GARY MORAN
Summary
Results-driven commercial insurance broker with over 10 years of sales leadership, consistently exceeding revenue targets. Proven expertise in acquiring high-value clients, generating strategic leads, and closing deals in the small and mid-market segments. Skilled in assessing risks, structuring policies, and utilizing consultative selling techniques to ensure optimal coverage for businesses across diverse industries. Leveraging strong carrier relationships, a sharp negotiator and closer, providing customized insurance solutions. Recognized for the ability to build lasting partnerships, drive explosive business growth, and consistently surpass aggressive sales goals.
Overview
8
8
years of professional experience
2
2
Language
Work History
Business Insurance Specialist
Allstate-Ivantage
01.2024 - Current
- Licensed in all 50 states; collaborate with 100+ Allstate agents nationwide
- Placed $640K+ in premium over the last months, driving cross-sales and increasing profitability
- Partner with 25+ carriers to deliver tailored solutions for construction, real estate, and manufacturing clients and others
- Strengthened client relationships through consistent follow-ups, ensuring timely renewals and retention.
- Lead B2B educational events on Workers' Comp, GL, and risk management, enhancing client understanding and value
- Contributed to team performance by sharing industry knowledge and assisting colleagues in complex cases.
- Increased sales revenue with persuasive presentations of insurance products tailored to clients'' needs.
Agency Owner
Allstate
04.2023 - 01.2024
- Successfully served as agency owner at Allstate, a leading insurance company
- Demonstrated exceptional proficiency in sales and marketing strategies, contributing to increased client acquisition and retention
- Collaborated with a dynamic team to identify customer needs and provide tailored insurance solutions, enhancing customer satisfaction
- Leveraged excellent communication and interpersonal skills to build strong client relationships and drive business growth
- Utilized data analysis and market research to identify opportunities for business expansion and competitive advantage
- Displayed a strong commitment to continuous learning and professional development to stay up to date with industry trends and best practices
- Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.
- Achieved consistent growth in annual sales by developing a thorough understanding of market trends and customer needs.
Commercial Insurance Consultant
Compass Insurance
11.2022 - 03.2023
- Coordinated insurance placement for small to large market commercial accounts
- Secured new accounts worth $250k in premium by generating potential leads through transactional business, cold calling, and networking with key decision-makers
- Streamlined client onboarding processes by implementing efficient data collection methods and reducing paperwork.
- Oversaw account management activities including billing inquiries, policy adjustments, and renewals to maintain high levels of client satisfaction.
- Met with division leaders and consultants to discuss strategies to increase sales
- Implemented new marketing strategies that resulted in increased client referrals and a growing book of business.
- Worked with multiple lines of specialized commercial coverage accounts for industries including Construction insurance, Real Estate and Transportation
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring optimal insurance plan offerings.
- Prepared action plans for clients and worked through the process before renewal, policy changes
- Strengthened extraordinarily strong relationships with clients, carriers and underwriters
- Increased revenue by skillfully upselling and closing customer sales and driving product benefits around client needs
Insurance Agent / Commercial Account Manager
State Farm
04.2021 - 10.2022
- Drove a 3% revenue increase in FY2021, outperforming 'high-reach' sales targets every quarter
- Increased referral business by 13% in 2022
- Initiated an aggressive campaign of cold calling, offering referral incentives and participating in networking events
- Marketed new products to both new and existing clients with a 45% sales rate
- Analyzed customer needs by providing best options, upselling products and servicing in Spanish/English
- Evaluated risks using underwriting rules and guidelines to bind coverage
- Developed ongoing networking relationships with real estate agents, mortgage lenders, title companies and auto dealers to consistently grow the book of business
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns
- Increased profitability and revenue by generating $760k in premium
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Maintained high standards of customer service by building relationships with clients.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Sales Director, Business Development
Step1collection.inc
12.2016 - 01.2021
- Managed the opportunity pipeline effectively, finding the biggest and most likely opportunities and distorting resources disproportionally against them
- Managed the creative team workflow and priorities to deliver great standards to required timelines
- Worked collaboratively with colleagues to translate marketing goals into clear creative strategies and to ensure they have the assets they need to deliver ROI
- Performed sales consultations and educated clients on products and services
- Strengthened revenue opportunities by developing tailor-made sales strategies based on industry trend and competitor analysis
- Leveraged cold calling, in-person visits and referrals to build leads
- Established new customer accounts using negotiation and sales closing abilities
- Conducted regular market research analysis to stay current on industry trends and competitor activities for strategic decision-making purposes.
- Established a strong network of industry connections that facilitated mutually beneficial partnership opportunities for sustained growth.
Education
Master's Degree - Sustainability Leadership
La Techno Creativa
MADRID ,SPAINBachelor's degree - Civil Engineering
Jose Cecilio Del Valle
Tegucigalpa,HondurasSales Growth Certificate -
Cornell University
New York, NYNo Degree - Corporate Communications
Cornell University
Ithaca, NY 05.2001 - 04.2025
Skills
Experience with CRM Platforms
Effective Communication Skills
Fluent in Spanish
Detail-Oriented Analysis
Effective Organizational Skills
Expertise in Microsoft Office
Sales Force Management
Advanced AMS Expertise
Sales Execution Expertise
Analytical Reporting Expertise
Efficient Documentation Practices
Risk Assessment Expertise
Experienced in Account Management
Needs-Based Client Evaluation
Activities
- Sales Achievement Award $320k. 3rd Quarter Sales (State Farm)
- 4X Employee of the month- State Farm
Timeline
Business Insurance Specialist
Allstate-Ivantage
01.2024 - Current
Agency Owner
Allstate
04.2023 - 01.2024
Commercial Insurance Consultant
Compass Insurance
11.2022 - 03.2023
Insurance Agent / Commercial Account Manager
State Farm
04.2021 - 10.2022
Sales Director, Business Development
Step1collection.inc
12.2016 - 01.2021
No Degree - Corporate Communications
Cornell University
05.2001 - 04.2025
Master's Degree - Sustainability Leadership
La Techno Creativa
Bachelor's degree - Civil Engineering
Jose Cecilio Del Valle
Sales Growth Certificate -
Cornell University