Jake Spisak

Collaborator
DISC Type : si

Risk Advisor at Relation Insurance Services

Charlotte Metro, United States

Overview

Jake is a commercial insurance and risk management professional at Relation Insurance Services. He leverages his background on both the carrier and broker sides of the industry to help businesses develop risk management strategies. He holds specialized certifications, including Certified Authority on Workers Compensation Insurance, and studied at Appalachian State University.

Outside of his professional role, Jake shows an interest in sports and community networking events, such as attending the Charlotte Touchdown Clubs annual awards banquet. He also follows macroeconomic news, showing curiosity about the market impact of major financial firms and broader economic ripple effects.

His career began in commercial claims, giving him a unique insiders perspective on how coverage and exposures are handled.

Personality Overview

Fair-minded

Consensus Builder

Example Driven

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.  They are more likely to go for proven solutions. Win-win scenarios can appeal strongly to them.

Topics They Care About

Business Preparedness
He connects real-world events, like phone network outages, to the critical need for companies to have up-to-date risk management and insurance strategies in place.
Workers Compensation
He holds a specialized certification as a "Certified Authority on Workers Compensation Insurance", indicating deep expertise in this specific and complex area of risk.
Team Culture
He publicly celebrates his company's growth and acknowledges the achievements of colleagues, showing an appreciation for a positive and successful work environment.

Media Appearances

Jake has no verified media appearances

Work History

9-2022
Risk Advisor at Relation Insurance Services
1-2022 - 8-2022
Client Executive at Sentinel Risk Advisors, LLC
5-2021 - 1-2022
Director of Claims at Sentinel Risk Advisors, LLC
4-2020 - 5-2021
Sr. Claims Specialist II at Liberty Mutual Insurance
9-2019 - 4-2020
Sr. Claims Resolution Specialist (Complex) at Liberty Mutual Insurance

Education

2008 - 2013
Commerical Tourism and Hospitality Management from Appalachian State University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Charlotte Metro, United States Job Level : N/A Designation : Risk Advisor at Relation Insurance Services
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Insights For Selling To Jake

During A Call Or A Meeting

DO's

  • Use phrases like ‘trust me when’, ‘your team will love’ etc.
  • Use testimonials, case studies to show them why it is a low-risk, high-value decision
  • Show them how they look good by making this decision

DONT's

  • Don’t sound very transactional
  • Don’t push them to make decisions very fast, let them take their time
  • Don’t get into excessive details unless prompted

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jake is

  • Relationship and rapport play a major role, followed by low risk and the presence of proof points.
  • Will you ever get a clear answer from Jake

  • They are diplomatic when the need arises; they hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Jake move?

  • They can take their time to reach decisions, even while they stay engaged and friendly.
  • Can Jake take some risk or not?

  • They are unlikely to take many risks.

You And Jake

Personality Compatibility


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