Terri A.

About Terri A.

With over four years as a Benefits Account Manager at Scott Insurance, and 20 year in the benefits space, I provide comprehensive support by addressing client product and service needs, ensuring the accuracy of contracts and policies, and fostering strong relationships with carriers. My work focuses on preparing detailed market analyses, facilitating new business and renewal proposals, and overseeing group benefit plans, including medical, dental, and ancillary coverages. As a Certified Employee Benefit Specialist (CEBS), I am committed to delivering tailored and compliant benefit solutions while maintaining high levels of client satisfaction. My expertise includes medical, dental, and ancillary coverages, with a dedication to ensuring our clients receive exceptional service and optimal benefit offerings.

Experience

1. Benefits Account Manager

   Scott Insurance

   Jul 2021 — Present · Franklin, TN, US

   The Benefits Account Manager serves our clients by providing product and service information. The first point of contact for our clients when they need assistance resolving product and service concerns and service requests for new and renewal insurance accounts-Conduct market analysis before the anniversary date of all client’s coverages for both new and renewal business-Ensure all contracts/policies are accurate and current-Build and maintain positive carrier relationships-Market all lines of group including medical, dental, and ancillary-Prepare new business and renewal proposals-Prepare accurate spreadsheets and proposals for presentations-Assist in determining strategies for the marketing and placement of accounts.

Education

• Austin Peay State University

  BBA, Finance

  1993 — 1998

Skills

• Customer Service
• 403 B
• Leadership Development
• New Hire Orientations
• Open Enrollment
• Erisa
• 401k
• Performance Management
• Fmla
• Program Management
• Disability Insurance
• Microsoft Office
• Benefits Administration
• Applicant Tracking Systems
• Human Resources
• Retirement
• Retirement Planning
• Peoplesoft
• Mzinga Publisher
• Management
• Onboarding
• Payroll
• Analysis
• Rfp
• Taleo
• Defined Contribution
• Administration
• Deferred Compensation
• Life Insurance
• Events
• Hris
• Qualified Domestic Relations Orders
• Human Resources Information Systems (Hris)
• Learning Management Systems
• Workers Compensation
• Employee Benefits