Teri Thomas Email and Phone Number
Employee Benefits Team Lead and Senior Account Executive at USI Insurance Services at
@
USI Insurance Services
Teri Thomas's Location
Amelia, Ohio, United States, United States
Teri Thomas's Contact Details
Teri Thomas work email
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- Valid
- Valid
Teri Thomas personal email
n/a
Teri Thomas phone numbers
About Teri Thomas
Teri Thomas is a Employee Benefits Team Lead and Senior Account Executive at USI Insurance Services at USI Insurance Services. She possess expertise in employee benefits, data analysis, consultants, international sales, account management and 4 more skills.
Teri Thomas Work Experience Details
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Employee Benefits Team LeadUsi Insurance Services Jun 2022 - PresentValhalla, Ny, Us -
Senior Account Executive, Employee BenefitsUsi Insurance Services Oct 2003 - PresentValhalla, Ny, UsResponsibilities include analyzing client’s employee benefits package and when applicable, procure and analyze proposals from a variety of healthcare vendors, including medical, dental, vision, life, long/short term disability, COBRA and Section 125 to create an employee benefits package that is comprehensive and cost effective. Create financial and claim utilization reports on a quarterly and/or annual basis. Investigate customer service issues to seek resolutions. Negotiate with applicable carriers for competitive rates. This position requires knowledge and experience in negotiating rates with vendors and maintaining relationships with a variety of healthcare organizations. Coordinate and developed communication pieces for employees and conduct group meetings. I am currently licensed in the state of Ohio for Accident & Health, Life and Variable Annuities since April 2004. Recipient of the USI Summit Award in 2018, 2019, 2020 and 2021.
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Account ExecutiveWells Fargo Insurance Services Oct 2003 - Oct 2018San Francisco, California, UsResponsibilities include analyzing client’s employee benefits package and when applicable, procure and analyze proposals from a variety of healthcare vendors, including medical, dental, vision, life, long/short term disability, COBRA and Section 125 to create an employee benefits package that is comprehensive and cost effective. Create financial and claim utilization reports on a quarterly and/or annual basis. Investigate customer service issues to seek resolutions. Negotiate with applicable carriers for competitive rates. This position requires knowledge and experience in negotiating rates with vendors and maintaining relationships with a variety of healthcare organizations. Coordinate and developed communication pieces for employees and conduct group meetings. I am currently licensed in the state of Ohio for Accident & Health, Life and Variable Annuities as of April 2004. For five years, I have co-chaired the Wells Fargo Insurance Services White Elephant Sale benefiting Insuring the Children. In January 2005 and January 2006 was named the Wells Fargo Insurance Services Employee of the Month. Other accomplishments include developing programs utilizing Microsoft Access to create and distribute employee “hidden paychecks” and ad hoc reporting for new business/cross sell opportunities for producers. Recipient of the 2016 Celebrating the Stars award which is in recognition of outstanding contributions and customer service. -
Sales AssociateGuardian Life Insurance Company Of America - Central Ohio Agency Oct 2000 - Oct 2003Responsibilities include the preparation of proposals that outlined Guardian’s group products such as medical, dental, vision, basic life, short term disability, long term disability and optional life. Analyzed all incoming requests for proposals from insurance agencies and brokers to determine our competitiveness and risk. This position required knowledge of Guardian’s group products and experience in negotiating rates and exceptions with Guardian underwriters. In addition to the quoting process and preparation of formal proposals, was also responsible for completing and submitting sold case and employee enrollment paperwork.
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Manager, Information SystemsEyeworld Optical Aug 1999 - Sep 2000Responsibilities included the setup and maintenance of all computer and communication equipment within the corporate office and at all store locations throughout Ohio and Kentucky. Trained store personnel. Generated daily, weekly and monthly sales reports for the accounting department.
