Underwriting & Case Management
Theresa joined KBM in 2024 as an Underwriter and Case Manager. She has over a decade of experience in the insurance industry and has been responsible for coordinating all new business including the underwriting and case management of life, annuities and disability insurance. Additionally, she has been responsible for handling client services requests such as change of ownership, beneficiary changes, premium payments and allocation changes. Whether it is the initial sales phase to policy issuance or managing an inforce policy, Theresa understands the importance of handling each client with quality care.
Theresa is a seasoned Executive Assistant with over 21 years of experience supporting Human Resources and senior Executives. She has extensive experience in administration including scheduling and correspondence. Theresa can tailor her organizational skills to meet the needs of clients and staff. Prior to joining the firm, Theresa held various management and administrative positions in the medical and financial industries.
Theresa is licensed in life, accident, and health Insurance. Over the years, Theresa has participated on committees within her community, including Born to Be Wild, supporting the NICU at St. Joseph’s Hospital and Fisher House Foundation supporting Veterans. In her free time, she enjoys spending time with family and friends, attending various concert events and traveling.