Robert Moore, MBA, LUTCF

Robert Moore, MBA, LUTCF

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  • Timeline

  • About me

    Senior Director, Business Strategy, Agency Distribution Solutions | Profitability Partner | Visionary Leader | Youth Baseball and Football Coach

  • Education

    • Marist College School of Management

      2020 - 2023
      Master of Business Administration - MBA Ethical Leadership
    • Syracuse University

      1997 - 2001
      Bachelor's degree Marketing/Marketing Management

      Activities and Societies: Sigma Alpha Epsilon (SAE)

  • Experience

    • Liberty Mutual Insurance

      Oct 2001 - now

      Lead a team of high performing Agency Operations Consultations who partner with Comparion Insurance Agency leadership as well as Direct Distribution (LMIA) leadership to drive top line revenue and overall profit for the insurance agencies.In partnership with Senior Leadership and my team of Agency Operations Consultants, developed strategic priorities for both channels with a focus on diversification, retention, and optimization of our partnerships. Established performance metrics and tools to monitor sales performance, quality, retention, and revenue.Responsible for the growth and care of a $6B book of business across our agent and direct channels.Identify market and competitive trends which allowed our organization to refine our value proposition, as well as focus on risk matching of customers with the appropriate carrier partners.Solicit and integrate feedback from key stakeholders to improve agency offerings, processes, partnerships, and overall value to our agents and customers. Show less Responsible for Managing, Coaching and Developing a team of External Wholesalers to drive Choice Adoption in our Field Sales Offices countrywide. My Team and I are focused on enhancing Liberty Mutual's sales rep value proposition through exceptional relationship building with internal and external partners, communication of carrier knowledge, process expertise, marketing strategies and training. Choice Solutions include but are not limited to -Personal Lines Insurance including Auto, Home, Property, Umbrella & Excess Flood-Small Commercial Insurance-Accident and Health Insurance-Life Insurance-Pet InsuranceMy Team works with our field partners to develop a business plan in each Area/State to drive sales at the Branch Level, each tailored to the needs and dynamics of the offices. Serve as a liason between Field Distribution front line sales and management and our Choice operations and relationship management teams by sharing front-line needs as well as operations strategy.Communicate and drive sales strategies and operation objectives in alignment with Senior, Area and Branch Leadership.Built my Team from the Ground Up! Recruit, select, train, coach and develop Wholesalers that can effectively partner with field management and sales representatives to achieve Choice production and quality goals. Help facilitate and lead Choice problem solving sessions with Choice operations teams and Relationship Management teams. Work with Wholesalers and Zone Management to coordinate and dissemeniate best practices across the country for all lines of business.Reponsible for hitting and exceeding our overall Choice objectives. I have worked to develop and assisgn Wholesaling territories and hold my team accountable to quotas for both Production and Adoption in their assigned Territories. Show less Responsible for the achievement of goals and objectives, including: new business policy sales; customer retention; customer satisfaction, and expense management. Coaches and develops sales and service representatives to exceed goals. Manages continuous improvement in sales and service productivity, ensuring the delivery of quality training and development programs; ensures employee satisfaction and productivity. Maintains proper staffing levels and staffing activities as necessary. Ensures state and federal compliance to applicable laws and regulations.Awarded multiple Branch Manager of the Year Awards, Three time Manager of Excellence, the Manager's Gold and Silver Life Achievement, Management Development Award, Countrywide and Zone Crown Award winner for Life insurance sales, the Manager's Golden Circle Award, Golden Torch Award winner, the Personal Liability Fast Start Award, Manager's Lamplighter Award, and 7 time Liberty Mutual Branch of the Year winner. Show less Sell auto, home, life and other insurance products to individuals and Affinity groups within assigned territory using consultative selling techniques.Identify prospective customers using established lead methods.Counsel and advise prospects and policyholders on matters of protection and coverage.Develop and maintain business relationships with policyholders and within my community. Make group presentations to decision-makers in Affinity organizations.Service and maintain renewal policies.Participate in various incentive programs and contests designed to support achievement of production goals.Meet goals for volume of quality new business quoted and written within company guidelines.Multiple time Liberty Leader, Pacesetter, Pursuit of Excellence, Lamplighter award winner. Life Gold and Silver Circle Award Winner. Show less

      • Director II, Business Strategy

        Jul 2022 - now
      • Regional Manager, Choice Wholesaling

        May 2018 - Jun 2022
      • Senior Branch Manager/Hiring Manager

        Aug 2008 - May 2018
      • Sales Manager

        Mar 2007 - Aug 2008
      • Sales Representative

        Oct 2001 - Mar 2007
  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Robert Moore, MBA, LUTCF
      Branch Manager of the Year Liberty Mutual Insurance 2014 Branch Manager of the Year exceeding Sales Goals (Auto, Home, Life, Life Premium) new Affinity relationships, Customer Satisfaction Goals, superior retention, and Agent Development.
    • Awarded to Robert Moore, MBA, LUTCF
      Branch Manager of the Year Liberty Mutual Insurance 2013 Branch Manager of the Year exceeding Sales Goals (Auto, Home, Life, Life Premium) new Affinity relationships, Customer Satisfaction Goals, superior retention, and Agent Development.
    • Awarded to Robert Moore, MBA, LUTCF
      Branch Manager of the Year Liberty Mutual Insurance 2009 Branch Manager of the Year exceeding Sales Goals (Auto, Home, Life, Life Premium) new Affinity relationships, Customer Satisfaction Goals, superior retention, and Agent Development.