Tracy Berkley

Examiner
DISC Type : cs

Licensed Insurance Agent at Everise

Arlington, Texas, United States

Overview

Tracy Berkley is an experienced sales professional with a background spanning the transportation and insurance industries. Holding a Property and Casualty Insurance License, their expertise lies in sales and customer satisfaction. They possess a unique educational foundation with a degree in Criminal Justice from Midwestern State University.

Based on their professional history, Tracy appears driven by career growth and skill development, consistently taking on new roles and earning industry certifications. Their interest in Forbes suggests a focus on business trends and financial news, reflecting a commitment to staying informed in their field.

Unique fact: Tracy transitioned into the insurance and logistics industry after studying Criminal Justice in university.

Personality Overview

Overcautious

Tough To Convince

Status Quo Seeker

The only way to convince them is by showing them examples and ample proof.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are always well-planned and adopt a systematic approach.

Topics They Care About

Insurance Sales
Has held multiple sales specialist roles at prominent insurance companies like Farmers Insurance and State Farm, and holds an insurance license.
Customer Satisfaction
This is a key skill highlighted in their professional summary, indicating a focus on client relationships and service quality in their sales roles.
Logistics Management
Gained experience in the transportation and trucking industry as a Senior Trade Show Specialist at XPO, a major logistics provider.

Media Appearances

Tracy has no verified media appearances

Work History

10-2025
Licensed Insurance Agent at Everise
4-2025 - 10-2025
Sales Professional at Flex Moving and Storage
3-2025 - 4-2025
Sales Specialist Attales Agency at Farmers Insurance
12-2024 - 3-2025
Sales Specialist at Art Bucks Agent State Farm
7-2024 - 12-2024
Senior Trade Show Specialist at XPO

Education

2008 - 2011
Yes from Midwestern State University

More Information

Social Presence :

Prographics :

Exp : 2 Location : Arlington, Texas, United States Job Level : N/A Designation : Licensed Insurance Agent at Everise
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Insights For Selling To Tracy

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tracy 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 Tracy

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Tracy move?

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

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

You And Tracy

Personality Compatibility


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