Carolyn Allan
VP of Marketing at OTIP (Ontario Teachers Insurance Plan)- Claim this Profile
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Bio
Jonatan B.
Carolyn is an excellent leader, she excels at organizing and planning projects. She puts into practice her pragmatic side to ensure that we have a balance on the details while maintaining an overview. She has a gift for staying calm and resilient. She works efficiently and is a team player. I love working with her, because it practically ensured the success of our projects.
Deb Tambling
Carolyn is an exceptional Marketing leader. I've worked with her in several capacities, including people leadership and strategic leader. As a leader of Marketing professionals, Carolyn built strong, engaged, and motivated teams, providing high quality mentorship and guidance that enhanced their success and built future opportunities. As a strategic leader, she develops strong, actionable marketing strategies that reached and surpassed the goals set out in the business. In all capacities, Carolyn works with the utmost integrity, professionalism and dedication, and builds incredibly strong partnerships to bring all stakeholders together working collaboratively to a single, shared goal.
Jonatan B.
Carolyn is an excellent leader, she excels at organizing and planning projects. She puts into practice her pragmatic side to ensure that we have a balance on the details while maintaining an overview. She has a gift for staying calm and resilient. She works efficiently and is a team player. I love working with her, because it practically ensured the success of our projects.
Deb Tambling
Carolyn is an exceptional Marketing leader. I've worked with her in several capacities, including people leadership and strategic leader. As a leader of Marketing professionals, Carolyn built strong, engaged, and motivated teams, providing high quality mentorship and guidance that enhanced their success and built future opportunities. As a strategic leader, she develops strong, actionable marketing strategies that reached and surpassed the goals set out in the business. In all capacities, Carolyn works with the utmost integrity, professionalism and dedication, and builds incredibly strong partnerships to bring all stakeholders together working collaboratively to a single, shared goal.
Jonatan B.
Carolyn is an excellent leader, she excels at organizing and planning projects. She puts into practice her pragmatic side to ensure that we have a balance on the details while maintaining an overview. She has a gift for staying calm and resilient. She works efficiently and is a team player. I love working with her, because it practically ensured the success of our projects.
Deb Tambling
Carolyn is an exceptional Marketing leader. I've worked with her in several capacities, including people leadership and strategic leader. As a leader of Marketing professionals, Carolyn built strong, engaged, and motivated teams, providing high quality mentorship and guidance that enhanced their success and built future opportunities. As a strategic leader, she develops strong, actionable marketing strategies that reached and surpassed the goals set out in the business. In all capacities, Carolyn works with the utmost integrity, professionalism and dedication, and builds incredibly strong partnerships to bring all stakeholders together working collaboratively to a single, shared goal.
Jonatan B.
Carolyn is an excellent leader, she excels at organizing and planning projects. She puts into practice her pragmatic side to ensure that we have a balance on the details while maintaining an overview. She has a gift for staying calm and resilient. She works efficiently and is a team player. I love working with her, because it practically ensured the success of our projects.
Deb Tambling
Carolyn is an exceptional Marketing leader. I've worked with her in several capacities, including people leadership and strategic leader. As a leader of Marketing professionals, Carolyn built strong, engaged, and motivated teams, providing high quality mentorship and guidance that enhanced their success and built future opportunities. As a strategic leader, she develops strong, actionable marketing strategies that reached and surpassed the goals set out in the business. In all capacities, Carolyn works with the utmost integrity, professionalism and dedication, and builds incredibly strong partnerships to bring all stakeholders together working collaboratively to a single, shared goal.
