Doug Terwilliger Email & Phone Number

Gaithersburg, Maryland, United States

Manage the day-to-day administrative operations of the NEA Members Insurance Trust (over $200 million in assets). Involved at all levels with the daily business relationship between NEA Member Benefits and insurance partners (Prudential Insurance Company of America and United American Insurance Company) as well as the Third-Party Administrator with regard to the NEA Members Insurance Trust. Responsible for and helps manage insurance partner applications, claims, customer service, technical and administrative activities. Works with the partners to ensure smooth administrative operations and guide product changes/enhancements so that they are implemented according to Plan and on time. Coordinates appropriate activities to support excellent customer service and communication with members.Manages interactions with members, groups, partners, and affiliates to define/refine product needs and explain or introduce changes/enhancements to the NEA Members Insurance Trust Plans. Responsible for the Customer Service process with respect to the Program. Communicates and resolves issues elevated by Affiliate Relations, Member Services, and other referrals with the partners, suppliers, consultants, and vendors.

Gaithersburg, Md

Researched and evaluated new and existing affinity products, suppliers, offers and other business opportunities for NEA Member Benefits. Analyzes a wide range of products (including financial, banking, investment, insurance, and discount) offered by NEA Member Benefits and affiliates using objective criteria, market and financial information. Provides technical and analytical expertise regarding insurance, investments and other personal finance products so that internal and external consumers better understand current and long-term trends and issues.Project manager for the development and execution of the SEIU Member Benefits Program. Worked with internal staff departments, including website, legal, customer service, and program management to launch three voluntary purchase life insurance plans (group term life, guaranteed issue, AD&D), a credit card program, a personal loan program, and various discount programs (rental car, warehouse club, cell phone). Continued managing the program for six years with two other staff members.Acted as the main administrator for compliance requirements (e.g., SEC, FINRA) under NEA Member Benefits’ Registered Investment Advisor status. Leads partner quality assurance to ensure the continuing compliance of suppliers and vendors with criteria and contractual requirements. Provides risk management assistance on product and corporate insurance requirements.

Largo, Md

Part-time faculty member teaching four undergraduate courses: FINC 321 Fundamendtals of Building Wealth (3-credit), FINC 351 Risk Management (3-Credit), FINC 352 Life and Health Insurance (3-Credit), and GERO 497K Retirement Planning (1-Credit). Course load averaging five (5) classes per year, with an average of 30 students per class. Classes are taught using an Internet based platform (Desire2Learn). Lead faculty member for FINC 321 and GERO 497K.Experience developing new courses: FINC 321, FINC 352, and FINC 355 (Retirement and Estate Planning). Developed course content, syllabus, grading criteria, grading rubric, and course schedule.

Largo, Md

Evaluate and mentor faculty teaching FINC 321 (Fundamentals of Building Wealth).

Chevy Chase, Md

Developed and amended automobile, homeowner, renter, condominium, and boat owner personal insurance policies. Worked with the legal department to adjust policies as required by specific state insurance laws. In-depth knowledge of personal automobile and homeowners insurance policies, underwriting standards, and claims administration. Previous experience as a homeowners insurance underwriter focusing on new business, renewal, and endorsements. Expert knowledge of homeowners insurance policies and company standards.

M.S., Technology Management, 3.47 Gpa

Abd, Finance, 3.93 Gpa

Doctoral candidate.

Associate In Insurance Services

Certificate In General Insurance, Personal Insurance

B.S., Consumer Economics

Education record