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
Indiana University/Purdue University
Ball State University
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