Jesse Baird

Observer
DISC Type : ic

Process Manager - Enterprise Business Services at State Farm Insurance Inc

Bloomington, Illinois, United States

Overview

Jesse Baird is a Process Manager at State Farm with 25 years of experience in financial services operations, including various insurance sectors. Holding an MBA from UC Davis and a Chartered Financial Consultant certification, he specializes in data analytics, process improvement, and strategic planning for life and health insurance.

He has authored articles on niche insurance topics, including how to handle auto policy claims for medical marijuana and investigating claims arising from business social events.

Personality Overview

Assertive

Example Seeker

Curious

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

Topics They Care About

Insurance Process Improvement
His current role as Process Manager and previous management positions focus on improving customer experience and increasing efficiency through process enhancements.
Life & Health Operations
Has extensive experience leading teams in Life and Health insurance operations, covering service procedures, training, agent compensation, and knowledge management.
Senior Financial Planning
Holds Chartered Advisor for Senior Living (CASL) and Chartered Financial Consultant (ChFC) certifications, indicating a deep expertise in financial planning for seniors.

Media Appearances

Jesse has no verified media appearances

Work History

3-2023
Process Manager - Enterprise Business Services at State Farm Insurance Inc
7-2019 - 3-2023
Training Manager at State Farm Life Insurance Co
9-2016 - 7-2019
Manager - Life/Health Service Procedures at State Farm Life Insurance Co
9-2014 - 9-2016
Manager - Life/Health Operations Support at State Farm Life Insurance Co
Administration Manager at State Farm Life Insurance Co

Education

2000 - 2002
Master of Business Administration (MBA) from University of California, Davis
1987 - 1991
Bachelor of Arts - BA from Occidental College

More Information

Social Presence :

Prographics :

Exp : 11 Location : Bloomington, Illinois, United States Job Level : Middle Designation : Process Manager - Enterprise Business Services at State Farm Insurance Inc
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Insights For Selling To Jesse

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Build rapport, it will come handy to handle hard questions later
  • Help them understand the risk aspect fully while inspiring confidence

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 Jesse is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Jesse

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

Insights For Deal Planning

    How fast (or slow) will Jesse move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Jesse take some risk or not?

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

You And Jesse

Personality Compatibility


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