Julie Halgren, Clu

Julie Halgren, Clu Email and Phone Number

Fractional Leadership | Integrated Business Planning | Team Building and Management | Research and Competitive Analysis | Thought Leadership @ Halgren Ventures
Julie Halgren, Clu's Location
Greater Minneapolis-St. Paul Area, United States, United States
Julie Halgren, Clu's Contact Details

Julie Halgren, Clu personal email

n/a

Julie Halgren, Clu phone numbers

About Julie Halgren, Clu

You’ve led your business to its current success, but are you struggling to break through to the next level of growth? If the answer is yes, I am your ally in this journey. I offer business and marketing leadership - providing the strategic vision and cohesive alignment your company needs, laying a robust foundation to propel your business forward and upward.I thrive on: • Disrupting the status quo – because you can't expect new results from old methods. • Uncovering customer insights – engaging with customers where they are, on their terms.• Building dynamic teams – placing the right talents in the right roles at the right moments.• Fostering cross-functional collaboration – ensuring alignment across your entire organization.How can I support or help you? Let’s Connect. Send me an email at juliehalgren@gmail.com

Julie Halgren, Clu's Current Company Details
Halgren Ventures

Halgren Ventures

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Fractional Leadership | Integrated Business Planning | Team Building and Management | Research and Competitive Analysis | Thought Leadership
Julie Halgren, Clu Work Experience Details
  • Halgren Ventures
    Fractional Business Leader And Marketing Officer
    Halgren Ventures May 2024 - Present
    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
  • Nexben
    Vice President Of Marketing
    Nexben May 2020 - Feb 2024
    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
  • Thrivent
    Director, Corporate Strategy & Innovation
    Thrivent 2012 - 2019
    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.
  • Thrivent
    Director, Insurance Product Marketing
    Thrivent 2009 - 2012
    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.
  • Thrivent
    Manager, Insurance Product Marketing
    Thrivent 2007 - 2009
    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%.
  • Thrivent
    Senior Life Insurance Specialist
    Thrivent 2005 - 2007
    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.
  • Thrivent
    Marketing Specialist
    Thrivent 2002 - 2005
    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%.
  • Fico
    Market Offering Director
    Fico 2001 - 2002
    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.
  • Fico
    Business Development Manager, Insurance
    Fico 2000 - 2001
    Bozeman, Montana, Us
  • Fico
    Business Development Manager, Financial Services
    Fico 1998 - 2000
    Bozeman, Montana, Us
  • Fico
    Account Executive
    Fico 1992 - 1998
    Bozeman, Montana, Us

Julie Halgren, Clu Skills

Permanent Life Insurance Disability Insurance Annuities Medicare Supplement Insurance Long Term Care Insurance Project Management Forecasting Marketing Budget Strategic Planning Delivering Results Leadership Team Management Accountability Continuous Improvement Series 7 Chartered Life Underwriter Fixed Annuities Leadership Development Marketing Professional Mentoring Insurance Long Term Care Strategy Business Strategy Cross Functional Team Leadership Process Improvement Financial Services Management Business Process Improvement Team Building

Julie Halgren, Clu Education Details

  • Luther College
    Luther College
    Marketing And Finance

Frequently Asked Questions about Julie Halgren, Clu

What company does Julie Halgren, Clu work for?

Julie Halgren, Clu works for Halgren Ventures

What is Julie Halgren, Clu's role at the current company?

Julie Halgren, Clu's current role is Fractional Leadership | Integrated Business Planning | Team Building and Management | Research and Competitive Analysis | Thought Leadership.

What is Julie Halgren, Clu's email address?

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What is Julie Halgren, Clu's direct phone number?

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What schools did Julie Halgren, Clu attend?

Julie Halgren, Clu attended Luther College.

What skills is Julie Halgren, Clu known for?

Julie Halgren, Clu has skills like Permanent Life Insurance, Disability Insurance, Annuities, Medicare Supplement Insurance, Long Term Care Insurance, Project Management, Forecasting, Marketing Budget, Strategic Planning, Delivering Results, Leadership, Team Management.

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