Yi Coogan

Critic
DISC Type : C

Executive Director, Head of Insurance Case Management and BGA Strategy at JPMorganChase

Short Hills, New Jersey, United States

Overview

Yi Coogan is a life insurance executive at JPMorgan, currently serving as the Head of Insurance Case Management and BGA Strategy. With an MBA from Rice University, she possesses end-to-end experience in the life insurance policy lifecycle, from manufacturing and distribution to post-issue management, underpinned by strong analytical and leadership skills.

Outside of her professional role, Yi is deeply committed to community service. She is a board member at INCLUDEnyc, driven by a personal mission to foster a more inclusive society for children with disabilities. She resides in New Jersey with her husband, two children, and two Corgis.

Her community involvement is personally inspired by her sons journey, fueling her passion for disability advocacy.

Personality Overview

Objective Thinker

Information Seeker

Negotiator

It is very likely that they will negotiate pricing or other important terms.  Unless the value is proven by data, they are unlikely to value fancy features. They like to do things independently and don’t look for support from others.

Topics They Care About

Life Insurance Strategy
Her career at JPMorgan has been focused on life insurance product development, management, and distribution strategy.
Disability Inclusion
Serves on the board of INCLUDEnyc, with a stated personal mission to make society more inclusive for children with disabilities.
Consumer Experience
Believes that delivering value and an excellent end-to-end experience to the consumer is the key to business success.

Media Appearances

Yi has no verified media appearances

Work History

6-2025
Executive Director, Head of Insurance Case Management and BGA Strategy at JPMorganChase
8-2024 - 9-2025
Executive Director, Head of Insurance Case Management at JPMorganChase
8-2021 - 9-2025
Executive Director, Head of Life Insurance Product Dev. & Mgmt. at JPMorganChase
2-2024
Board Member at INCLUDEnyc
9-2017 - 8-2021
Director of Product and Market Intelligence at LIBRA Insurance Partners

Education

2012 - 2014
Master of Business Administration (M.B.A.) from Rice University, Jones Graduate School of Business
2005 - 2009
Bachelor's Degree from Beijing Language and Culture University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Short Hills, New Jersey, United States Job Level : Senior Designation : Executive Director, Head of Insurance Case Management and BGA Strategy at JPMorganChase
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Insights For Selling To Yi

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Be ready to answer many clarity-seeking questions and requests for information
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Do not use very emotional or colorful language
  • Don't give superficial answers, they are easily rattled by them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Yi is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Yi

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Yi move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Yi take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Yi

Personality Compatibility


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