Robert Margeson, ARM, CLCS

Captain
DISC Type : SD

Executive Vice President at Amwins

Atlanta, Georgia, United States

Overview

Robert has no verified overview

Personality Overview

Consummate Professional

Output-Driven

Dynamic But Sincere

They are very professional in their approach and can weigh multiple perspectives together.  They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Robert has no verified topics they care about

Media Appearances

Robert has no verified media appearances

Work History

4-2026
Executive Vice President at Amwins
3-2025 - 4-2026
Senior Vice President at Amwins
3-2022 - 4-2026
Vice President at Amwins
6-2015 - 11-2018
Underwriting Specialist at CNA Insurance
6-2014 - 7-2014
Commercial Lines Producer Intern at Lipscomb & Pitts Insurance, LLC

Education

2010 - 2014
Insurance & Risk Management from University of Mississippi

More Information

Social Presence :

Prographics :

Exp : 8 Location : Atlanta, Georgia, United States Job Level : Leadership Designation : Executive Vice President at Amwins
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't shy away from asking hard questions, but be extra polite
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Robert

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Robert take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Robert

Personality Compatibility


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