Carrie B.

Energizer
DISC Type : I

AVP Life Business System Solutions at Symetra

Greater Boston, United States

Overview

An accomplished operations and project management leader with 25 years of experience in Life Insurance and Annuities, currently serving as AVP, Life Business System Solutions at Symetra. She holds a Masters degree from Nichols College and specializes in transforming strategic plans into measurable goals. People often call her knowledgeable, supportive, and a superior manager.

There is no publicly available information about her personal life, hobbies, or interests outside of her professional career.

Holds multiple financial and insurance industry designations, including FLMI, AFSI, ACS, and Series 6, 26, and 63.

Personality Overview

Enthusiastic

Relationship Oriented

Big Picture Person

They are people oriented, friendly and like creating new connections.  They are naturally enthusiastic, so take their promise with a pinch of salt. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Insurance Operations
Possesses 25 years of leadership experience managing and redesigning operations for Life Insurance and Annuity products at Symetra and Sun Life Financial.
Change Management
Specializes in driving change and innovation by refining processes, enhancing cross-team collaboration, and leading organizations through periods of unprecedented growth.
Leadership & Teambuilding
Recognized for her ability to develop diverse groups through communication and targeted training, with a focus on empowering and mentoring staff.

Media Appearances

Carrie has no verified media appearances

Work History

11-2017
AVP Life Business System Solutions at Symetra
4-2014 - 10-2017
AVP, New Business Operations at Symetra
2-2012 - 4-2014
Director, New Business Operations at Symetra
12-2011
Associate Director, Life New Business at Sun Life Financial
Senior Manager, Life New Business at Sun Life Financial

Education

Masters from Nichols College
Bachelor of Science from Quinnipiac University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Greater Boston, United States Job Level : Middle Designation : AVP Life Business System Solutions at Symetra
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Insights For Selling To Carrie

During A Call Or A Meeting

DO's

  • Do some small talk, ask them how things are going on their side
  • Share some stories about how you you have helped people in similar positions succeed
  • Be friendly and entertaining in your conversation

DONT's

  • Avoid cutting into their flow
  • Don’t be excessively objective, be a storyteller
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carrie is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Carrie

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Carrie move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Carrie take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Carrie

Personality Compatibility


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