Marcelo Amorim

Examiner
DISC Type : cs

Diretor de Operações na HDI Seguros at HDI Seguros

São Paulo, São Paulo, Brazil

Overview

Marcelo Amorim is the Director of Operations at HDI Seguros, where he leads the omnichannel customer service center for post-sales support. He specializes in process automation using AI and machine learning, including chat and voice bots. He holds an Executive MBA from the Universidade de São Paulo (USP).

Beyond his professional role, Marcelo is involved in community service. He has organized charitable events to support underprivileged children, providing them with gifts and recreational activities, and actively encourages participation from his colleagues.

He recently completed a second MBA in AI, Big Data, and Data Science, demonstrating a commitment to leveraging cutting-edge technology in his field.

Personality Overview

Process Oriented

Status Quo Seeker

Tough To Convince

Being observant comes to them naturally.  They are always well-planned and adopt a systematic approach. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

AI in Customer Service
Responsible for automating post-sales support using AI, ML, and various bots (chat, WhatsApp, voice) to enhance customer experience and operational efficiency.
Omnichannel Strategy
Focuses on creating a unified and integrated customer experience across all service channels, including digital platforms and traditional phone support.
Operational Efficiency
His role centers on improving customer satisfaction, achieving first-contact resolution, and reducing costs through automation and streamlined post-sales processes for insurance services.

Media Appearances

Marcelo has no verified media appearances

Work History

1-2024
Diretor de Operações na HDI Seguros at HDI Seguros
1-2019 - 6-2024
Diretor de Operações at Liberty Seguros (Brasil)
1-2015 - 12-2018
Diretor de Projetos e LMS (Liberty Managing System) at Liberty Seguros (Brasil)
12-1998 - 12-2014
Treasurer at Liberty Seguros (Brasil)
12-2014
Superintendente Financeiro at Liberty Paulista

Education

1995 - 1996
Executive MBA from USP - Universidade de São Paulo
1987 - 1992
Superior from USP - Universidade de São Paulo

More Information

Social Presence :

Prographics :

Exp : 33 Location : São Paulo, São Paulo, Brazil Job Level : N/A Designation : Diretor de Operações na HDI Seguros at HDI Seguros
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Insights For Selling To Marcelo

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marcelo is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Marcelo

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Marcelo move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Marcelo take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Marcelo

Personality Compatibility


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