Julie Halgren, Clu Email & Phone Number

Minneapolis, Mn, Us

Halgren Ventures creates impactful results that propel businesses forward and achieve sustainable success.• Fractional Leadership: Offering flexible, executive-level strategic business and marketing leadership tailored to your unique business needs.• Consulting & Advisory: Providing executive and marketing teams with innovative strategies that bridge expertise gaps, align people and processes, and deliver measurable results, enhancing organizational effectiveness and market positioning.BUSINESS EXPERTISE: Financial Services | Healthcare | Fintech and Insurtech

Minneapolis, Mn, Us

Served on Executive Leadership Team and participated in key strategic and operational decisions.Led marketing and education go-to-market strategy, identified, and delivered key initiatives to drive awareness and revenue generation.Spearheaded organizational rebrand, including redesign and launch of a new website, 4 private resources hubs, and 45+ digital assets in 100 days. Increased new users by 56% and engagement by 84%.Built, managed and mentored the Marketing and Education department, growing the team from 1 to 11 members.Led the creative, positioning, and execution of all Sales, Marketing and Education assets for the technology platform and Individual Coverage Health Reimbursement Arrangement (ICHRA) solution, while driving cross-organizational alignment. Established media relations strategy earning 19 media placements in 2 years and furthered brand awareness by delivering 7 webinars and 9 trade show experiences in under 3 years, resulting in a 20% growth in the sales funnel.Guided the organization through the acquisition and merger of a service-based company, defining the culture, values, and mission to continue to scale the organization

Minneapolis, Mn, Us

Developed framework for market and competitive intelligence. Identified emerging trends, risks and opportunities in the broader business environment, challenged the status quo. Authored white papers and research briefs and led conversations focused on embracing strategies to advance Thrivent’s unique strengths and market position. Counseled senior leaders and key stakeholders on trends, business applications and value provided by advanced technology, data and data analytics, and potential business implications. Initiated and led the research of speech analytics, managed the proof of concept effort, and collaborated with key business leaders in driving the ultimate implementation of the software solution. Speech analytics provided visibility into calls trends, ability to target staff training, and option to feed data-based insights to the broader organization allowing for more informed decision. Managed the Innovation and Development team. Crafted the job family framework, corresponding job responsibilities and career paths for the department in order to attract and retain talent. Trained staff on the development and innovation process, assigned staff to appropriate and challenging work aligned to skillset, experience and career aspirations.

Minneapolis, Mn, Us

Formulated and drove overall strategic vision to increase salesforce product knowledge and effectiveness in helping members reach their financial goals. Spearheaded the marketing and communication strategies for all Thrivent Financial’s protection products and solutions (life, disability income, long-term care and Medicare supplement insurance); aligning with overall corporate objectives and initiatives.Championed strategic and innovative thinking to maintain competitiveness of insurance product offerings; working in collaboration with senior management, sales team, legal partners, and product development. Researched and assessed market trends, identified target audiences, determined viability of product offerings and provided qualified opportunities to field representatives.Guided and managed cross-functional team on market offerings and the product’s relevance in the marketplace, to ensure cohesiveness and alignment of messaging.

Minneapolis, Mn, Us

Developed strategies and insurance marketing initiatives that focused on increasing sales and creating deeper client relationships.Created, managed and executed the marketing strategies and tactics for all insurance products and solutions. Streamlined collateral, reducing expenses by 50%.

Minneapolis, Mn, Us

Provided leadership and collaborated with internal and external marketing partners to develop and execute integrated marketing strategies. Ensured consistent messages across all communications channels. Developed, managed and executed marketing strategies and tactics for new products launched and in-force life insurance products.

Minneapolis, Mn, Us

Researched and assessed market trends, identified target audiences, determined viability of product offerings and provided qualified opportunities to field representatives.Engaged and trained field representatives on benefits of national and local marketing, resulting in increased campaign participation from 30% to 95%.Worked with internal departments to determine feasibility, position and gain internal support to successfully launch new sales concepts to field representatives, increased average life insurance face amounts by 25%.

Bozeman, Montana, Us

Developed and executed product marketing strategies that leveraged data and data analytics; improved market penetration and met revenue goals of organization.Negotiated pricing, conditions and terms of contracts with prospects.Provided marketing leadership on cross-functional team, ensuring sales messaging and marketing Interfaced with Sales and Information Technology staff, ensuring functionality of solutions met market needs.

Bozeman, Montana, Us

Bozeman, Montana, Us

Bozeman, Montana, Us