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Consultant, Employee BenefitsHauser Kuppin Group Oct 1998 - Aug 1999Responsibilities included analyzing assigned customer’s group benefits. When applicable, procure and analyze proposals from a variety of healthcare vendors, including medical, dental, vision, life, long/short term disability and Section 125. Analyze related group benefits on a quarterly and annual basis. Worked closely on an international company in which I was responsible for completing a variety of cost analyses in relationship to union negotiations and healthcare claims data. Day to day customer service of assigned customers. This position required knowledge and experience in negotiating rates with vendors and maintain relationships with a variety of healthcare organizations.
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Health Data AnaylstUnited Medical Resources Oct 1995 - Oct 1998Responsibilities included the coordination and generation of all monthly and quarterly customer reports. Generate, analyze and document annual report data including the completion of a written executive abstract and presentation of the data including charts and graphs. Developed and completed cost analysis of customer data in order to continually recommend improvements or requested changes to customer’s benefit plan designs. Worked closely with other analysts in maintaining templates, producing UMR wide statistics and servicing other departments within UMR. Maintained strong working relationships with brokers, consultants and customer representatives. The knowledge, skills and abilities required for this position included strong PC skills with an emphasis on spreadsheets, graphics and database applications. Effective oral and written communications skills and organizational skills were a must.
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Flex Account ManagerUnited Medical Resources, Inc. Oct 1990 - Oct 1995Flex Account Manager/Executive September 1994 – October 1995In addition to the responsibilities of a Flex Account Coordinator, I was also responsible for the implementation process of all new customers, including plan design. Once a customer has decided to offer a Section 125 Plan, I was responsible for employee education witch entailed written communication pieces and hosting employee group meetings that may have included one-on-one enrollment sessions. Responsible for the coordination of the re-enrollment process for assigned customers. Training/mentoring all new flex department associates. Created the prototype of the Flex Department Training/Informational Manuals.Flex Account Coordinator October 1990 – September 1994Responsible for processing all Flexible Spending Account claims in accordance to the customer’s Summary Plan Description and ERISA guidelines. Responsible for all aspects of issuing checks including any adjustments, stop payments, refunds and voids. Drafted all correspondences in relation to ERISA appeals and provide background and explanation of appealed claims to plan trustees. Prepared required discrimination testing of customer’s Section 125 Plan and Form 5500 information as required by the IRS. Successfully completed the Dale Carnegie Human Relations course in August 1992.
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Branch Office AccountantChicago Title Insurance Company Sep 1985 - Oct 1990Jacksonville, Fl, UsResponsibilities included processing of all invoices, accounts receivables and payables. Conducted bank transactions, which included deposits and money transfers for real estate closings. Each month, close the accounting books and made sure all accounts balanced to ledger sheets. In addition to accounting responsibilities, acted as personal assistant to the Vice President and liaison between the Vice President and local attorneys issuing Title Commitments and Policies under the Chicago Title Insurance Company “umbrella”. Achieved the highest rating following an internal and external audit of accounting policies, procedures and balances in July 1989.
Teri Thomas Skills
Employee Benefits
Data Analysis
Consultants
International Sales
Account Management
Management
Sales
Health Insurance
Disability Insurance
Frequently Asked Questions about Teri Thomas
What company does Teri Thomas work for?
Teri Thomas works for Usi Insurance Services
What is Teri Thomas's role at the current company?
Teri Thomas's current role is Employee Benefits Team Lead and Senior Account Executive at USI Insurance Services.
What is Teri Thomas's email address?
Teri Thomas's email address is te****@****rgo.com
What is Teri Thomas's direct phone number?
Teri Thomas's direct phone number is (914) 749*****
What are some of Teri Thomas's interests?
Teri Thomas has interest in I Enjoy Reading.
What skills is Teri Thomas known for?
Teri Thomas has skills like Employee Benefits, Data Analysis, Consultants, International Sales, Account Management, Management, Sales, Health Insurance, Disability Insurance.
Who are Teri Thomas's colleagues?
Teri Thomas's colleagues are Lindsey K., Ryan Grote, Holly Knight, Nick Ochoa, Jeff Bahrenburg, Christine Andres, Ken High.
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