Credentials
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Certificate in Digital Analytics
Canadian Marketing AssociationJul, 2018- Nov, 2024 -
Certified Agency Digital Strategist
Emissary InsightsFeb, 2017- Nov, 2024 -
Certificate in Direct Marketing
Canadian Marketing AssociationApr, 2004- Nov, 2024
Experience
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OTIP (Ontario Teachers Insurance Plan)
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Canada
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Insurance
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400 - 500 Employee
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VP of Marketing
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Sep 2021 - Present
- Define marketing-driven lead generation growth strategies to deliver year-over-year sales growth for all brands operating within OTIP Group of Companies. Primary business brands are OTIP and Orbit brokerages whose products include home, auto, lifestyle and retiree health insurance.- Collaborate with cross-functional leaders to drive core initiatives by providing strategic guidance and go-to-market, lead generation expertise on the company's top strategic priorities.- Set multi-year strategic plans for the Edvantage perks program and translate strategy into execution each year through well-planned, well-measured operations with positive ROI.- Lead 4 distinct teams within one very mature OTIP business, and one newly developing Orbit business. Show less
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Director Of Marketing And Business Development
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Jul 2019 - Aug 2021
- Reporting to the President of Individual Insurance Services, I lead marketing for all brands operating within the OTIP Group of Companies. These include OTIP home, auto and retiree health insurance, the Edvantage affinity program, TW Insurance Brokerage, and TW Insurance Services.- I also lead a highly experienced, professional Business Development team who develop, retain and acquire B2B relationships throughout Ontario's education community and Alberta's group markets.- Combining the efforts across my organization, we instill confidence that our customers can rely on our knowledgeable brokers and claims experts to take care of their unique needs and protect their financial plans, if things don't go exactly according to plan. Show less
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Sun Life
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Financial Services
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700 & Above Employee
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Agile Marketing Director
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Feb 2018 - Jul 2019
• Lead, coach and develop 2 high-performing, cross-functional agile teams who drive personalized, proactive client engagement for Sun Life’s Digital Benefits Assistant program. In 2019, we’ll drive 2.5M digital client engagements.• Develop and evolve a KPI-driven system for the Digital Benefits Assistant program that demonstrates strong alignment with Canadian business units’ objectives.• Define an analytics-driven approach to engage clients at 2 key moments of truth, namely the pre-retirement corridor and within clients’ first year of becoming a Sun Life client.• Measure operational metrics and drive continuous improvement to gain efficiencies. Show less
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Director, Direct Response Marketing
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Feb 2013 - Feb 2018
• Led marketing planning for complex, cross-company business initiatives where numerous stakeholders, including senior officials, played key roles. This includes introducing and evolving Sun Life’s digital coach, Ella, starting September 2017.• Led marketing strategy for analytics-driven Digital Benefits Assistant program that delivers highly relevant, timely, personalized solutions for clients on web, mobile, push communications, phone, social, and at their workplace.• Drove multi-channel contact strategy, creative strategy, and client journey insights to meet financial objectives.• Measured client engagement, and drove continuous improvement through test and learn strategies, with an emphasis on delivering extraordinary client experiences. Show less
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Senior Marketing Consultant
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Oct 2010 - Feb 2013
• Foster relationships and work closely with internal business partners to understand their business drivers and emerging needs in order to propose responsive marketing and communication solutions.• Produce results-driven, integrated marketing and communication plans, ensuring the proposed strategy and tactics will meet the business objectives, have clear measures of success, and be delivered with high quality.
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Manager, Creative Services & Communications
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Mar 2009 - Jan 2011
Led a team of professionals to execute on integrated marketing plans including print, electronic, web and advertising vehicles to multiple sales channels, customers, distribution partners and intermediaries. I also coached and developed the team members, leading to a high-performing team with excellent morale and high retention rates.
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Marketing Communications Consultant
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Jan 2008 - Mar 2009
Working as a member of the Creative Services team within the Individual Insurance and Investments division, I was able to apply my creative writing and consulting skillset. It also allowed me to further strengthen my communication, organization and prioritizing skills.Having excelled in this role, I was promoted to Manager of the team in late-March 2009.
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Marketing Manager
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May 2005 - Dec 2007
Within this role, I was responsible to manage all marketing aspects of a continuity-based direct mail program. This included strategic planning, budgeting and results analysis for all Direct Mail, Telemarketing and Online initiatives. I also lead the introduction of new continuity products & product line extensions within existing continuity program, while planning and overseeing the design of all promotional online and print materials including acquisition materials, customer correspondence, product catalogues, promotional buckslips, invoice forms, outerwraps and product packaging. Show less
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Pinnacle Direct
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Canada
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Advertising Services
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1 - 100 Employee
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Account Manager
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Feb 2002 - May 2005
Pinnacle Direct is a full-service Direct Marketing agency operating in the not-for-profit sector; primarily with Direct Mail. My client accounts included the Canadian Breast Cancer Foundation, Scouts Canada and the Hearing Foundation of Canada. Pinnacle Direct is a full-service Direct Marketing agency operating in the not-for-profit sector; primarily with Direct Mail. My client accounts included the Canadian Breast Cancer Foundation, Scouts Canada and the Hearing Foundation of Canada.
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Program Manager
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May 2000 - Jan 2002
RBR is a fundraising consulting firm; primarily dealing with telefundraising and capital campaigns. My client accounts included the Art Gallery of Ontario (AGO), Toronto Symphony Orchestra (TSO), and Royal Ontario Museum (ROM). RBR is a fundraising consulting firm; primarily dealing with telefundraising and capital campaigns. My client accounts included the Art Gallery of Ontario (AGO), Toronto Symphony Orchestra (TSO), and Royal Ontario Museum (ROM).
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Education
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1993 - 1997
Carleton University
Bachelor of Commerce, Marketing
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