Coralee Holm Email and Phone Number
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With proven strategic leadership, and a specialized focus on property and casualty insurance, my role at Acrisure is to drive operational excellence and employee development within a significant profit center. My mission is to foster an environment where efficiency and service quality are paramount, aligning with Acrisure's commitment to innovation and client satisfaction. I bring a forward-thinking approach to our $90 million annual premium operations, ensuring that our team of 30 is well-equipped and motivated to exceed our goals.Since joining the Business Insurance department, I've implemented robust training programs and a communications strategy that enhances internal workflows and employee engagement. My leadership has been pivotal in chairing the strategic communications committee, where we developed the company's inaugural communications plan, underpinning our commitment to transparency and employee satisfaction. These initiatives are a testament to my dedication to professional development and operational effectiveness in the insurance industry.
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Human Resources DirectorManufacturing Solutions, Inc. (Msi)Belvidere, Vt, Us -
Business Insurance Operations Manager (P&C Licensed)Acrisure Mar 2024 - PresentGrand Rapids, Michigan, Us(Hickok & Boardman was aquired by Acrisure)Provide leadership and supervision to the service and support operations within the Business Insurance department, a profit center with $90 Million in annual premium and 30 employees. Work to ensure the processes, procedures, training, and allocation of resources are available and provided to the Business Insurance department. Developed training and professional development plans for each employee and a framework for onboarding and continuous growth.Develop communications strategy and plan to improve internal communications and employee satisfaction. Chaired the strategic communications committee and created the company's first communications plan.Providing information, resources, and guidance for quality assurance and control to meet high internal and external client service standard.Ensuring that departmental objectives are aligned with strategic and annual goals and objectives. -
Operations Manager (P&C Licensed)Hickok & Boardman Insurance Group Nov 2022 - PresentBurlington, Vt, UsLeading a high functioning team focused on exceptional service, attention to detail, efficiency, and exceeding goals. -
OwnerCoralee A Holm & Associates Jul 2015 - Present
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Director, Community Engagement & Innovation | Human Resources DirectorCity Of South Burlington Jun 2016 - Oct 2022
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Dean Of Operations & AdvancementBurlington College Jan 2015 - Jul 2016Responsible for oversight of College operations including admissions, student services, finance, marketing, fundraising, and facilities. Work closely with the President on business development.Successfully reduced long-term debt by 80%, reduced operating expenses by 35%, and strengthened processes for accounts receivable.Mentored a sales team that successfully returned the admissions funnel to produce sales inline or greater than the College's best years. Following the worst enrollment year in its history, the College has an incoming class that is poised to be the largest ever.Implemented inbound marketing methodology; includes content marketing, SEO, PPC, and social media. Successfully, produced the highest number of leads using this methodology, while eliminating other forms of paid advertising. My role is both as a leader of a small team setting strategy, developing campaigns, and as a producer of content.Facilitate and collaborate with the Board of Trustees and the President to manage the operations of the College including, new partnerships, relationships with community partners, and strategic direction.
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Director Of Development, Marketing, & Community RelationsBurlington College Oct 2012 - Jan 2015As a member of the senior management team, lead the College's advancement, marketing, and communications functions. Serve as the board liaison and . Scope of skills ranges from broad strategic planning to detailed moves management to marketing workflows and revenue generation.BOARD DEVELOPMENT and MANAGEMENT- Serve as the board liaison. Staff the Development, Governance/Nominations, Bylaws, and Executive Committees.- Create and administer board training and orientation program.- Serve as the Alumni Association liaison. Work with new Alumni Association to engage alumni and encourage their support and resources to the College.ANNUAL GIVING- Plan and implement the foundation of an annual giving program. - Expert in direct mail, email and text solicitations, and targeted solicitations.- Data driven results.MAJOR GIFTS- Charged with creating a major giving program and building a portfolio of prospects. Over 18 months, developed a portfolio of more than 150 prospects.- Consistent, personal management of a portfolio of prospects. Facilitate contacts for my prospects, the College president, and trustees.- Provide training to faculty, trustees, and volunteers to cultivate and steward prospects/donors.MARKETING/COMMUNICATIONS- Plan and manage College branding, enrollment marketing, and positioning in the market and community. - Lead team to plan, design, and produce a new College brand; produce award-winning publications; design and publish dynamic new website optimized for enrollment and fundraising; and plan and implement multichannel strategies.- Implement inbound marketing strategies and optimize social and digital media channels.- Plan, design, and publish regular communications with all constituents. OTHER RESPONSIBILITIES- Coordinate and execute college events.- Participated in self-study and preparation of NEASC (accrediting agency) review materials and reporting. Write report to NEASC.- Facilities management.- Operations management.
