Christopher R Bertram

Evaluator
DISC Type : Dsc

Business Development Executive at Private Client Services, a business of Marsh & McLennan Agency LLC

Philadelphia, Pennsylvania, United States

Overview

Christopher is a High Net Worth Risk Management Consultant at Marsh & McLennan Agencys Private Client Services. He specializes in creating comprehensive personal insurance programs for affluent clients to protect their assets and financial loss potential. He is an alumnus of Penn State University.

His interests include following developments at his alma mater, Penn State University. Outside of his professional life, he likely maintains a keen interest in the universitys community and sports teams, such as the Nittany Lions.

He has unique expertise in niche insurance policies including those for equine, aircraft, and kidnap & ransom.

Personality Overview

Fast But Analytical

Thorough Evaluator

Quality Focused

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

High-Net-Worth Protection
His entire career is focused on personal risk management and asset protection for affluent individuals and families.
Specialty Insurance
He has deep expertise in complex insurance policies for high-value assets like yachts, aircraft, farms, and ranches.
Protecting Collections
He specializes in insurance for valuable articles and collections, and has posted about protecting "prized possessions".

Media Appearances

Christopher has no verified media appearances

Work History

1-2021
Business Development Executive at Private Client Services, a business of Marsh & McLennan Agency LLC
1-2011 - 1-2021
Private Client Services Sr. Sales & Risk Consultant at Marsh
2004 - 2010
Account Executive at Conner Strong

Education

1999 - 2003
BS from Penn State University

More Information

Social Presence :

Prographics :

Exp : 22 Location : Philadelphia, Pennsylvania, United States Job Level : N/A Designation : Business Development Executive at Private Client Services, a business of Marsh & McLennan Agency LLC
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Insights For Selling To Christopher R

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Christopher R is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Christopher R

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Christopher R move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Christopher R take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Christopher R

Personality Compatibility


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