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.

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.

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.

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.
• 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.

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.

Bachelor, Business Management

Business Management

Business Administration And Management, General