José Cláudio Milhori

Inquirer
DISC Type : cd

Gerente Comercial MG / CO at Zurich Insurance Company Ltd

Belo Horizonte, Minas Gerais, Brazil

Overview

José Cláudio Milhori is a seasoned Commercial Manager at Zurich Insurance with a substantial career in sales and business development across the Brazilian insurance market. He has a strategic focus on property, casualty, and life insurance, holding an MBA from Centro Universitário UNA.

He is deeply integrated into his professional community as a member of the prestigious "Clube da Bolinha, " an exclusive fraternity for key figures in the insurance sector. He also values family, sharing experiences of visiting company branches with his mother and daughter.

Unique fact: He has previously leveraged his deep industry knowledge as a professor at the Escola Nacional de Seguros.

Personality Overview

Judgemental

Hard To Convince

Demanding

They can be nudged to make faster decisions by offering what they value.  They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Broker Relationships
His career is centered on providing support and consultation to insurance brokers, aiming to build lasting partnerships and drive mutual growth.
Corporate Insurance
Manages a portfolio focused on corporate solutions, including Fleet, Group Life, Property, and various liability insurance products for businesses.
Collaborative Culture
He proudly shares company achievements like the "Great Place to Work" award and makes a point to visit colleagues in different branches, valuing team synergy.

Media Appearances

José has no verified media appearances

Work History

2-2022
Gerente Comercial MG / CO at Zurich Insurance Company Ltd
4-2020 - 12-2021
Gestor de Negócios - Zona da Mata (MG) at SulAmérica
12-2017 - 3-2020
Consultoria Comercial / Vendas at Tranquillità / ACSMinas / Polaris / Bonsucesso
6-2016 - 6-2017
Gerente Filial MG at Berkley International Seguros S.A. (a W. R. Berkley Company)
6-2013 - 3-2016
Gerente Filial at Mitsui Sumitomo Seguros

Education

Master of Business Administration (MBA) from Centro Universitário UNA
Education details unavailable from Universidade FUMEC - Oficial

More Information

Social Presence :

Prographics :

Exp : 11 Location : Belo Horizonte, Minas Gerais, Brazil Job Level : N/A Designation : Gerente Comercial MG / CO at Zurich Insurance Company Ltd
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Insights For Selling To José Cláudio

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Get to the point quickly instead of spending too much time on pleasantries
  • Highlight the competitive differentiation of your product

DONT's

  • Avoid repeating yourself or making generalizations
  • Don't try too hard to get friendly, let it happen with time
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with José Cláudio is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from José Cláudio

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will José Cláudio move?

  • They are neither the fastest decision makers nor the slowest.
  • Can José Cláudio take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And José Cláudio

Personality Compatibility


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