Retention & Reengagement after Restructuring: Insurance

Retention and Engagement During an Insurance Company Consolidation

Client Case Study

Situation

Contemplating the consolidation of many operations centers into just a few locations, a major insurance company was concerned about the risks of low retention and engagement during the eight-month process.

Complications

Potentially high attrition during the transition threatened the company’s core back-office operations. A number of people were being moved to new roles and the Director of Leadership Development needed a unifying approach for re-engaging and focusing people on their work performance.

Approach

  1. 5 Dynamics was chosen as a unifying framework because of its focus on work performance and not personality.
  2. Coaches used the report in working with individuals to identify optimal roles in the new organization.
  3. Teams used the team tools to foster clearer understanding how to focus their energy on performance results.
  4. Managers used the individual reports to understand their employees, identify their strengths and coach them through the change process.

Results

  • The strengths-based focus provided a refreshing view for employees to re-think where their talents could be best used in the new organization.
  • The Director of Learning and Leadership Development reports, “It was easy to use at all levels and has had a major positive impact on engagement and retention.”

Related Information

The strategy and alignment work with our leadership team was absolutely transformational.  The decisions we made combined with the transparency, communication, and accountability were exactly what we needed.  Thank you!

Dr. Raphael B. Merriman M.D
Medical Director, Liver Transplantation

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You have become our premier change leadership strategic partner. Your expertise in the human side of change is unparalleled and enabled our company to successfully implement our ERP Solution under challenging and ever-changing circumstances.

Thank you for your practical and outcome-oriented approach.

Ted Ramlet
CIO & SVP

McKesson

LSA worked with our Executive Leadership Team to help create strategic clarity and alignment as we look to increase our growth rate and unlock innovation.  They masterfully handled very complex, challenging, and high stakes leaders, decisions, and cultural nuances to help us identify what matters most and move toward one unified direction.

Their practical, straightforward, and client-centric approach to strategy was refreshing.  I highly recommend them to any executive team looking to get aligned to create even higher performance.  They are lights out awesome!

Patrick Resk
Chief Financial Officer, Partner

Porter-Novelli-Logo-LSA-GLOBAL

Having tripled in size and recently merged, LSA helped our executive team to increase our level of strategic alignment, to solidify our new direction, and to push our agency forward.

As we look to rapidly scale, the clear, actionable, and critical few strategic moves combined with how we differentiate ourselves to our top accounts and target clients has really set us on a great path to success.

This is exactly what we needed to get to the next level. Thank you LSA!

Matt Britton
CEO

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At a time of change in our marketplace, LSA Global did an exceptional job helping our executive team create strategic clarity by helping us to define, clarify, and prioritize our corporate vision, mission, values, differentiation, target clients, strategic priorities, success metrics and key roles.

They beautifully navigated a very difficult and fuzzy situation, respectfully cleared out all of the cultural elephants, and shared impactful insights and leadership development theories along the way. They have transformed our business.

Laurie Sewell
President & CEO

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LSA helped us to create the strategic clarity and alignment we needed for our team to thrive.

The practical, no-nonsense, and outcome-oriented approach really helped us all get on the same page strategically and set us up to be a high performing leadership team to focus on what matters most.

Michael Carter
VP Human Resources

Samsung

The LSA customized Organizational Alignment Survey gave us a comprehensive view of how our employees experience our culture, talent, and strategy.

The systemic approach provided us with a great forum to discuss the strengths and opportunities in our organization, and then to quickly get focused on the key actions critical to executing our business and people strategies.

Mark Forrest
General Manager, FSM Division

Trimble

LSA’s executive coach based his approach on understanding our business circumstances and strategy, as well as our leadership aspirations. The customized coaching covered all aspects of leadership; it was not simply a touchy-feely endeavor.

In fact, the focus on clear business outcomes and real life circumstances challenged me as a senior leader to develop my thinking and actions related to leading the business.”

Janet Pagano
Managing Director

Ovid

Having taken on a new executive leadership role, one of my first calls was to LSA Global to help my leadership team to design, implement, and cascade clear strategic plans.  First, LSA helped our leadership team identify the strategy, culture, and talent areas that mattered most to create organizational alignment.

Then they helped facilitate the design of a strategic growth plan that is clear, compelling, believable, and implementable. We now have 100% commitment from an aligned leadership team and key stakeholders going forward.

I would recommend LSA to anyone who wants to create high levels of strategic alignment, growth, and performance.

Erik Arvesen
Vice President, General Manager

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We recently hired LSA to help us take our client delivery methodology to the next level as we continue to grow and help our clients succeed.

The custom strategy and design session exceeded our expectations. They really understood our business and delivered within tight time frames. They were the best I have seen for this type of complex, visible, and strategic work.

LSA’s ability to get a group of 20+ executives from around the globe on the same page, push their thinking to new heights, and ensure an executable plan was excellent.

I would recommend LSA to anyone looking to take their strategy and strategic execution to the next level.

Rob Sturgeon
EVP Client Delivery

Service Source

Great job in designing the Mergers and Acquisition strategy session for our global leadership team. The session was excellent.

I gained additional insight on the importance of the role of HR regarding strategy, culture, and people in Mergers and Acquisitions and would recommend LSA to anyone looking to align strategies and cultures.

Gloria Veon
Senior Vice President, Human Resources

Fujitsu

Thanks a million for the great strategy and cultural alignment session for our global leadership team.

Your experience and patience to expertly deal with the inherent and complex challenges between business units uncovered many hidden truths that created a great roadmap for us to move forward as a unified leadership team.

I recommend LSA to any leader looking to shape and align organizational culture.

Juan Plaza
Geospatial Sales Manager, Latin America

Trimble

LSA has a tremendous ability to distil complex, multilayered challenges into meaningful, impactful, and clear strategies and action plans.

The time we invested as a leadership team to get aligned was well spent in gaining laser focus and identifying ways to prioritize what was meaningful individually and as a team. The facilitation and leadership style was direct, firm, and compassionate.

LSA provided the high level thinking and support for our team to co-create in a rapidly scaling business.

Bindu Garapaty, PsyD
VP, Talent and Inclusion, Diversity, & Equity

Impossible-Foods-Logo-LSAGlobal

As a high growth agency with cutting edge talent, we hired LSA Global to help clarify our strategy and work with our executive leadership team to help implement strategic changes in a way that made sense for our unique culture.

The work was so successful that we also hired them to coach our key leaders. LSA has been instrumental in helping us transition to a new leadership team and triple revenue.  In this age of useless consultants, I highly recommend their practical and business-oriented approach to strategy, culture, and talent.

David Bentley
General Manager

AKQA

We selected LSA Global over 5 other companies to help our key executives improve their overall communication and executive presentation capabilities. LSA exceeded our expectations.

I highly recommend LSA to any executive team looking to better organize and more effectively deliver key executive-level messages — especially when the stakes are high.

Todd Power
Office of the CEO

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