Teri Ross is president of the Shared Services division at Sammons® Financial Group (SFG).
As president of this division, Teri is responsible for the operations of the agency, new business, underwriting, policy administration, and claims departments. She also oversees the information technology functions for the company. Shared Services is the largest division at SFG, with over 950 employees who provided service to more than 1.6 million in-force life and annuity policies in 2018.
Before joining Sammons Financial Group in 2001, Teri worked at Principal Financial Group where she held a variety of roles focusing largely on 401(k) administration. Since joining SFG, she has been in numerous leadership positions centered on business operations. Teri’s expertise is rooted in over 30 years of experience in the financial services industry.
Teri is a member of the LOMA Operations Leaders Roundtable Committee. She’s received numerous designations including Fellow, Life Management Institute (FLMI); LIMRA Leadership Institute Fellow (LLIF); Associate, Annuity Products and Administration (AAPA); and Associate, Customer Service (ACS). She previously served on the board for Big Brothers Big Sisters of Central Iowa. Teri is a graduate of the University of Northern Iowa where she received a B.A. in management.