Teri Jacobson

Energizer
DISC Type : I

Director SBU Systems Support Proje at Liberty Mutual Surety™

Greater Seattle Area, United States

Overview

Teri Jacobson is a Director at Liberty Mutual Surety™, leading a team focused on business operations analysis and systems support. With extensive experience in operations, compliance, and administration, she is responsible for executing the companys Surety Agency Enablement roadmap. She earned her Bachelors degree from the University of Phoenix.


She has demonstrated a notable career progression within the same organization, advancing from an administrative support role at Safeco to a Director-level position after its acquisition by Liberty Mutual.

Personality Overview

Imaginative

Believer

Big Picture Person

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are always positive and upbeat, so take their promises with a pinch of salt. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Agency Enablement
Her current role involves influencing and executing the Surety Agency Enablement roadmap to align with strategic objectives.
Operational Efficiency
Her career consistently shows a focus on improving business outcomes by enhancing administrative procedures, workflows, and controls to maximize productivity.
Compliance & Risk Control
She has significant experience managing national field operations compliance, supervising e-business activities, and controlling risk.

Media Appearances

Teri has no verified media appearances

Work History

4-2020
Director SBU Systems Support Proje at Liberty Mutual Surety™
11-2014 - 4-2020
Manager Compliance, Controls and e-Busines Support at Liberty Mutual Surety™
3-2011 - 11-2014
Manager National Surety Operations and Administration at Liberty Mutual Surety™
1-2005 - 9-2008
Adminstration Manager at Safeco Insurance
7-2001 - 2-2004
Service Systems Support Coordinator at Safeco Insurance

Education

2001 - 2004
Bachelor's degree from University of Phoenix
1997 - 1999
Associate of Arts (AA) from Edmonds College

More Information

Social Presence :

Prographics :

Exp : 25 Location : Greater Seattle Area, United States Job Level : Mid-senior Designation : Director SBU Systems Support Proje at Liberty Mutual Surety™
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Insights For Selling To Teri

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t assume a yes just because they have not said no
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Teri is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Teri

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Teri move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Teri take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Teri

Personality Compatibility


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