Jerry Moye II, CPRIA

Jerry Moye II, CPRIA

Resident Sales Representative and Office Operations Manager

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  • Timeline

  • About me

    Vice President | Private Client Risk Advisor | UHNW Insurance Risk Consultant | Family Office Risk Management

  • Education

    • Sidwell Friends School

      -
      High School Diploma
    • Swarthmore College

      -
      B.A English Literature
  • Experience

    • Liberty Mutual Insurance

      May 1999 - Jul 2001
      Resident Sales Representative and Office Operations Manager

      Recruited to open downtown Philadelphia sales office . Counseled clients on personal lines insurance coverage. Exceeded sales quota.

    • Pfizer Pharmaceuticals

      Jul 2001 - Jun 2004
      Health Care Representative: Cardiovascular Division

      Consulted with wide-range of medical doctors and staff to increase prescriptions of top-tier prescription medication. Analyzed complex medical studies to provide evidence for medications' therapeutic benefits. Earned Pfizer's 2 top sales awards (Vice President's Cabinet Award and Circle of Excellence Award in 2003)Ranked #1 in Region out of 77 sales representatives and # 4 in Division out of 500+ sales representativesProvided best in class drugs: Lipitor, Viagra, Norvasc and Zithromax for use in medical practices. Earned respect and trust of doctors and staff in Annapolis, Md territory. Show less

    • DePuy Mitek (owned byJohnson and Johnson)

      Jun 2004 - Apr 2005
      Medical Device Sales Representative

      Consultatively sold suture anchors and other devices for use in surgical procedures to surgeons and hospital medical staff. These devices were used for shoulder, knee and hand surgery. Consulted during surgical procedures with surgeons and nurses in operating room. Responsible for providing correct surgical instruments to surgeons and staff for use in these operations.

    • Liberty Mutual Insurance

      Apr 2005 - Mar 2020

      Accomplished multi-award winning sales professional with wide-ranging expertise in management, sales and leadership gained from a consistent record of performance and increasing responsibilities in Fortune 100 companies. Responsibilities include all day to day operations of the branch which include but are not limited to: recruiting, hiring, onboarding, training and motivating a staff of multi-line licensed insurance sales professionals. Ensures the strategic marketing and execution of sales plans to achieve new business policy and premium growth. Areas of expertise include sales management, training, talent management, recruiting and hiring, expense management and achieving customer satisfaction and retention goals across all lines of business. Show less

      • Sales Manager/Hiring Manager: Field Operations at Liberty Mutual Insurance

        Jan 2010 - Mar 2020
      • Branch Manager/Hiring Manager: Field Operations

        Aug 2008 - Jan 2010
      • Sales Manager/Hiring Manager

        Apr 2005 - Aug 2008
    • Bernstein Private Wealth Management

      Mar 2020 - Apr 2023
      Vice President/Private Client Advisor

      When Bernstein started, we disrupted the money management industry and we’re still doing that today. For over 50 years, we’ve been pioneers in discretionary money management and our research-based, integrated approach continues to challenge the status quo. We set out to deliver both independence from conflict and extraordinary service—and today, that rich heritage still guides us.

    • Patra Corporation

      Apr 2023 - Oct 2023
      Sales Account Executive
    • Marsh McLennan Agency

      Nov 2023 - now
      Vice President-Business Development Executive
  • Licenses & Certifications

    • Series 7

      FINRA
    • Introduction to Family Office Risk Management

      Private Risk Management Association (PRMA)
      May 2024
      View certificate certificate
    • Chartered Private Risk and Insurance Advisor

      Private Risk Management Association (PRMA)
      Mar 2025
      View certificate certificate
    • Series 66

      FINRA
    • Life & Health/ Property & Casualty Insurance Licenses

      Texas Department of Insurance
  • Honors & Awards

    • Awarded to Jerry Moye II, CPRIA
      2019 Summer Sales Contest Winner Liberty Mutual Jul 2019
    • Awarded to Jerry Moye II, CPRIA
      2017 Summer Sales Contest Winner - Jul 2017
    • Awarded to Jerry Moye II, CPRIA
      2017 Golden Circle Award Liberty Mutual 2017 The Golden Circle Award is awarded to Branch Managers' who have achieved an average of $15,000 in sales per sales representative on their team for the given year.
    • Awarded to Jerry Moye II, CPRIA
      2016 Summer Sales Contest Winner - 2016
    • Awarded to Jerry Moye II, CPRIA
      2015 Golden Torch Award Winner Liberty Mutual Insurance Dec 2015 Award for Exceeding the Branch New Business Goals
    • Awarded to Jerry Moye II, CPRIA
      2015 Summer Sales Contest Winner Liberty Mutual Insurance Jul 2015
    • Awarded to Jerry Moye II, CPRIA
      2014 Managers' Gold Circle Award Liberty Mutual Insurance
  • Volunteer Experience

    • Paul Harris Fellow

      Issued by Rotary International
      Rotary InternationalAssociated with Jerry Moye II, CPRIA
    • Volunteer

      Issued by Rotary International on May 2017
      Rotary InternationalAssociated with Jerry Moye II, CPRIA
    • Katy Fund Board Secretary

      Issued by Rotary International on Apr 2021
      Rotary InternationalAssociated with Jerry Moye II, CPRIA
    • International Foundation & Service Chair

      Issued by Rotary International on Jul 2020
      Rotary InternationalAssociated with Jerry Moye II, CPRIA
    • Advisory Board Member

      Issued by The Y (YMCA) on Nov 2021
      The Y (YMCA)Associated with Jerry Moye II, CPRIA
    • Advisory Board Member

      Issued by Mothers Against Drunk Driving (MADD) on Apr 2022
      Mothers Against Drunk Driving (MADD)Associated with Jerry Moye II, CPRIA