Employee Spotlight – Fadwa Shunnarah

Fadwa ShunnarahIf you have ever called SMA Tours to make travel arrangements, you have probably spoken with Fadwa Shunnarah. Fadwa, who has worked in the Tours department since 1987, is extremely knowledgeable when it comes to international travel and books airfare, hotels, and rental cars for trips abroad. In addition, she also arranges cruise travel and group travel escort groups. “I have worked with physicians for 25 years and try my best to provide prompt and friendly service,” Fadwa said. “I truly enjoy helping everyone and they have made me feel like part of the family.”

Although her job sometimes requires her to be available “24/7”, Fadwa doesn’t mind at all. “Sometimes travelers experience an emergency such as cancelled or delayed flight,” she said, “And I am here to help them in any way I can.”

Fadwa is very active in her church and in her spare time, she enjoys traveling, spending time with her family, and cooking Middle Eastern cuisine. Her favorite dish? “There are so many delicious things but Stuffed squash is top of the list.

 

Employee Spotlight – Terri Carroll

Terri Carroll

Terri joined the SMA Services group in 2006, as the IRA Administrator.  Several years later, she moved to operations, taking her IRA responsibilities with her. Terri is responsible for calculating the Required Minimum Distributions for each IRA participant, as well as contributions, other distributions, fee statements, and tax forms. She also handles the administration of Health Savings Accounts.

Terri and her husband have been married for 28 years and have two children.  Her daughter is a Registered Nurse at Children’s Hospital in Birmingham and is married to a professional drummer. Terri’s son has been active duty Navy for eight years. As a retired Navy spouse and mother of an active duty sailor, Terri knows the sacrifices made by our military and is proud of every man and woman who serves our country so that we may enjoy our freedom.

Employee Spotlight – JoAnn Owens

Employee Spotlight - JoAnn Owens

SMA Services, Inc. would like to introduce to you JoAnn Owens

JoAnn began her employment with Southern Medical Association in January 1989 as an Insurance Customer Service Representative. While in this capacity, she obtained and maintains state Life and Disability Licenses. In January 1994, JoAnn then transferred to the retirement department and has grown to be a valuable senior member of the team.

JoAnn is responsible for various Third Party Administrative duties: understanding plan documents and Adoption Agreements; determining annual contributions, required distributions, eligibility, and enrollments for participants; issuance of periodic payments; compliance testing; and electronic filing of year-end reports for numerous plans.

JoAnn enjoys all aspects of her job, including the interaction she has with plan participants. “Working closely with SMA members, office managers, and various investment institutes is a very rewarding profession,” she said.

JoAnn and her husband reside in Mount Olive, AL. They have two children who attend the University of Alabama in Birmingham. In her free time, JoAnn enjoys outdoor activities and especially trips to the beach.

 

Employee Spotlight – Kay Vasser

Kay VasserSMA Services, Inc. would like to introduce to you Kay Vasser.

Having worked at Southern Medical Association for more than 27 years as a Licensed Insurance Professional, Kay is very knowledgeable about all areas of SMA Services Inc., including the large suite of group and individual products, such as short- and long-term disability, life, health, vision and dental insurance. Kay’s responsibilities include supervising the insurance department, sales, addressing customer service problems, and educating clients in order to determine the best insurance products to meet their needs. She is always ready to help when a problem arises.

Kay has worked with physicians for more than 50 years, and helping them choose the right protection and financial needs for their future is what she finds most gratifying. She has long-term relationships with a large majority of the clients she works with.

Kay and her husband of 44 years have three children, seven grandchildren and five great-grandchildren.  Kay stays very busy; she has been a member of Beta Sigma Phi sorority for 43 years and has received many honors.  In her free time, she enjoys bowling and watching football and baseball.

 

Employee Spotlight – Wendy Erhart

Wendy ErhartSMA Services, Inc. would like to introduce to you Wendy Erhart.

Having worked at Southern Medical Association for more than 24 years, Wendy in 2012 joined the SMAS team as a Licensed Insurance Professional. She has knowledge of our large suite of group and individual products, such as short- and long-term disability, life, health, vision, and dental insurance. Her responsibilities include providing advice and price quotes to clients in order to help them in determining the best insurance products for their needs. She assists in updating the client database with payment information and address changes. Monday through Friday, you can find Wendy at her desk eager to answer customer phone calls and emails.

She says working so closely with the members of Southern Medical Association and helping physicians choose the right products for their financial future are two of her most gratifying responsibilities.

Wendy and her husband reside in Morris, Ala., along with their son, two dogs, and cat. In her free time, Wendy enjoys photography, reading, playing bunco, and watching Auburn football – WAR EAGLE!

Employee Spotlight – Michael Murray

Michael Murray

SMA Services, Inc. would like to introduce to you Michael Murray.

Michael has been a part of the SMAS team for over a year.  He is responsible for the administrative work on our Qualified Defined Contribution Plans.  His responsibilities involve allocating contributions and forfeitures to eligible participants. He also calculates required minimum distributions, loans, withdrawals, and vesting percentages.  After the plan year has ended he begins doing preparation work to complete and file the IRS Form 5500 and other related schedules.

Michael is a 2011 graduate from the University of Alabama at Birmingham with a B.S. in Accounting.  Michael recently got married in November 2013 to Jackie Murray and they reside in Trussville, Alabama with their three dogs.  When not at work he enjoys spending time at the lake fishing and is a big fan of the Atlanta Braves and of course the Alabama Crimson Tide Football team.

Let’s welcome Michael to the SMAS team.

Michael can be reached at 800-423-4992 ext 190 or mmurray@smaphp7.wpengine.com.

 

Your “Go To” Players

Product Knowledge & Positioning – Industry Knowledge & Market Awareness
Retirement Plans – Investment Experience – Plan Design Assistance – Wealth Management
Insurance – Group Benefits – Disability Income

Kay, and Wendy

Contact Information for your “Go To” Players:

Kay Vasser
Supervisor, Insurance Operations
kvasser@smaservicesinc.com
800.423.4992 x102

Wendy Erhart
Agent, Insurance Dept.
wendy@smaservicesinc.com
800.423.4992 x150

AirMed and “A Mighty Heart”

Did you know… AirMed, and the Southern Medical Association have been strategic partners since 2010, providing AirMed benefits to professional dues paying members as well as providing a voluntary upgrade program to family members at a substantial discount.

The smallest lives touch us just as much as the big ones.  Click below to find the heartwarming story of one of AirMed’s smallest patients, as well as other AirMEd news.