Jake Reid, MRIS

Questioner
DISC Type : c

Commercial Lines Advisor at CoVerica Insurance

Dallas-Fort Worth Metroplex, United States

Overview

Jake Reid is a Commercial Lines Advisor at CoVerica Insurance, specializing in manufacturing and construction risk. A University of Arkansas graduate, he holds the Manufacturing Risk and Insurance Specialist (MRIS®) designation and focuses on building tailored commercial insurance programs that support his clients long-term objectives.

Outside of his professional role, Jake is engaged in faith-based networking and leadership development. He draws inspiration from discussions on perseverance and faith, finding perspective that applies to both his personal and professional life.

He recently saved a client 33% on their total annual premium while simultaneously adding an additional line of coverage.

Personality Overview

Value Seeker

Systematic

Cautious & Analytical

It is quite likely of them to ask for pricing or other concessions.  They prefer to analyze every situation thoroughly.
 While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Manufacturing Risk
Earned a Manufacturing Risk and Insurance Specialist (MRIS) certification and attends industry networking events to deepen his expertise.
Risk Prevention
Shares tips on how strong documentation and safety practices can lead to better premium terms and coverage flexibility for businesses.
Strategic Insurance Savings
Focuses on restructuring insurance programs to provide significant client savings without cutting essential coverage.

Media Appearances

Jake has no verified media appearances

Work History

4-2025
Commercial Lines Advisor at CoVerica Insurance
4-2024 - 3-2025
Sales Development Representative at Qerā Marketing
1-2024 - 4-2024
Digital Marketing Intern at La Ayuda Digital
5-2023 - 8-2023
Commercial Sales Intern at CoVerica Insurance

Education

8-2020 - 12-2023
Bachelor's degree from University of Arkansas
8-2016 - 5-2020
Education details unavailable from Bishop Lynch High School

More Information

Social Presence :

Prographics :

Exp : 2 Location : Dallas-Fort Worth Metroplex, United States Job Level : N/A Designation : Commercial Lines Advisor at CoVerica Insurance
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Insights For Selling To Jake

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jake is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Jake

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jake move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Jake take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Jake

Personality Compatibility


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