Billy Roberts

Examiner
DISC Type : cs

Executive Vice President at Bridge Specialty Group

Greater Philadelphia, United States

Overview

Billy Roberts is an Executive Vice President at Bridge Specialty Group, focusing on spearheading growth initiatives and enhancing collaboration with retail partners. A graduate of Arcadia University, he is described by colleagues as a knowledgeable, helpful, and valuable partner who creates innovative insurance solutions.

Outside of his professional life, Billy is a dedicated family man passionate about community involvement. He actively supports philanthropic causes, notably contributing to the fight against childhood cancer through his involvement with St. Jude Childrens Research Hospital.

Billy is a recipient of the Tangle B Club-Silver award, recognizing his outstanding performance in generating new business commissions.

Personality Overview

Late Adopter

Status Quo Seeker

Tough To Convince

They do not like taking risks at all and go for proven options in the end.  They are thorough and always follow a systematic approach. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Business Growth Initiatives
His current role involves spearheading growth initiatives across all lines of business at Bridge Specialty Group.
Strategic Partnerships
He is responsible for strengthening collaboration between Bridge Specialty Group and its national retail partners.
Innovative Insurance
Peers commend his ability to think outside the box to find quality insurance coverage and solutions for non-traditional needs.

Media Appearances

Billy has no verified media appearances

Work History

1-2026
Executive Vice President at Bridge Specialty Group
4-2015 - 1-2026
Executive Vice President at Brown & Brown Insurance
6-2008 - 4-2015
Executive Producer at Brown & Brown Insurance

Education

1999 - 2003
Bachelor of Arts - BA from Arcadia University
1995 - 1999
Education details unavailable from St. John Vianney

More Information

Social Presence :

Prographics :

Exp : 17 Location : Greater Philadelphia, United States Job Level : Leadership Designation : Executive Vice President at Bridge Specialty Group
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Insights For Selling To Billy

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Billy is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Billy

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Billy move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Billy take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Billy

Personality Compatibility


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