Colleen Lazanich

Commander
DISC Type : D

CEO at CalNonprofits Insurance Services

Sebastopol, California, United States

Overview

Colleen Lazanich is a transformational leader with over 30 years of experience in the insurance industry, specializing in nonprofits. As CEO of CalNonprofits Insurance Services, she has driven significant growth in revenue and personnel. She holds Certified Insurance Counselor and Certified Risk Manager certifications and is recognized for bridging the gap between underwriting and IT.

Outside of work, Colleen is an avid scuba diver who enjoys exploring exotic locations. She is passionate about contributing to her community and serves on the board of the Walnut Avenue Family & Womens Center. She believes in the value of making personal connections through in-person events and advocates for causes like breast cancer awareness.

Interesting fact: She is a self-described "insurance geek" who genuinely enjoys reading insurance policies and forms to craft the best programs for nonprofits.

Personality Overview

Decisive

Very Quick

Candid & Clear

They like to move fast and expect the same from others.  They are not always relationship oriented. They respond well to strong and respectful communication.

Topics They Care About

Nonprofit Risk Management
As CEO of a leading insurance brokerage for nonprofits, she frequently speaks on topics like fiscal sponsorship and essential insurance coverage for charitable organizations.
Technology Implementation
Her career includes implementing Salesforce and SharePoint, and she is noted for driving operational excellence and modernizing technology within her organizations.
Organizational Transformation
Her role as a "Transformational Executive" is highlighted by her success in growing her agency's revenue from $4. 7M to $12M and nearly doubling its staff.

Media Appearances

Colleen has no verified media appearances

Work History

8-2016
CEO at CalNonprofits Insurance Services
7-2015 - 7-2016
Vice President of Branch Operations at Swett & Crawford, A CGSC Company
10-2014 - 7-2015
Division Operating Officer, Northern CA at Swett & Crawford, A CGSC Company
6-2014 - 10-2014
Senior Underwriter at Riverport Insurance Company (a W. R. Berkley Company)
10-2013 - 6-2014
Manager of Ecommerce Applications at Riverport Insurance Company (a W. R. Berkley Company)

Education

2013 - 2015
Bachelor of Science from Colorado State University Global

More Information

Social Presence :

Prographics :

Exp : 40 Location : Sebastopol, California, United States Job Level : Leadership Designation : CEO at CalNonprofits Insurance Services

Interested in

Art

fusing glass, baking, knitting

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Insights For Selling To Colleen

During A Call Or A Meeting

DO's

  • Make sure that you circle back fast on any action items, it wins their trust
  • Be respectful but crisp
  • Objectively showcase the impact that your product creates

DONT's

  • Avoid being too verbose
  • Avoid being a storyteller and don’t try to oversell
  • Don't try too hard to forge relationships with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Colleen is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Colleen

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Colleen move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Colleen take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Colleen

Personality Compatibility


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