
Terri Smith
Program Manager

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About me
Sales Implementation Manager at Optum
Education

Iowa Wesleyan University
2004 - 2007Bachelor's degree Marketing/Marketing Management, General
Experience

Southeastern Community College
Aug 1998 - Aug 2007Program ManagerProgram Manager: Manage all aspects of the automotive program.

Planned Parenthood of Southeast Iowa
Aug 2007 - Aug 2010Community Liaison: Led efforts to promote and support the organization.• Coordinate fundraising efforts. • Provide marketing assistance.• Participate in community outreach projects.• Support and promote legislative advocacy.

ABCM Corporation
Aug 2010 - Sept 2013Marketing CoordinatorFocused on mental health issues and brain injuries at long-term care communities.• Advocate on behalf of seniors and those with mental health issues.• Increase census of specialized population within long-term care facilities. • Participate extensively in the State of Iowa mental health redesign.• Build a statewide network of providers, advocates, and consumers in the brain injury, intellectual disability, and mental health arenas. .

Cardinal Care Corporation
Sept 2013 - Feb 2014Director of Community and Government RelationsShort-term positon to increase census at Danville Care Center• Establish relationships with local health care providers, social service agencies, media and community members to increase awareness and perception of Danville Care Center.• Interact with local and state government officials to advocate for seniors and the long-term care industry.• Develop staff incentive programs and enhance communication between staff and administration.

LivWell Seniors
Jan 2014 - Mar 2016Senior Resource SpecialistSuccessfully assisting families and seniors in finding the ideal retirement community. • Develop a strong network of experts in senior care and housing.• Educate and guide families through every step of the transition process.• Provide personal tours allowing clients to see the senior housing communities first hand and experience the culture prior to making a decision.• Build mutually beneficial relationships that support a win-win solution for everyone involved.• Establish and maintain relationships with professionals in the community to increase referral network..• Participate in legislative advocacy on behalf of the senior community.• Volunteer personal time to assist all seniors regardless of their financial situation. Show less

WellCare Health Plans
Dec 2015 - Mar 2016State Advocacy ManagerFocused on establishing relationships and forging partnerships with community providers to increase health outcomes for all Iowans.• Manage four Community Advocates located throughout Iowa.• Identify gaps in health care services and develop programs and partnerships to fill them.• Maintain database of available social services.• Educate stakeholders on the importance of integrating mental, physical and social health. • Represent WellCare statewide to promote positive relationshipsCompany lost contract, eliminating position. Show less

EFR Employee & Family Resources
Mar 2016 - May 2022Account ManagerResponsible for serving and retaining 200+ clients in their Employee Assistance Program (EAP) benefit. • Increase utilization of the EAP by providing group and one-on-one education to human resources professionals, managers and employees.• Focus on team building, strengthening relationships and finding solutions. • Upsell wellness programs, training, coaching and mediation to existing clients.• Solicit referrals for new business.• Participate in trade shows and conferences to present EAP to relevant professionals. • Act as liaison between client and mental health providers to problem solve and increase communication.• Update CRM software to maintain records of client interaction. Show less

Optum
May 2022 - nowSales Implementation ManagerResponsible for implementation of Institutional Special Needs Plan (ISNP) within skilled nursing facilities.• Conduct compliant lead generation process.• Educate staff, individually and in groups, on plan details and partnership expectations.• Coordinate events to educate residents and families on plan benefits.• Disseminate plan material as appropriate. • Act as liaison between SNF leadership, clinical staff, and sales team to identify and resolve issues, and to ensure accurate and timely communication among involved parties. Show less
Licenses & Certifications

Life and Health Insurance License
State of Illinois
M & R Certified
United Health CareFeb 2024
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