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Chief Marketing OfficerGlobal Classroom Mar 2011 - Dec 2012Portsmouth, Nh, UsCreated and implemented a full marketing plan, leading to increased sales. Implemented inbound marketing methodology, including a blog, content creation for multiple platforms, and social media. Produced and managed email marketing, direct mail, workflow communications, and multimedia resources. Designed and managed new website for optimal sales funnel CTAs leading to closing sales.Built and managed relationships with clients to help them for increase their revenue streams. -
Administrative And Development Director (Contract/Consult)Children Of The Earth May 2010 - Jul 2011Worked with the founder/executive director to create systems and processes for smooth administration. This included a development and marketing plan. I also created fundraising and marketing materials, wrote and prepared grant proposals. Implemented social media strategies.
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Director, Development & MarketingVermont Adult Learning Sep 2008 - Dec 2010Established a development plan to include annual giving program, planned giving, special events, and foundation support. Created a development committee of the Board of Directors. Implemented a new CRM to manage fundraising efforts. Successfully implemented the plan to create financial support from individual donors, grants, and companies. Identified major giving prospects and moved them toward multi-year pledges.
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Director, Alumni Relations & Annual GivingChamplain College Apr 2004 - Sep 2008Burlington, Vt, UsANNUAL GIVING: - Developed an enhanced annual giving program, including cultivation and stewardship. - Responsible for direct mail, email, phonathon and personal solicitations. MAJOR GIVING: - Managed a portfolio of 100+ major giving prospects for annual and capital campaigns, asks ranging from $1,000 to $1 million.CAPITAL CAMPAIGN: - Responsible for working with groups of volunteers, the development committee of the Board of Trustees, and with a portfolio of prospective/major donors. Campaign resulted in raising more than the goal, ending at $18 million. - Worked closely with VP to initiate the silent phase of the next $35 million capital campaign.SPECIAL EVENTS - Designed and implemented special events for fundraising for specific programs. Successfully raising funds for deserving students, new programs, and capital projects. - Designed and implemented the 50 YEARS ON THE HILL anniversary celebration—a three day multi-event festival celebrating Champlain College's move to its current campus from one building on Main Street.ALUMNI & CONSTITUENTS:- Established an Alumni Association, including bylaws, committees, and securing a board of directors.- Planned and successfully managed an alumni engagement strategy including regular alumni events, career opportunities, and enrollment ambassadors.MARKETING: - ALUMNI—Managed Alumni Magazine, electronic communications, and development communication in collaboration with marketing staff. - DONORS, FRIENDS—managed communications to all constituents (magazine, emails, etc) -
Past President, Bpw/Vt, 2002 Young CareeristBusiness & Professional Women/Usa 2000 - 2007
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Financial AdvisorMerrill Lynch Sep 1999 - Apr 2004New York, Ny, Us
Coralee Holm Skills
Coralee Holm Education Details
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Colby-Sawyer CollegePsychology -
Bfa Fairfax
Frequently Asked Questions about Coralee Holm
What company does Coralee Holm work for?
Coralee Holm works for Manufacturing Solutions, Inc. (Msi)
What is Coralee Holm's role at the current company?
Coralee Holm's current role is Human Resources Director.
What is Coralee Holm's email address?
Coralee Holm's email address is co****@****ail.com
What is Coralee Holm's direct phone number?
Coralee Holm's direct phone number is +180286*****
What schools did Coralee Holm attend?
Coralee Holm attended Colby-Sawyer College, Bfa Fairfax.
What are some of Coralee Holm's interests?
Coralee Holm has interest in Family, Development, Maple Sugaring, Children, Social Services, Human Rights, Gardening, Technology, Marketing, Traveling.
What skills is Coralee Holm known for?
Coralee Holm has skills like Fundraising, Strategic Planning, Marketing, Social Media, Nonprofits, Public Speaking, Marketing Strategy, Community Outreach, Social Media Marketing, Blogging, Leadership, Email Marketing.
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