Beatrice Otieno

Enthusiast
DISC Type : i

Director of Business Development at Arete Adjusting, LLC

Carteret, New Jersey, United States

Overview

Beatrice Otieno is the Director of Business Development at Arete Adjusting, where she specializes in marine and cargo insurance claims. She champions an "Intelligent Adjusting" method that uses data analytics to provide clarity and strengthen portfolio performance for insurers. She is also a Certified Project Officer.

Her background includes roles in customer service and finance, where she educated customers on financial planning and insurance policies. This experience in client education and support provides a strong foundation for her current business development role, and she follows major corporations like IBM and Unilever.

Beatrices career uniquely bridges customer-centric financial advising with the highly specialized, data-driven field of international marine claims.

Personality Overview

Non-Confrontational

Optimistic

Story Driven

They are generally friendly, so be careful when relying on their word.  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Marine Insurance Claims
Her core specialty is transforming complex marine and cargo claims into actionable intelligence for Lloyd's underwriters and other capacity providers.
Data-Driven Adjusting
Emphasizes using data analytics and proprietary platforms like Crux© to bring transparency, speed, and intelligence to the claims adjustment process.
Customer Success
Holds a certification in "Sales: Customer Success" and has a background in customer-facing roles, emphasizing proactive communication and alignment.

Media Appearances

Beatrice has no verified media appearances

Work History

5-2025
Director of Business Development at Arete Adjusting, LLC
10-2022 - 6-2025
Customer Service Representative at Fujitsu
6-2022 - 10-2022
Customer Service Representative at Jumia Group
5-2022 - 6-2022
Call Center Agent at TIFA Research
7-2019 - 6-2021
Financial Advisor at Britam

Education

Beatrice has no verified education history

More Information

Social Presence :

Prographics :

Exp : 5 Location : Carteret, New Jersey, United States Job Level : Mid-senior Designation : Director of Business Development at Arete Adjusting, LLC
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Insights For Selling To Beatrice

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Compliment them about their personality if you get a chance
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Avoid overloading them with too much information
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Beatrice is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Beatrice

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Beatrice move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Beatrice take some risk or not?

  • They can take some low-probability risks if needed.

You And Beatrice

Personality Compatibility


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