recruiting
• Analysis
• Sharepoint