Heather Allison

Heather Allison Email and Phone Number

Assistant Vice President, Portfolio Manager @ Combined, a Chubb Company
Heather Allison's Location
Columbia, South Carolina Metropolitan Area, United States, United States
Heather Allison's Contact Details

Heather Allison work email

Heather Allison personal email

n/a
About Heather Allison

Experienced leader with a successful history of working in the insurance industry. Skilled in Team Building, Customer Relations, Customer Experience, Client Management, Operations Management, Management, Risk Management, Business Development, and Business Process Improvement. Strong leader with a Bachelor of Science (B.S.) focused in B.S. Health Services Administration, Minor Business Administration from Clemson University.

Heather Allison's Current Company Details
Combined, a Chubb Company

Combined, A Chubb Company

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Assistant Vice President, Portfolio Manager
Heather Allison Work Experience Details
  • Combined, A Chubb Company
    Assistant Vice President, Portfolio Manager
    Combined, A Chubb Company Aug 2023 - Present
    Chicago, Illinois, Us
  • Pacific Life
    Product Owner, Workforce Benefits
    Pacific Life Mar 2023 - Aug 2023
    Newport Beach, Ca, Us
    Responsible for collaborating closely with IT and business stakeholders to create and support customer experience program vision & roadmap development. Primarily focused on the implementation of the digital footprint for the startup Workforce Benefits Division. This includes the public facing website, broker portal, employer portal, and employee portal. Responsibilities include: directly overseeing scrum team delivery of supporting capabilities needed for execution of the roadmap, driving feature definition and delivery for complex and/or large initiatives; content and prioritization authority of the Team Backlog and is expected to lead the development of solutions that effectively meet Program Increment (PI) customer experience objectives, with the least amount of effort, while also maintaining technical integrity; accountable for operational readiness and mobilizing the right people to prepare the business to effectively accept, use and support new capabilities before they are delivered to production; oversees multiple scrum teams and may oversee the contributions of additional Product Owners if needed based on the scope and complexity of the assigned roadmap.
  • Colonial Life
    Director, Mid-Market Acquisition
    Colonial Life Aug 2021 - Mar 2023
    Columbia, Sc, Us
    Responsible for leading the Mid-Market Acquistion strategy and team and partnering with the field to close cases in the 100-499 market. Responsibilities include: managing, developing, and leading a team of marketing consultants; promoting marketing consultants to our field partners to encourage partnership and adoption of home office resource; providing strategic direction of the team; partnering with field and home office partners to ensure alignment of the team with field needs; handling escalations of high priority accounts; reviewing and providing direction on proposal development; monitoring key metrics including close rate, YOY sales, sales plan progress, etc.
  • Colonial Life
    Director, Growth Programs
    Colonial Life Mar 2020 - Mar 2023
    Columbia, Sc, Us
    Responsible for managing and administering Colonial Life’s portfolio of Value Added Services. Responsibilities include: managing, developing, and leading a team of Regional Portfolio Managers; managing a $2M budget; consistently assessing competitiveness of our portfolio of Value Adds; vetting potential new vendors and programs for fit, scalability, and usability; piloting new potential programs to test for success; monitoring key metrics including participation, attendance, utilization, cost to sales, buy rate, etc.; partnering with Home Office and Field leadership to promote utilization; providing strategic direction of the team and portfolio; implementing technology solutions to gain efficiencies and simplify usability; managing the usage of programs to ensure an acceptable cost to sales ratio is maintained; working with business partners to create packages and solutions to win in the marketplace.
  • Colonial Life
    Director, Client Management
    Colonial Life Nov 2019 - Jan 2021
    Columbia, Sc, Us
    Responsible for retaining and maximizing growth in our largest accounts (>500) in the Northwest region. Responsibilities include: managing, developing, and leading a team of Implementation Managers and Relationship Managers; partnering with field leadership to implement a strategy to maximize growth in the large case market segment; providing strategic direction of the team; monitoring key metrics including; YOY sales, sales plan progress, attendance, participation, etc.
  • Colonial Life
    Director/Senior Product Owner
    Colonial Life Jan 2018 - Nov 2019
    Columbia, Sc, Us
    Responsible for collaborating closely with IT and business stakeholders to create and support customer experience program vision & roadmap development. Responsibilities include: directly overseeing scrum team delivery of supporting capabilities needed for execution of the roadmap, driving feature definition and delivery for complex and/or large initiatives; content and prioritization authority of the Team Backlog and is expected to lead the development of solutions that effectively meet Program Increment (PI) customer experience objectives, with the least amount of effort, while also maintaining technical integrity; accountable for operational readiness and mobilizing the right people to prepare the business to effectively accept, use and support new capabilities before they are delivered to production; oversees multiple scrum teams and may oversee the contributions of additional Product Owners if needed based on the scope and complexity of the assigned roadmap.
  • Colonial Life
    Director, Customer Retention
    Colonial Life Jan 2017 - Jan 2018
    Columbia, Sc, Us
