Dr. Lisa Barbaccio
DBA, PMP

Executive Leadership
Strategic Planning & Transformation
Operations Oversight

Forward thinking Strategy and Transformation Executive with a proven track record in steering organizational strategy and operations to enhance capabilities and drive profitable and sustainable growth.

Expert in aligning stakeholder interests, navigating complex challenges, and propelling continuous improvement to secure superior business results.

Known for executive acumen and an agile approach to leading strategic initiatives amidst ambiguity and complex, matrix environments.

Personal Summary

Executive Leadership
P&L Management
Strategic & Critical Thinking
Project & Program Management
Enterprise Governance
Change Management
Risk Management
Strategic Planning & Execution
Operational Excellence
Thought Leadership
Relationship Building
Process Improvement
Stakeholder Management

Skills & Expertise

Work Experience

Head of Strategy & Business Planning
October 2021 - Present

Drive growth and deliver value through the development, refinement, and execution of organizational strategies. Work cross-functionally to execute on strategic growth objectives. Oversee Business Plan development, execution, and tracking. Monitor revenue performance and enhance Business Plan effectiveness.

Translate organizational strategy into execution, delivering value through major initiatives, programs, and projects.
Identify gaps between strategic goals and current capabilities, developing and driving initiatives forward to create the capabilities needed to achieve organizational goals.
Create and execute business plan communications with executive leadership and organizational stakeholders.

Director, Operations & Business Development
Feb 2017 - Oct 2021

Drove strategic planning and business continuity, process mapping, innovation, risk management, and more to push excellence for a multi-million-dollar organization. Orchestrated business operations and compliance oversight for 3 market lines, constructed strategies to optimize sales and operations.

Achieved a record $65M line of business revenue improvement (140% increase), via targeted strategic planning, improved oversight and governance, and effective change management processes.
Owned Consumer Market P&L. Increased profitability and guided key initiatives for growth and maintenance. Advised stakeholders across the company for similar global efforts.
Established market plans and long-term structuring with executive leadership, directed large-scale operational implementations which decreased group market implementation times by 83%.

National Vice President, Consumer Market
Oct 2014 - Feb 2017

Excelled as the national department head for the Consumer business segment. Developed business strategy and process improvements using an innovative, targeted approach. Governed data-driven strategic initiatives to increase customer loyalty and satisfaction, revenue, and other KPIs while improving operating margins.

Owned Consumer Market P&L. Improved department revenue by 125%, and increased policy growth greater than 100%, through departmental changes and innovative strategies focused on increasing revenue and staff effectiveness.
Reduced service turnaround times by ~25% and increased customer/vendor satisfaction scores through streamlined processes, the use of innovative business structures, and implementation of new technology platforms.
Directed enterprise‐wide operations for the Consumer segment, including oversight of 10 direct reports and a department of 20 employees. Sought as a trusted resource with HR and talent management concepts.

Vice President, Sales
Feb 2014 - Oct 2014

Consulted with C-level executives to build best-in-class benefit and infrastructure for new organizations.

Provided improved methods to monitor cost, reduce liability, and generate revenue against market volatility.
Exceeded meeting‐to‐proposal ratio goal by 56%, delivering 83% proposal production.

Sales & Operations Executive
April 2013 - Feb 2014

Established the new ACA business segment by developing and implementing plans and procedures, managing to regulatory structures, and designing a new channel platform to maximize marketshare. Developed and implemented new products, processes, and organizational structures aligned with regulatory changes. Worked with cross-functional teams to establish channel structures.

Elevated ACA channel performance by 20%+ YOY after revamping operational tasks and initiatives.
Attained 125% of monthly goal for new member targets.

Account Executive
July 2011 - April 2013

Developed and executed strategic account management initiatives and group-specific selling strategies to maximize sales opportunities. Proactively led renewal of annual contracts by negotiating rates, benefit offerings, Analyzed and interpreted client reporting for effective plan management.

Diligently serviced accounts by working to identify trends and seek solutions, leading to above average renewal percentages.
Maintained the largest book of business and consistently exceeded monthly and annual goals.

Account Executive
May 2008 - July 2011

Proactively lead clients through annual contract renewals by negotiating rates and benefit offerings. Coordinated with multiple internal departments to ensure successful benefit launch and exceptional plan maintenance.

Expanded by book of business while competitive markets declined .
Maintained >100% of persistency and retention goals.
Named Quarterly Statewide Retention Leader (all quarters of term) and Annual Statewide Retention Leader for both full year terms (2009,2010).