Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Generic

Thomas Gately

LA PORTE,IN

Summary

Dynamic Account Executive with a proven track record at Highstreet Insurance Partners, excelling in client relationship management and strategic sales initiatives. Expert in market analysis and risk management, I have successfully enhanced customer retention and satisfaction, establishing long-lasting partnerships while driving significant growth in competitive markets. I have also successfully managed, mentored, and led a commercial lines business to business sales team

Overview

28
28
years of professional experience
1
1
Certification

Work History

Account Executive

Highstreet Insurance Partners
12.2024 - Current
  • Managed client accounts, ensuring timely communication and service delivery.
  • Assisted in developing tailored insurance solutions to meet client needs.
  • Conducted market research to identify potential clients and industry trends.
  • Collaborated with team members to streamline account management processes.
  • Provided support in preparing policy documents and presentations for clients.
  • Responded promptly to client inquiries, enhancing customer satisfaction levels.
  • Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
  • Negotiated contracts successfully, securing favorable terms for both the company and clients.

Insurance Sales Manager

General Insurance Services
12.2023 - 12.2024
  • Developed and implemented strategic sales initiatives to enhance market penetration.
  • Led training programs for new sales staff, fostering a culture of continuous improvement.
  • Analyzed market trends to adjust product offerings and optimize sales strategies.
  • Cultivated relationships with key clients, enhancing customer retention and loyalty.
  • Collaborated with marketing team to design targeted campaigns, improving outreach effectiveness.
  • Monitored team performance metrics, identifying areas for improvement and recognition opportunities.
  • Facilitated cross-departmental meetings to align sales objectives with overall business strategy.
  • Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures.
  • Conducted agency sales meetings to communicate agency developments and discuss agents' sales figures and emerging opportunities.
  • Prospected for new business by obtaining client referrals, making cold calls and engaging in business to business sales strategies.

Producer

General Insurance Services,
04.2012 - 12.2023
  • Developed tailored insurance solutions to meet diverse client needs.
  • Managed client relationships, ensuring satisfaction and retention through effective communication.
  • Conducted thorough market analysis to identify emerging trends and opportunities for growth.
  • Collaborated with underwriters to assess risk and determine policy terms.
  • Led initiatives to improve sales strategies, resulting in increased market share within competitive regions.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
  • Worked in high-volume, competitive sales environment.
  • Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.

General Manager

Bob Evans Restaurant
03.1998 - 04.2011
  • Streamlined operations to enhance efficiency and reduce costs across multiple restaurant locations.
  • Led training programs to develop staff skills, fostering a high-performance team culture.
  • Implemented inventory management systems to optimize stock levels and minimize waste.
  • Analyzed customer feedback to identify trends, driving menu improvements and service enhancements.
  • Collaborated with senior leadership on budget planning, ensuring alignment with organizational goals.
  • Established performance metrics for staff, enhancing accountability and service quality across teams.
  • Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
  • Developed and implemented strategies to increase sales and profitability.
  • Effectively managed over 70 employees and 4 assistant managers
  • Successfully reopened a high volume unit and exceeded all company expectations for customer satisfaction, sales growth, and employee training and retention

Education

No Degree - English

Indiana University, Bloomington
Bloomington, Indiana, IN

Risk Management

The National Alliance
05-2016

Skills

  • Account management
  • Client relationship building
  • Market analysis
  • Risk assessment
  • Client relationship management
  • Strategic sales initiatives
  • Contract negotiation
  • Cross-selling strategies
  • Customer retention techniques
  • Communication skills
  • Business development strategies
  • Presentation skills

Certification

Certified Risk Manager, CRM since 2016

Interests

Martial Arts - I am a Martial Arts Master having attainted my 1st Black Belt in 1992 Currently hold Black Belts in 2 styles, 5th degree Black Belt in Tiger Martial Arts Integrated Fighting Systems; 2nd degree Black Belt in Hapkido Training for my teaching certification and 1st degree Black belt in Gongkwon Yusul, a korean mixed martial art


Long Distance Motorcycling - I am an avid long distance motorcyclist and have competed in 2 Hoka Hey Motorcycle Challenges; one of the toughest motorcycle challenges in the world I rode over 10,000 miles, thru 18 states in 12 days to compete the Challenge in 2022 as an Elite Finisher I competed in the 2024 HHMC beginning in Daytona FL riding to Homer, AK Unfortunately, I crashed outside of Billings, MT after riding thru Hurricane Debbie in FL and over 7,000 unforgiving miles across the country

Timeline

Account Executive

Highstreet Insurance Partners
12.2024 - Current

Insurance Sales Manager

General Insurance Services
12.2023 - 12.2024

Producer

General Insurance Services,
04.2012 - 12.2023

General Manager

Bob Evans Restaurant
03.1998 - 04.2011

No Degree - English

Indiana University, Bloomington

Risk Management

The National Alliance

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Thomas Gately