Alisha Jacobs Email & Phone Number

United States

Leads the regional strategic planning for Americas markets, key initiatives and oversees the execution and implementation of the work. Leverages business knowledge to analyze, support and execute strategy in driving the organization towards results through organic growth and acquisition. Leads innovation focus and team to local markets ensuring innovation within US/LA is concentrated around in-force, new forms of distribution(insurtech), mortality risk services and delivery mechanisms. Leads the Client & Marketing Services team, responsible for driving new business, increasing client engagement and satisfaction through execution of strategic sales enablement and client marketing activities.

Charlotte, North Carolina Area

Lead the Life and Employee Benefits business strategy, business development, communications. Responsible for developing a cohesive, compelling strategy and vision to guide overall business plans. Communicate the strategic vision for the organization and facilitate socializing the strategy to the organization. Collaborate across the business lines to share best practices and leverage partnership opportunities. Lead initiatives to create a culture of empowerment and engagement, with a focus on people development.

Charlotte, North Carolina

Charlotte, North Carolina Area

Responsible for managing and supporting the Individual Life and Employee Benefits businesses in the development of strategy, tactical planning and execution, and business reporting.

Charlotte, North Carolina

Responsible for Life Operations team business planning and strategic initiative implementation. Managed key initiatives designed to achieve business objectives, identify and enhance operational efficiency. Responsible for planning and developing content used for business meetings. Annual budget preparation and reporting for operations areas.

Charlotte, Nc

• Lead business project management activities for multiple enterprise technology initiatives. Accountable for leading complex projects measuring success in on-time delivery, budget, scope, quality and user-acceptance. • Partner with key stakeholders to attain the business goals and objectives, quantify business benefits and opportunities and present formal recommendation to business executives. • Lead operations efforts in establishing business requirements for detailed technology and process design development. • Develops detailed project schedules, assesses risk and builds viable mitigation strategies. • Ensures adequate user acceptance testing is conducted against business requirements, results documented and are approved for successful implementation. • Coordinates efforts to develop new or revised processes/procedures for impacted business areas. • Leads communication and implementation strategies, as well as defining any post-implementation support model. • Serve as mentor and coach for project team members, assisting with direction and articulation of project status updates and recommendations. • Manage consultant and vendor relationships and contracts.

Charlotte, North Carolina Area

2005 - 2009 - Life Claims and Disbursements 2009 - Present - Life Policyholder Services• Hire, develop and manage a team of 25 experienced and diversified customer service analysts, focusing on improving employee capacity and broadening knowledge levels to promote value for the organization. • Monitor daily work volumes, allocate and request resources where needed. Report unit status and take actions necessary to improve status. Develop metrics and scorecards to promote focus on improvement of essential processes. • Manage co-location of business done by offshore partners. Process Owner for team of 25 offshore analysts. Manage and address technical concerns, quality and training issues and load balancing. • Coach and develop analysts in job roles, including production, quality, customer service, communication and teamwork. Conduct performance reviews, salary actions, reward/recognition and disciplinary actions.• Manage project impacts on the business environment. Identify opportunities to mitigate risks and develop benefits from strategic initiatives that impact end-line business users. Coordinate gathering and documenting business requirements from peer leaders. Provide guidance to executives on business impact risk-management.• Participate in Six Sima mapping and improvement processes to create efficiencies and improve customer satisfaction related to customer service processing. Contributed to the success of the Claims team’s achievements of “3 Sigma” in timeliness and accuracy. • Manage internal and external audits, including documentation and reporting for financial and Sarbanes-Oxley controls.

Charlotte, North Carolina Area

• Served as the Strategic Initiative Trainer, designing, coordinating and delivering special training projects including Financial Advisor Development, New Hire Academy and e-Service training programs. • Served as the project manager and functional trainer for an international outsourcing of back-office processing. • Conducted feasibility process, leading group through mapping and problem solving for implementation planning and recommending plans to senior executives for guidance and alignment. • Served as primary trainer, documenting and delivering training in India.• Assisted with post implementation process, ramp-up monitoring, concurrence & recognition events.• Conducted training for New Hire Academies, functional training & training plan development for areas and reported critical post-training metrics. • Worked on various key initiatives including internal process improvements, Sarbanes-Oxley controls documentation and product-specific resource teams.• Responsible for setting, planning and tracking department’s training goals, conducting quality reviews, monitoring and coaching employees for quality and production expectations. • Monitored daily work volumes, including financial controls.

Bachelor, Business Management

Business Management

Business Administration And Management, General