Kathleen Welday

Questioner
DISC Type : c

Vice President, Account Executive - P & C Insurance at EXLService.com

Batavia, Illinois, United States

Overview

Kathleen has no verified overview

Personality Overview

Not Easily Convinced

Cautious & Analytical

Price-Sensitive

It is quite likely of them to ask for pricing or other concessions.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Kathleen has no verified topics they care about

Media Appearances

Kathleen has no verified media appearances

Work History

4-2016 - 9-2025
Vice President, Account Executive - P & C Insurance at EXLService.com
Vice President, Claim Operations & Support at CNA Insurance
Assistant Vice President, Human Resources, Talent Development at CNA Insurance
Director, Knowledge & Learning Group at CNA Insurance
Claim Product, Training & Change Manager at Fireman's Fund Insurance Company

Education

Bachelor of Science from Purdue University Daniels School of Business
Certificate from Northwestern University - Kellogg School of Management

More Information

Social Presence :

Prographics :

Exp : 9 Location : Batavia, Illinois, United States Job Level : Senior Designation : Vice President, Account Executive - P & C Insurance at EXLService.com
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Insights For Selling To Kathleen

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathleen is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Kathleen

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kathleen move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Kathleen take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Kathleen

Personality Compatibility


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