Beatriz Guimarães de Lima

Questioner
DISC Type : c

Coordenadora de atendimento ao cliente at ISA Saúde

São Paulo, São Paulo, Brazil

Overview

Beatriz Guimarães de Lima is a Customer Service Coordinator at ISA Saúde, specializing in the health insurance sector. Her background uniquely combines a degree in Psychology with a postgraduate qualification in Health Audit and Compliance, underpinning her expertise in customer relations, team leadership, and operational management.

Driven by a constant search for knowledge and challenges, Beatriz is passionate about her professional field. She views her academic and career progression as a confirmation of being on the right path, continually seeking opportunities that contribute to her growth and expertise in the organizational and work-focused branch of psychology.

She holds a postgraduate degree in Health Audit and Compliance, a unique specialization for a customer service leader.

Personality Overview

Not Easily Convinced

Systematic

Price-Sensitive

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to do thorough analysis of any situation. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Healthcare Compliance
Holds a postgraduate degree in Health Audit and Compliance, indicating a strong focus on regulatory standards and quality assurance within the healthcare industry.
Customer Experience
Her career is centered on customer service leadership, with proven skills in CRM, conflict resolution, and managing operational teams to enhance client satisfaction.
Team Development
Possesses extensive experience in team leadership, recruitment, and training, demonstrating a commitment to developing people and fostering effective team dynamics.

Media Appearances

Beatriz has no verified media appearances

Work History

11-2025
Coordenadora de atendimento ao cliente at ISA Saúde
12-2022 - 11-2025
Coordenadora de atendimento ao cliente at Life Empresarial Saúde
12-2021 - 11-2022
Líder de equipe at Dasa
10-2020 - 11-2021
Recepcionista Premium II - Pré Faturista at Dasa
6-2020 - 9-2020
Auxiliar de documentação clínica at BP - A Beneficência Portuguesa de São Paulo

Education

2-2023 - 2-2024
Pós-graduação Lato Sensu from Centro Universitário São Camilo
2018 - 2022
Bacharelado from Universidade Paulista

More Information

Social Presence :

Prographics :

Exp : 7 Location : São Paulo, São Paulo, Brazil Job Level : N/A Designation : Coordenadora de atendimento ao cliente at ISA Saúde
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Insights For Selling To Beatriz

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Beatriz 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 Beatriz

  • 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 Beatriz move?

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

  • Can Beatriz take some risk or not?

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


You And Beatriz

Personality Compatibility


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