
Jerry Moye II, CPRIA
Resident Sales Representative and Office Operations Manager

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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 2001Resident Sales Representative and Office Operations ManagerRecruited to open downtown Philadelphia sales office . Counseled clients on personal lines insurance coverage. Exceeded sales quota.

Pfizer Pharmaceuticals
Jul 2001 - Jun 2004Health Care Representative: Cardiovascular DivisionConsulted 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 2005Medical Device Sales RepresentativeConsultatively 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 2020Accomplished 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 2020Branch Manager/Hiring Manager: Field Operations
Aug 2008 - Jan 2010Sales Manager/Hiring Manager
Apr 2005 - Aug 2008

Bernstein Private Wealth Management
Mar 2020 - Apr 2023Vice President/Private Client AdvisorWhen 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 2023Sales Account Executive
Marsh McLennan Agency
Nov 2023 - nowVice President-Business Development Executive
Licenses & Certifications

Series 7
FINRA- View certificate
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Introduction to Family Office Risk Management
Private Risk Management Association (PRMA)May 2024 - View certificate
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Chartered Private Risk and Insurance Advisor
Private Risk Management Association (PRMA)Mar 2025 
Series 66
FINRA
Life & Health/ Property & Casualty Insurance Licenses
Texas Department of Insurance
Honors & Awards
- Awarded to Jerry Moye II, CPRIA2019 Summer Sales Contest Winner Liberty Mutual Jul 2019
- Awarded to Jerry Moye II, CPRIA2017 Summer Sales Contest Winner - Jul 2017
- Awarded to Jerry Moye II, CPRIA2017 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, CPRIA2016 Summer Sales Contest Winner - 2016
- Awarded to Jerry Moye II, CPRIA2015 Golden Torch Award Winner Liberty Mutual Insurance Dec 2015 Award for Exceeding the Branch New Business Goals
- Awarded to Jerry Moye II, CPRIA2015 Summer Sales Contest Winner Liberty Mutual Insurance Jul 2015
- Awarded to Jerry Moye II, CPRIA2014 Managers' Gold Circle Award Liberty Mutual Insurance
Volunteer Experience
Paul Harris Fellow
Issued by Rotary International
Associated with Jerry Moye II, CPRIAVolunteer
Issued by Rotary International on May 2017
Associated with Jerry Moye II, CPRIAKaty Fund Board Secretary
Issued by Rotary International on Apr 2021
Associated with Jerry Moye II, CPRIAInternational Foundation & Service Chair
Issued by Rotary International on Jul 2020
Associated with Jerry Moye II, CPRIAAdvisory Board Member
Issued by The Y (YMCA) on Nov 2021
Associated with Jerry Moye II, CPRIAAdvisory Board Member
Issued by Mothers Against Drunk Driving (MADD) on Apr 2022
Associated with Jerry Moye II, CPRIA
Languages
- spSpanish
- frFrench
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