    Responsible for driving the creation, implementation, and ongoing enhancement and execution of a policyholder retention team and strategy with the goal of accelerating growth by improving customer persistency and retention.
  • Colonial Life
    Senior Inforce Growth Consultant/ Salesforce Administrator
    Colonial Life Dec 2015 - Jan 2017
    Columbia, Sc, Us
    Develops and administers the Salesforce technology platform used by the account management team. Responsibilities include: initial development and rollout of the system, consistent enhancements to the system, user training and development, maintaining data integrity, providing and developing reporting, and managing workflow.Assumes accountability and ownership for the growth and development of targeted fieldoffices through profitable sales growth from existing clients (accounts). Responsibilites include: identifying and analyzing in-force accounts, partnering with established independent contractor agencies to drive reenrollment strategies that will increase sales, improve client relationships, and cultivate client and policyholder retention.
  • Colonial Life
    Inforce Growth Consultant
    Colonial Life Aug 2014 - Dec 2015
    Columbia, Sc, Us
    Assumes accountability and ownership for the growth and development of targeted fieldoffices through profitable sales growth from existing clients (accounts). Responsibilities include: identifying and analyzing in-force accounts, partnering with established independent contractor agencies to drive reenrollment strategies that will increase sales, improve client relationships, and cultivate client and policyholder retention.
  • Pwc Health Industries Advisory - Vbo
    Operational Growth Coordinator
    Pwc Health Industries Advisory - Vbo Aug 2012 - Apr 2014
    PwC's Virtual Business Office (VBO) serves as an extension to healthcare provider's Business Offices to provide process improvement through healthcare billing and follow-up related services.Manages new and prospective clients and actively reports status and progress of those clients; responds to all prospective client requests for information including RFPs, data requests, analyses, pricing, LOAs, value propositions, etc; creates budgets and financial analysis for all prospective clients; actively involved in pursuit of all new clients; maintains a relationship with PwC colleagues seeking VBO’s assistance; implements new projects by coordinating between managers, client, data team, and IT; participates in on-site presentation of proposals; actively involved in PwC Revenue Cycle Transformation projects
  • Pwc Health Industries Advisory - Vbo
    Project Team Lead
    Pwc Health Industries Advisory - Vbo Feb 2012 - Aug 2012
    Creates and executes project work plans and revises as appropriate to meet changing needs and requirements; identifies resources needed and assigns individual responsibilities; manages day-to-day operational aspects of a project and scope; manages budget and financial analytics; manages team and coaches staff; reviews deliverables prepared by team before passing to client; works daily with client to ensure their needs are being met; effectively applies our methodology and enforces project standards; prepares for engagement reviews and quality assurance procedures; minimizes risk on project; ensures project documents are complete, current, and stored
  • Pwc Health Industries Advisory - Vb0
    Project Coordinator
    Pwc Health Industries Advisory - Vb0 Jul 2010 - Feb 2012
    Coordinates new projects by conferring with the relative project manager; works with the project team, ensuring that each team member understands their responsibilities and accountabilities; serves as the point person for the project by relaying information between the project lead and client and taking responsibility of all paperwork, budgetary information, and progress reports
  • Pwc Health Industries Advisory - Vbo
    Business Development Coordinator
    Pwc Health Industries Advisory - Vbo Aug 2009 - Jul 2010
    Lead all marketing and business development initiatives; worked in client relations, making sure all client needs were met; kept up with business growth/reduction trends; assured all new engagements followed risk management policies
  • Oconee Medical Center
    Intern
    Oconee Medical Center Jun 2009 - Aug 2009
    Assisted Senior Director of Risk and Safety by working in different departments of the hospital including Performance Improvement- served on a LEAN team, Corporate Compliance, Risk Management, OR Education, and Infection Control.

Heather Allison Skills

Process Improvement Project Management Strategic Planning Management Analysis Leadership Management Consulting Team Building Microsoft Office Budgets Leadership Development Financial Analysis Business Development Program Management Business Strategy Change Management Data Analysis Business Analysis Coaching Team Leadership Risk Management Project Planning Business Process Improvement Strategy Government Operations Management Microsoft Excel Meditech Epic Systems Salesforce.com Administration Salesforce.com Implementation Salesforce.com

Heather Allison Education Details

  • Clemson University
    Clemson University
    Minor Business Administration

Frequently Asked Questions about Heather Allison

What company does Heather Allison work for?

Heather Allison works for Combined, A Chubb Company

What is Heather Allison's role at the current company?

Heather Allison's current role is Assistant Vice President, Portfolio Manager.

What is Heather Allison's email address?

Heather Allison's email address is ha****@****ife.com

What schools did Heather Allison attend?

Heather Allison attended Clemson University.

What skills is Heather Allison known for?

Heather Allison has skills like Process Improvement, Project Management, Strategic Planning, Management, Analysis, Leadership, Management Consulting, Team Building, Microsoft Office, Budgets, Leadership Development, Financial Analysis.

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