Property-Casualty New Business Case Manager now Case Manager
Unlike most of the folks at TDC, Sherry Boerst’s initial exposure to the firm wasn’t as a prospective employee. Sherry first learned of TDC as a client. When her father passed away, Sherry met with Cleves for investment advisory and life insurance services.
“They looked at everything, and how thorough and well-done the presentation was very impressive,” Sherry recalled.
Sherry had been working in property casualty insurance since her time as a high-schooler at Bowsher. When a maternity leave brought about an opening in the TDC (then The Delp Company) life area, Cleves called Sherry with an offer to fill the role.
“It was perfect timing for me. Property casualty is very similar to life, so that’s how I came here.”
Eighteen years later and Sherry has witnessed a modest family company of seven explode to a firm that employs over 100 people around the country.
“We have increased the number of clients we serve and have expanded our niche more to the affluent. We now take into consideration their estate plans and their other charitable inclinations, besides family protection and everything else,” Sherry said of TDC’s growth. “When I started it was all local. It’s amazing how we grew from what we were to what it is now. It’s just amazing. But our philosophy has always been the same. We’ve just changed more our target market.”
Sherry is continuously grateful for the opportunities for personal growth TDC has fostered. She has had the opportunity to attend events with Lion Street, one of the nation’s most elite financial firms, and improve herself through education and networking. Sherry has taken underwriting classes and participated in study groups and monthly idea-sharing calls.
“All of that helps me to grow and makes me more valuable to TDC. The more comfortable I am with our clients and services, the more (TDC) supports and encourages that. It’s a win-win all around.”
In addition to these various classes and programs, Sherry feels she is made better by her colleagues at TDC.
“I work with high caliber individuals who are intelligent and on the ball.”
Part of Sherry’s 18 years at TDC was spent working part-time while she raised her son, Ben, at home. Even now as a full-time employee, Sherry enjoys a flexible schedule and a supportive work environment.
“They still allow me to have that flexibility. It’s not just an 8:30-5 job for me like a normal schedule. There haven’t been any issues at all that way,” Sherry said. “I constantly get good feedback, too, from Tyler and my coworkers. People aren’t competitive in the department. It’s more of a team approach, and I like that.”
To this day, Sherry can attest firsthand that TDC has remained true to its client-first mission of “Helping Families Be Families.”
“When I still meet (with Cleves) as a client with my own personal stuff, it’s still there from that very first meeting. You feel the comfort and peace of mind that things are taken care of properly.”