Sherry Kotara

Questioner
DISC Type : c

Vice President of Acquisition Integration at Foundation Risk Partners

Gatesville, Texas, United States

Overview

Sherry Kotara is the Vice President of Acquisition Integration at Foundation Risk Partners, with over 15 years of experience in the insurance industry. A purpose-driven leader, she specializes in onboarding strategies and process improvements for newly acquired partners. People who have worked with her describe her as creative, dedicated, and an exceptional performer.

Outside of her corporate role, Sherry is a passionate supporter of community and national service initiatives. She actively promotes veteran support organizations, such as Americas Warrior Partnership, and encourages engagement with programs like AmeriCorps VISTA, reflecting a strong commitment to giving back.

Sherry is a recipient of the prestigious Kendall McEachern Award of Excellence, a significant honor recognizing her outstanding contributions.

Personality Overview

Systematic

Cautious & Analytical

Price-Sensitive

They prefer to fully evaluate every situation.  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

Acquisition Integration
Leads the Integration Management Office, overseeing the onboarding and customer success strategy for 30-50 newly acquired partners at any given time.
Veteran Support
Actively uses her platform to advocate for organizations that support military veterans, including America's Warrior Partnership.
Customer Success
Focuses on designing systems and metrics that drive long-term value and success for both the business and its customers post-acquisition.

Media Appearances

Sherry has no verified media appearances

Work History

5-2024
Vice President of Acquisition Integration at Foundation Risk Partners
3-2022 - 5-2024
Director of Acquisition Integration at Foundation Risk Partners
10-2015 - 5-2024
Director at Foundation Risk Partners
12-2020 - 3-2022
Director of Acquisition Integration at Acentria Insurance
3-2019 - 6-2021
Supervisor, Carrier and Broker Services at Acentria Insurance

Education

2012 - 2014
Bachelor of Arts (BA) from American Military University
2007 - 2009
Associate of Arts - AA from McLennan Community College

More Information

Social Presence :

Prographics :

Exp : 13 Location : Gatesville, Texas, United States Job Level : Senior Designation : Vice President of Acquisition Integration at Foundation Risk Partners
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Insights For Selling To Sherry

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Share as much information as possible regarding your product

DONT's

  • Avoid rushing them, be polite and patient
  • 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 Sherry 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 Sherry

  • 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 Sherry move?

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

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Sherry

Personality Compatibility


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