James Kapothanasis

Examiner
DISC Type : cs

Account Executive - Commercial Lines at Cross Insurance

Portland, Maine, United States

Overview

James Kapothanasis is a Commercial Lines Account Executive at Cross Insurance, specializing in property and casualty insurance and risk management. With a background in finance from Endicott College and prior experience as an underwriter at Unum, he focuses on providing strategic insurance solutions for businesses.

Outside of his direct role, James is actively involved in professional associations, notably supporting the Construction Financial Management Associations Maine chapter. He publicly celebrates his clients successes, showing a genuine investment in their achievements and a strong sense of professional community.

He serves as a Director on the board for the Maine Chapter of the Construction Financial Management Association (CFMA).

Personality Overview

Tough To Convince

Unexpressive

Overcautious

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Construction Industry
Serves as a Director for the Maine Chapter of the Construction Financial Management Association (CFMA) and promotes its scholarship events.
Commercial Risk
His career, from underwriting at Unum to his current role at Cross Insurance, is centered on evaluating and managing business risk.
Marine Insurance
He publicly celebrates successes for clients in the marina industry, indicating a professional focus or strong interest in this sector.

Media Appearances

James has no verified media appearances

Work History

3-2021
Account Executive - Commercial Lines at Cross Insurance
2-2020 - 3-2021
Associate Underwriter at Unum
7-2016 - 2-2020
Senior Life Waiver Specialist at Unum
6-2014 - 8-2014
Summer Intern at Macpage LLC

Education

2012 - 2016
Finance from Endicott College
2014 - 2014
Finance from The American College of Greece

More Information

Social Presence :

Prographics :

Exp : 10 Location : Portland, Maine, United States Job Level : Middle Designation : Account Executive - Commercial Lines at Cross Insurance
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from James

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will James move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can James take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And James

Personality Compatibility


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