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Colleen S. O’Hara, Chief Client Revenue Growth Officer

Over nearly 20 years Colleen has built a reputation for executing strategic marketing and growth enablement plans that directly impact financial performance and enable clients to realize value accretive outcomes.She brings a sought-after first-hand command of the strategies that elicit engagement, adoption, utilization, and evangelization within agency ecosystems, along with a coveted network within insurance distribution channels.

Known for her expertise and charisma, Colleen has accumulated a prominent network of industry contacts, especially within the highly desirable distribution channels of insurance. She has made a lasting impression on each of her clients, earning consistent repeat and referral business for her growth-oriented approach.

Key Advisory Services

Demonstrated Achievements

  • Restructured marketing team to align with strategic initiatives, generating $750,000 in new revenue within the first eight months and $3.5M over the next three years.
  • Positioned company brand as a prominent leader in the insurance industry, resulting in improved carrier contracts, expanded market opportunities, increased inorganic acquisition lead generation, and accelerated company valuation from $2.4B to $4.7B.
  • Spearheaded the selection, configuration, and implementation of scalable resources and cost efficiencies, resulting in an annual reduction of $200,000 in collective partner agency spend.

Testimonials

How we have helped our clients succeed.

The difference of working with a dedicated team committed to your success I have had the pleasure of working with Colleen on several high visibility projects.. We were involved on the launch of a new strategic initiative within the organization and Colleen was the key resource that ensured its successful launch. Her marketing, communication and event acumen is superb and almost always "spot on."

I have had the pleasure of working with Colleen on many projects over the years. In her role, she has a lot of people pulling her in different directions but she always made us feel like we were her number one priority. Colleen has great vision and helped set clear plans to handle our marketing projects. She is a pleasure to work with and a guru in marketing and event planning. Colleen also appears to have nerves of steel never letting a challenge or time pressures overwhelm her. She dives into the job and always does it with a huge smile on her face. We feel very lucky to know she's in our corner

I have been fortunate to have had the pleasure of working with Colleen. Colleen has lead a number of strategic marketing initiatives in support of our team's national expansion. Her vision and servant leadership have allowed initiatives to progress on and/or ahead of schedule with the end product being better than originally envisioned. In summary, every project she manages/leads seems to end up better because of her involvement!

Perhaps her greatest asset in the final analysis, is her desire to ensure it is done 100 percent - right - all the time. Nothing you can ask more from someone you are collaborating with.