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Sheryl Martinez

Sheryl Martinez

Commercial Lines Account Assistant Supervisor

Followers of Sheryl Martinez1000 followers
location of Sheryl MartinezSan Francisco Bay Area

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  • Timeline

  • About me

    Business Operations Manager

  • Education

    • Woodside High School

      1993 - 1997
      High School Diploma

  • Experience

    • Heffernan Insurance Brokers

      Jan 2013 - Aug 2017
      Commercial Lines Account Assistant Supervisor

      Commercial Lines Account Assistant Supervisor consists of supervising a group of 2-4 Account Assistants and helping manage PTO and schedules, mentoring, advocacy, procedures and training.

    • Heffernan Insurance Brokers

      Jan 2023 - now

      Account Manager role consists of supporting one of our top selling producers on a large book of general business. Handle all day-to-day interaction with clients, renewal marketing, online submissions, premium negotiations and conflict resolution.

      • Business Operations Manager

        May 2023 - now

      • Executive Account Manager at Heffernan Insurance Brokers

        Apr 1996 - now

      • Commercial Lines Account Manager

        Apr 1996 - now

      • Team Lead to Account Assistants and Associate Account Managers

        Jan 2023 - Apr 2023

  • Licenses & Certifications

    • C.I.S.R. - Certified Insurance Service Representative

      The National Alliance for Insurance Education and Research
      Nov 2003

    • Accident And Health Agent

      California Department of Insurance
      Jan 2011

    • CL 201 - New Hire Account Manager Training

      Heffernan Insurance Brokers
      Apr 2024
      View certificate certificate

    • CL 201 - New Hire Account Manager Training

      Heffernan Insurance Brokers
      Apr 2024
      View certificate certificate

    • Casualty Broker-Agent

      California Department of Insurance
      Jan 2000

    • Property Broker-Agent

      California Department of Insurance
      Jan 2002

  • Honors & Awards

    • Awarded to Sheryl Martinez
      2023 Rookie of the Year Award Heffernan Insurance Brokers Dec 2023
    • Awarded to Sheryl Martinez
      2022 2nd Quarter "Art Adams Award" Recipient Heffernan Insurance Brokers Apr 2022 2022 Second Quarter Art Adams Award Recipient
    • Awarded to Sheryl Martinez
      2020 3rd Quarter "Best in the Park" Award Recipient Heffernan Insurance Brokers Oct 2020 2020 3rd Quarter "Best in the Park" Award Recipient
    • Awarded to Sheryl Martinez
      Shareholder Heffernan Insurance Brokers 2019
    • Awarded to Sheryl Martinez
      2007 Employee of the Year Heffernan Insurance Brokers Dec 2007 2007 Employee of the Year
    • Awarded to Sheryl Martinez
      "HEFF Award" Winner Heffernan Insurance Brokers Jun 2007 HEFF Award Winner