Julie O’Hara

Evaluator
DISC Type : dsc

Senior Claims Adjuster at Echelon Insurance

Greater Ottawa Metropolitan Area, Canada

Overview

Julie O’Hara is a Senior Claims Adjuster at Echelon Insurance with over 20 years of experience handling automobile, property, and CGL claims. She is a dedicated, empathetic, and organized professional with excellent communication skills in both English and French. Her comprehensive background spans brokerage, underwriting, and various claims tasks.

Personality Overview

Thorough Evaluator

Fast But Analytical

Quality Focused

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Claims Management
Possesses over two decades of experience handling diverse insurance claims, including automobile, property, accident benefits, and bodily claims, from beginning to end.
Customer Service
Has a long history in customer-facing roles and prides herself on being an empathetic communicator who remains calm in various situations.
Bilingual Communication
Offers excellent analytical, written, and communicative skills in both of Canada's official languages, French and English.

Media Appearances

Julie has no verified media appearances

Work History

8-2023
Senior Claims Adjuster at Echelon Insurance
3-2022
Autombile claims adjuster at Definity
11-2021 - 3-2022
Insurance Broker at Trigon Insurance Brokers Ltd.
9-2014 - 11-2021
Claims Professional at Travelers
1-2014 - 9-2014
Assistant Underwriter - Specialized Risk Division at Encon Group

Education

Education details unavailable from College Catholique Samuel Genest

More Information

Social Presence :

Prographics :

Exp : 23 Location : Greater Ottawa Metropolitan Area, Canada Job Level : N/A Designation : Senior Claims Adjuster at Echelon Insurance
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Insights For Selling To Julie

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julie is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Julie

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Julie move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Julie take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Julie

Personality Compatibility


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