Shari Morlan

Executive Vice President | Commercial Lines & Employee Benefits Consultant | Life Insurance Expert | Authority in Business & Personal Risk Management

Role
Vice President, Commercial Lines Employee Benefits Consultant at Granite Insurance Brokers
Location
Livermore, CA, US
LinkedIn followers
500 followers

About Shari Morlan

Experienced Business Insurance Advisor | Certified Insurance Counselor (CIC)| Helping Businesses Stay Protected & PreparedWith over 30 years in the insurance industry, I specialize in helping business owners navigate the often-complex world of commercial insurance. My mission is simple: to make sure your business is fully protected—without overpaying or being caught off guard by hidden gaps in coverage.Too often,\"cheaper\" insurance policies come with costly surprises, such as uncovered claims or unexpected audit expenses. I work closely with clients to uncover these risks and design custom insurance programs that offer real protection—giving you peace of mind when the unexpected happens. Licensed Property & Casualty and Life/Health Agent (Since 1986) Certified Insurance Counselor (CIC) Loss Control Consultant specializing in Safety Programs & Claims Management Leader of a highly experienced team known for responsive, high-touch customer serviceCore Specialties Include:Workers Compensation | General Liability | Property | Commercial AutoProfessional Liability | Directors & Officers (D&O)| EPLI | Cyber LiabilityLife Insurance | Employee BenefitsIndustries We Serve:Construction & Contracting | Manufacturing | Distribution | Private SchoolsHealthcare & Assisted Living | Restaurants | Technology Firms | And moreWhether you’re a small business or a growing enterprise, I’m here to help you protect what you’ve built—with the right coverage, the right strategy, and a partner you can trust. Let’s connect! I’m always happy to chat about ways to strengthen your insurance program.

Experience

  1. Vice President, Commercial Lines Employee Benefits Consultant

    Granite Insurance Brokers

    Apr 2002 — Present

    360 Lindbergh Ave. Livermore CA 94505

Skills

  • Liability
  • Claims Management
  • Employment Practices Liability
  • Team Building
  • Insurance Brokerage
  • Casualty
  • Risk Management
  • Insurance
  • General Insurance
  • Pay as You Go Workers Compensation
  • New Business Development
  • Human Resources
  • Legal Liability
  • Claim
  • Strategic Planning
  • Property & Casualty Insurance
  • Competitive Analysis
  • Health Insurance
  • Brokers
  • Inland Marine
  • Underwriting
  • Life Insurance
  • Health Savings Accounts
  • Excess
  • Pay
  • Professional Liability
  • D&O
  • Term Life Insurance
  • General Liability
  • Sales
  • Financial Planners
  • Leadership
  • Workers Compensation
  • Commercial Lines
  • Employee Benefits
  • Umbrella Insurance
  • Customer Service
  • Disability Insurance
  • Commercial Insurance

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