Summary
Overview
Work History
Education
Skills
Timeline
Generic

Bobby L Sherrill, CLU, CPCU

Meridian

Summary

Insurance professional with a proven track record in customer relationship building, administrative management, and technology integration. Expertise in account management and marketing drives impactful client solutions and operational efficiency.

Overview

47
47
years of professional experience

Work History

Partner

Insurance Advisory Group, LLC
Meridian, MS
03.1998 - Current
  • Established key partnerships with stakeholders to drive business growth and expand market presence.
  • Developed strategic insurance solutions to meet client needs and enhance portfolio performance.
  • Led cross-functional teams to optimize operational efficiency and service delivery in insurance processes.
  • Facilitated training sessions on industry standards, improving team competency and service quality across operations.
  • Achieved successful client outcomes by identifying and addressing their unique needs and goals.
  • Oversaw firm's day-to-day administrative operations, provided guidance to support staff and enforced compliance with state, federal, and local regulations across the organization.
  • Leveraged technological tools for efficient case management, organization, and enhanced client communication.
  • Implemented compliance protocols ensuring adherence to industry regulations and best practices.

Independent Insurance Broker

Self
Meridian, MS
08.1992 - 03.1998
  • Negotiated terms and pricing with insurance carriers for optimal coverage.
  • Conducted thorough risk assessments to ensure appropriate policy recommendations.
  • Developed tailored insurance solutions to meet diverse client needs.
  • Educated clients on policy options, enhancing understanding and satisfaction.

Life Sales Consultant

USF&G Insurance
Knoxville, TN; Nashville, TN; Meridian, MS
08.1979 - 08.1992

Engaged independent agents to enhance their life insurance sales efforts

Managed Life production in eastern Mississippi for Meridian, MS branch of USF&G.

Assisted Independent agents in setting goals and reaching these goals.

Managed Life Sales Representatives in northern and southern part of Mississippi.

Education

Bachelor of Science - Education

University of Tennessee
Knoxville, TN
06-1976

Chartered Property Casualty Underwriter (CPCU) - Insurance And Risk Management

The Institute
Malvern, PA
10-1989

Chartered Life Underwriter (CLU) - Insurance

The American College of Financial Services
King Of Prussia, PA
10-1981

Skills

  • Customer relationship building
  • Marketing
  • Strategic partnership development
  • Industry expertise
  • Strategic partnerships
  • Technology integration
  • Account management
  • Enrollment platforms

Timeline

Partner

Insurance Advisory Group, LLC
03.1998 - Current

Independent Insurance Broker

Self
08.1992 - 03.1998

Life Sales Consultant

USF&G Insurance
08.1979 - 08.1992

Chartered Property Casualty Underwriter (CPCU) - Insurance And Risk Management

The Institute

Bachelor of Science - Education

University of Tennessee

Chartered Life Underwriter (CLU) - Insurance

The American College of Financial Services
Bobby L Sherrill, CLU, CPCU