James Winkler

Observer
DISC Type : ic

Senior Technical Claims Specialist at Argo Group

Leonia, New Jersey, United States

Overview

James is an attorney and Senior Technical Claims Specialist at Argo Group with a background in complex financial investigations. He is a Certified Anti-Money Laundering Specialist, leveraging his expertise to protect corporate assets and resolve intricate issues. He earned his Juris Doctor from Seton Hall University.

He identifies as a mentor, with a professional interest in major financial institutions like UBS and Prudential Financial. His energy and aptitude are noted for creating synergy across different business lines, showing a collaborative spirit.

Unique fact: James previously served as a Financial Crimes Investigator for the Federal Judiciary.

Personality Overview

Curious

Example Seeker

Assertive

They often ask many questions and rely heavily on information and documentation.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Financial Investigations
He is a Certified Anti-Money Laundering Specialist and previously served as a Financial Crimes Investigator, specializing in protecting corporate assets.
Complex Claims
His career includes roles as Complex Claims Director and Senior Claims Counsel, focusing on handling complex insurance investigations and offering practical solutions.
Professional Mentorship
He lists 'Mentor' as a key part of his professional identity, indicating a passion for guiding and developing others in his field.

Media Appearances

James has no verified media appearances

Work History

4-2021
Senior Technical Claims Specialist at Argo Group
10-2011 - 4-2021
Senior Claims Counsel – Complex Investigations at The Navigators Group, Inc.
10-2009 - 10-2011
Complex Claims Director at AIG
12-2006 - 9-2009
Financial Consultant and Business Development Manager at UBS
8-1999 - 12-2006
Investigator – Financial Crimes at Federal Judiciary

Education

Juris Doctor from Seton Hall University School of Law
Bachelor of Arts (BA) from Fordham University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Leonia, New Jersey, United States Job Level : Junior Designation : Senior Technical Claims Specialist at Argo Group
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Build rapport, it will come handy to handle hard questions later
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from James

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will James move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can James take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And James

Personality Compatibility


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