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

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.

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General Manager

AKQA

This was an extremely effective executive strategy session that helped our executive leadership team efficiently navigate through our core strategic objectives. It was exactly what we needed.  The approach was practical and valuable for our specific business and market.

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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.”

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Managing Director

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LSA was very thorough during all phases of our customer service strategy process.  Their time spent with management and our employees went very well.

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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.

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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.

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Laurie Sewell
President & CEO

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Vice President, General Manager

Working on our HR Strategy was so eye opening.  I feel so much better prepared to be successful as a leader individually and collectively.

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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.

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Ted Ramlet
CIO & SVP

McKesson

Having recently completed an acquisition that doubled our size and geographic reach, we needed to redefine our “go forward” plan to address the increasing commoditization of our marketplace.

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We consider LSA our true business partner.

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Michelle A. Mitchell
Vice President, Worldwide Human Resources

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

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I can’t emphasize enough what a huge shift you helped to create for us as an organization. Thanks again for your change management consulting help and guidance.

The clarity, practicality, focus, and accountability are exactly what we needed to make this strategy and major transformation a success from a hearts and minds perspective.

Cris Alvarez
VP Corporate Strategy

LSA Global Cambridge Investment Research Financial Services Client

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