In her role as Annuity Case Manager, Heather works hard to provide excellent service on all annuity cases that are submitted through Jon Summers’ team. Her job is to inform and educate our agents on the status of their pending business, assist with transfer and application questions after they have been submitted, and works closely with our agents support staff to help them utilize the tools and resources that SMS provides. Heather is determined to make sure our agents have the best experience possible.
With over 20 years’ experience, Heather always has a smile on her face and is determined to provide excellent customer service to the agents we support. Heather enjoys the fact that she is helping people every day, and takes pride in knowing that she is helping our agents grow their business while creating a professional relationship with those she works with.
Heather also has her Nebraska agent’s license in Health, Life, Accident, Sickness and Annuities. Outside of the insurance industry, she is a chair for the Relay for Life of Greater Omaha, helping plan the event each year in order to raise money for the American Cancer Society. She also loves to travel.