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
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
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