Terry Koehler
Vice President Employee Benefits at Presidio Group (Acrisure Partner)- Claim this Profile
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Bio
Michael Puquirre
Terry has remarkable expertise in benefits administration, with a proven history of crafting and executing effective benefits strategies that align with companies' distinctive requirements. Thanks to their exceptional analytical skills, Terry has enabled us to attain considerable cost savings, while also delivering valuable benefits to their workforce. I look forward to a long working relationship with Terry and he comes highly recommended.
Michael Puquirre
Terry has remarkable expertise in benefits administration, with a proven history of crafting and executing effective benefits strategies that align with companies' distinctive requirements. Thanks to their exceptional analytical skills, Terry has enabled us to attain considerable cost savings, while also delivering valuable benefits to their workforce. I look forward to a long working relationship with Terry and he comes highly recommended.
Michael Puquirre
Terry has remarkable expertise in benefits administration, with a proven history of crafting and executing effective benefits strategies that align with companies' distinctive requirements. Thanks to their exceptional analytical skills, Terry has enabled us to attain considerable cost savings, while also delivering valuable benefits to their workforce. I look forward to a long working relationship with Terry and he comes highly recommended.
Michael Puquirre
Terry has remarkable expertise in benefits administration, with a proven history of crafting and executing effective benefits strategies that align with companies' distinctive requirements. Thanks to their exceptional analytical skills, Terry has enabled us to attain considerable cost savings, while also delivering valuable benefits to their workforce. I look forward to a long working relationship with Terry and he comes highly recommended.
Experience
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Presidio Group (Acrisure Partner)
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United States
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Insurance
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1 - 100 Employee
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Vice President Employee Benefits
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Jul 2023 - Present
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Strategic Benefits Advisor
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Oct 2015 - Sep 2023
Advising clients on group benefit plans with the goal of attracting and retaining top talent while satisfying the bottom line.
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Account Manager
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Sep 2013 - Aug 2015
Maintained relationships with HR and executive staff of clients. Handled group benefit issues including but not limited to ACA consulting, renewal strategies and strategic marketing. Maintained relationships with HR and executive staff of clients. Handled group benefit issues including but not limited to ACA consulting, renewal strategies and strategic marketing.
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BenefitMall
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United States
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Insurance
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700 & Above Employee
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New Business
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Sep 2009 - Aug 2013
Process group health insurance cases at a small and large group level. Assist insurance brokers with new business sales proposals and any marketing information needed. Work with insurance carriers to finalize health insurance contracts between the carrier and the client. Process group health insurance cases at a small and large group level. Assist insurance brokers with new business sales proposals and any marketing information needed. Work with insurance carriers to finalize health insurance contracts between the carrier and the client.
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Education
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Marmion
Community
