Allen Baker, CRIS, ERIS

Questioner
DISC Type : c

Senior Client Advisor - Specialty Contracting at EPIC Insurance Brokers & Consultants

Birmingham, Alabama, United States

Overview

Allen has no verified overview

Personality Overview

Not Easily Convinced

Price-Sensitive

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to analyze every situation thoroughly.


Topics They Care About

Allen has no verified topics they care about

Media Appearances

Allen has no verified media appearances

Work History

2-2021
Senior Client Advisor - Specialty Contracting at EPIC Insurance Brokers & Consultants
8-2017 - 2-2021
Senior Vice President - Property & Casualty at Valent Group
4-2011 - 8-2017
Principal, Executive Risk Consultant - Specialty Contracting at HUB International
Account Executive: Construction Risk Services at McGriff, Seibels & Williams
Account Executive at Molton, Allen & Williams

Education

2000 - 2002
Bachelor of Arts (B.A.) from Valdosta State University
2007 - 2007
Commercial Lines from The Hartford School of Insurance

More Information

Social Presence :

Prographics :

Exp : 15 Location : Birmingham, Alabama, United States Job Level : Junior Designation : Senior Client Advisor - Specialty Contracting at EPIC Insurance Brokers & Consultants
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Insights For Selling To Allen

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Allen is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Allen

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Allen move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Allen take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Allen

Personality Compatibility


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