M&A Diligence and Portfolio Solutions
Senior Account Manager
Terry is a Senior Account Manager with CAC Specialty. Terry assists the team in managing key processes in servicing client needs and in undertaking client facing and internal activities related to these processes. Processes include, but are not limited to, answering insurance coverage questions, coordinating renewal activities, preparing proposals, and special projects as needed, including acquisitions and divestures throughout the year.
Her vast experience includes servicing large complex commercial accounts in various industries including, retail, golf clubs, chemical, waste disposal, construction, media, distribution, and patient transport.
Terry holds a Texas General Lines License and a Surplus Lines License.