Sheryl is creative, hard-working, experienced in several fields, and adaptable. I’ve worked with her for many years and I admire her talent and her passion for knowledge. Sheryl is fun to work with; I...
Chicago, Illinois, United States• Played a pivotal role in transforming a small insurance agency into the largest and most profitable agency under Accretive Individual Choice Insurance Solutions, LLC., a division of Assured Partners.
• Optimize processes for 400+ Medicare consultants, reducing time-to-value and ensuring compliance across multiple states.
• Partner cross-functionally with Sales, Product, and Support teams to...
Apr. 2021 - Jul. 2022
Advise InsuranceProject Manager of Lead Management & Carrier Relations
Bloomington, Indiana, United States• Implemented initiatives to enhance employee adoption of CRM tools and password management systems for seamless client integration.
• Led projects to improve CRM data accuracy, reporting, and workflow automation.
• Managed high-value B2B and vendor relationships, driving customer activation and product adoption through strategic planning.
• Facilitated data-driven tracking and reporting of c...
Chicago, Illinois, United States• Collaborated with former members of Congress and state insurance commissioners to assist insurance companies in recouping funds from the government under the Affordable Care Act's Marketplace incentives, providing critical data insights to drive strategic decisions. • Conducted donor profile research to identify high-value prospects for arts organizations, utilizing data-driven approaches t...