Theresa comes with 39 years of experience working in the Life Insurance industry. She has worked with various sides of customer service from assisting clients with changes to their names, addresses and beneficiaries to locating new agents for the clients. She also provided assistance with explaining policy detailed information such as death benefits, cash values, premiums and monthly cost of insurance to the policyholders and producers. Theresa prepared packets for cash surrenders and replacements for clients wishing to discontinue their current policies. She was responsible for multiple monthly and quarterly reports for the management teams along with working with competitor study groups for Whole Life, Term and Annuity products. Theresa has proficient knowledge with illustration software programs for multiple life insurance companies.
Theresa’s role with Retirement and Advanced Market Solutions and Union Benefit Advisors will be focusing on assisting her producers to ensure their client’s application paperwork is accurate and submitted in a timely fashion. She will also be organizing events and seminars for her producers and their clients.
Theresa has earned her Communication and Leadership Skills certificates as well as earning her ALMI and ACS designations as recognized by the Life Office Management Association.
Theresa is married to Leroy, and they have three children (Donielle, Ryle and Taylor). Theresa loves spending her extra time being an avid crafter and watching her favorite basketball team.