Chris Bartlett

Examiner
DISC Type : cs

Vice President, Sales Leader - Employee Health & Benefits at Marsh McLennan Agency

Orange County, California, United States

Overview

Chris Bartlett is a seasoned sales leader at Marsh McLennan Agency, specializing in employee health and benefits. A Chapman University alumnus, he focuses on producer development and creating value-added insurance programs. He was recently recognized by the Orange County Business Journal as a "Leader of Influence" in insurance for 2023, 2024, and 2025.

Outside of work, Chris is a devoted family man with a wife and two young daughters. He enjoys a range of outdoor activities, including playing hockey, backpacking, and hunting, balancing his professional drive with personal pursuits.

He has been named one of Orange Countys premier insurance brokers shaping the industry for three consecutive years.

Personality Overview

Status Quo Seeker

Overcautious

Tough To Convince

They are thorough and always follow a systematic approach.  The only way to convince them is by showing them examples and ample proof. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Employee Benefits Strategy
His entire career and current role as Sales Leader for Employee Health & Benefits at Marsh McLennan Agency is focused on this area.
Producer Development
A key part of his role involves overseeing sales team growth, strategy, and enhancing the industry knowledge of his producers.
Health Insurance Compliance
He actively shares updates on legislative changes, such as the "One Big Beautiful Bill, " to keep clients informed on compliance matters.

Media Appearances

Chris has no verified media appearances

Work History

4-2023
Vice President, Sales Leader - Employee Health & Benefits at Marsh McLennan Agency
1-2022 - 4-2023
Vice President Business Development - Southern California at Alera Group Orange County
5-2019 - 4-2023
Vice President at Orion Risk Management
10-2015 - 5-2019
Benefits Sales Manager at Brown & Brown Insurance
8-2011 - 5-2019
Benefit Sales Executive at Brown & Brown Insurance

Education

2003 - 2007
Bachelor of Science from Chapman University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Orange County, California, United States Job Level : Senior Designation : Vice President, Sales Leader - Employee Health & Benefits at Marsh McLennan Agency
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Insights For Selling To Chris

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • 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 Chris is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Chris

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Chris move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Chris take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Chris

Personality Compatibility


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