SHERYL BOURFF
Tucson,AZ
Summary
To make use of my interpersonal skills to achieve goals of a company that focuses on customer satisfaction and customer experience.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Marketing Manager/Claims Manager
The Hilb Group
Clearwater, Florida
03.2024 - 01.2025
- Planned and facilitated meetings to gather marketing plans and explain future business goals.
- Conducted thorough market research to obtain detailed quoted and proposals.
- Managed creation of marketing materials, collateral and sales support tools.
- Filed all new claims with the appropriate carrier.
- Followed up on claims as necessary.
- AMS360 Agency Management System, ImageRight,ɓ Microsoft Word, Excel, PowerPoint & Microsoft
Account Manager
Sadler & Co.
Columbia, SC
09.2020 - 03.2024
- Streamlined implementation of business policies, marketing renewals, and policy amendments.
- Correspond with the insureds and underwriters
- Create process designs, train new employees, manage commercial sports program
- AMS360 Agency Management System, Microsoft Word, Excel, PowerPoint & Microsoft
Account Manager/Sales
Upside Insurance Services
Scottsdale, Arizona
10.2019 - 01.2020
- New business policies, marketing renewals, policy changes, accounting, quoting, certificates, set early renewal
- Correspond with the insured as well as underwriters
- EZLynx Agency Management System, Microsoft Word, Excel, PowerPoint & Microsoft work directly with upper management on the day-to-day functions of the office, created agency handbook
Account Manager/Office Manager
Sunbelt Ins. Holdings
Tucson, Arizona
11.2014 - 05.2017
- Responsible for the agencies renewal book of business
- Contacting insured's for updated information, creating submission, quoting, proposing, and binding commercial accounts
- Work directly with clients throughout the year managing their insurance portfolio, including contract reviews
- Quote and issue personal lines policies and changes as requested
- Hire & Train all new employees, manage agency licensing, office supplies, employee human resource issues, work directly with upper management on the day-to-day functions of the office, create and implement agency procedures and standard
- EZLynx Agency Management System, Microsoft Word, Excel, PowerPoint & Microsoft Outlook, 2016 MVP Employee of the Year
Director of Marketing
J. Curtis & Associates
Lake Mary, Florida
01.2011 - 11.2014
- Work Directly with the president on the book of business
- Market all renewal accounts for the agency
- Work directly with the clients throughout the year managing their insurance portfolio
- Process policy changes, accounting, certificates, or anything else that might need to be done and/or assigned to me
- Quick File Agency Management System, Microsoft Word, Excel, PowerPoint & Microsoft Outlook
- Florida 2-20 License
Client Service Manager
PRIA, Inc.
Daytona Beach, Florida
07.2009 - 06.2010
- Manage books of business for large public entity accounts
- New business policies, marketing renewals, policy changes, accounting, quoting, certificates, set early renewal and mid-term review with clients, meet with clients in and out of office
- Correspond with the insured as well as underwriters
- AMS Systems, Microsoft Word, Excel, PowerPoint & Microsoft Outlook
Account Manager
IRMS, Inc.
Naples, FL
09.2006 - 07.2009
- Manage books of business Executive Vice President and a newer Agent
- Large accounts
- New business policies, renewals, policy changes, accounting, quoting, certificates, set early renewal and mid-term review with clients, meet with clients in and out of office
- Correspond with the insured as well as underwriters
- Applied Systems, Microsoft Word, Excel, PowerPoint & Microsoft Outlook
- Florida 2-20 License
Account Manager
Miles & Finch, Inc.
Kokomo, Indiana
07.2004 - 05.2006
- Worked with large commercial accounts
- New business policies, renewals, policy changes, accounting, quoting, proposals & resumes, order & bind policies, market accounts, certificates, bonds and assisting the producers in their daily work schedule
- Correspond with the insured as well as underwriters
- Applied Systems, Microsoft Word, Excel, PowerPoint
Customer Service Agent
The Mahoney Group
Tucson, Arizona
08.2003 - 03.2004
- Worked with large commercial accounts
- New business policies, renewals, policy changes, accounting, quoting, proposals & resumes, certificates, claims and assisting the producers in their daily work schedule
- Correspond with the insured as well as underwriters
- Applied Systems, Microsoft Word, Excel, PowerPoint & Microsoft Outlook
Education
Indiana University/Purdue University
Indianapolis, Indiana01.2000
Ball State University
Muncie, Indiana01.1994
Skills
- Marketing
- Microsoft Office
- Staff management
- AMS360/ImageRight
- Applied
- Agency Accounting
- Customer & Carrier Relations
Certification
State of Arizona P&C License
State of Florida Non-Residents License
Timeline
Marketing Manager/Claims Manager
The Hilb Group
03.2024 - 01.2025
Account Manager
Sadler & Co.
09.2020 - 03.2024
Account Manager/Sales
Upside Insurance Services
10.2019 - 01.2020
Account Manager/Office Manager
Sunbelt Ins. Holdings
11.2014 - 05.2017
Director of Marketing
J. Curtis & Associates
01.2011 - 11.2014
Client Service Manager
PRIA, Inc.
07.2009 - 06.2010
Account Manager
IRMS, Inc.
09.2006 - 07.2009
Account Manager
Miles & Finch, Inc.
07.2004 - 05.2006
Customer Service Agent
The Mahoney Group
08.2003 - 03.2004
State of Arizona P&C License
State of Florida Non-Residents License
Indiana University/Purdue University
Ball State University
Similar Profiles
Steven SinesSteven Sines
Vice President, Employee Benefits Advisor at The Hilb GroupVice President, Employee Benefits Advisor at The Hilb Group
Judith BrooksJudith Brooks
Eligibility Specialist at The Hilb GroupEligibility Specialist at The Hilb Group
Meghan SundergillMeghan Sundergill
Elite Commercial Insurance Account Manager at The Hilb GroupElite Commercial Insurance Account Manager at The Hilb Group