Tim Calvert

Observer
DISC Type : ic

Chief Operating Officer at AmeriLife

Clearwater, Florida, United States

Overview

Tim Calvert is a seasoned insurance industry leader and the Chief Operating Officer at AmeriLife. With a background from Boston Consulting Group and Deloitte, he specializes in driving business outcomes at the intersection of strategy, operations, and technology. He holds an MBA from the University of Michigan.

Outside of his executive role, Tims affiliations with the University of Kansas and the University of Michigan suggest a likely interest in collegiate activities and sports. He has spent considerable time in major business hubs through his consulting career, indicating a broad perspective.

Unique fact: Tim previously led the Boston Consulting Groups Life Insurance Practice on a global scale.

Personality Overview

Value Driven

Example Seeker

Assertive

They are generally good communicators and can be hard to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Insurance Sector Growth
His career focus has been on leading transformational growth in the Life, Annuity, and Health insurance sectors at both consulting firms and AmeriLife.
Data-Driven Tools
He is proud of his enterprise data team for building the assets necessary to bring new data-powered tools, like Atlas, to sales professionals.
M&A Integration
As COO, he is directly accountable for Merger and Acquisition integration, a key component of AmeriLife's strategy for scaling its business and unlocking efficiencies.

Media Appearances

AmeriLife® Welcomes Tim Calvert as Chief Operating Officer. Featured in PR Newswire

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Rapidly growing insurance company welcomes new COO. Featured in Business Observer (Florida)

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AmeriLife Group Names Chief Operating Officer, InfoTech EVP. Featured in A.M. Best

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Work History

9-2020
Chief Operating Officer at AmeriLife
11-2017 - 9-2020
Managing Director and Partner at Boston Consulting Group (BCG)
8-2009 - 11-2017
Consulting Principal (Partner) at Deloitte
9-2004 - 8-2009
Consulting Senior Manager at Deloitte
9-2001 - 9-2004
Consulting Manager at Deloitte

Education

1998 - 2000
MBA from University of Michigan - Stephen M. Ross School of Business
1991 - 1995
BS from The University of Kansas

More Information

Social Presence :

Prographics :

Exp : 27 Location : Clearwater, Florida, United States Job Level : Leadership Designation : Chief Operating Officer at AmeriLife
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Insights For Selling To Tim

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tim is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Tim

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Tim move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Tim take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Tim

Personality Compatibility


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