Terry Haltom

Terry Haltom has spent more than 30 years doing one thing - and doing it exceptionally well.

Terry's entire career has been dedicated to group health benefits account management. Before joining Intuitive Wealth, she spent three decades at West Texas Insurance Exchange, building the kind of deep, practical expertise that only comes from years of working through real problems for real clients. She has held a Life and Health insurance license for more than 30 years and brings a level of institutional knowledge to this work that is nearly impossible to replicate.

As Group Benefits Account Manager at Intuitive Wealth, Terry serves as the primary day-to-day contact for the firm's employer group health clients - working directly with HR managers, office managers, and business owners to handle the full range of account service needs. That includes coordinating employee enrollments, managing qualifying life events, navigating open enrollment, resolving billing and eligibility issues, and ensuring that carrier paperwork is submitted accurately and on time. When a problem arises for an employer or an employee, Terry is the person who works it through to resolution.

Her approach to the work is straightforward: be responsive, be thorough, and don't stop until the issue is closed. In an area of commercial services where details matter enormously and delays can have real consequences for employees and their families, Terry's commitment to follow-through is a meaningful part of how Intuitive Wealth serves its group health clients.

Terry is also well-versed in the privacy and compliance requirements that come with managing benefits data, including HIPAA and PHI handling - an area where precision and discretion are non-negotiable.

Terry's connection to West Texas runs deep. She is the proud grandmother of two grandsons and stays closely connected to her daughter in Midland and her son in the Dallas area. She is an enthusiastic college sports fan - cheering for both the Texas Tech Red Raiders and the Texas Longhorns, depending on the matchup - and attends church every Sunday.

Disclaimer: Terry Haltom is an insurance staff member and is not affiliated with Cambridge.