William Gutierrez Rozo

Enthusiast
DISC Type : i

Analista de operaciones at Marsh McLennan

Bogota, D.C., Capital District, Colombia

Overview

William is an Operations Analyst at Marsh McLennan with over five years of experience in the insurance sector, specializing in sales, client services, and operational efficiency. He holds a technical degree in finance from SENA and has a background in training financial personnel on insurance products.

He has direct experience developing training materials and commercial reports to improve team performance and has a strong focus on meeting sales targets and managing key performance indicators.

Personality Overview

Non-Confrontational

Optimistic

Story Driven

They are generally friendly, so be careful when relying on their word.  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Insurance Operations
His current role is Operations Analyst, and his experience includes policy issuance, claims management, and client portfolio administration.
Sales Enablement
He has experience training bank analysts on insurance products and creating commercial reports and support materials to improve sales processes.
Client Management
His career highlights extensive experience in customer service, managing claims and inquiries (PQR), and handling client follow-ups via multiple channels.

Media Appearances

William has no verified media appearances

Work History

12-2025
Analista de operaciones at Marsh McLennan
11-2023 - 12-2025
Especialista en seguros at Chubb
3-2023 - 11-2023
Ejecutivo de cuentas at Subroker de Seguros
2-2022 - 2-2023
Agente de seguros at Cavca - Agencia de Seguros

Education

6-2016 - 6-2017
Tecnico en finanzas from Servicio Nacional de Aprendizaje (SENA)

More Information

Social Presence :

Prographics :

Exp : 3 Location : Bogota, D.C., Capital District, Colombia Job Level : N/A Designation : Analista de operaciones at Marsh McLennan
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Insights For Selling To William

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Compliment them about their personality if you get a chance
  • Invite them for a lunch or a drink/coffee

DONT's

  • Avoid overloading them with too much information
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from William

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will William move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can William take some risk or not?

  • They can take some low-probability risks if needed.

You And William

Personality Compatibility


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