Joanne Helm

Doer
DISC Type : ds

Vice President, Client Strategy at Assurant

Charlotte Metro, United States

Overview

Joanne Helm is a Client Strategy Executive at Assurant, focused on turning ambitious strategy into scalable execution. She specializes in shaping client growth initiatives, aligning sales and marketing, and making company narratives executable and repeatable. She is a University of Regina graduate and is described by colleagues as exemplary, well-organized, and diverse.

Personality Overview

Strategic Planner

Risk-Accepting

Deliberate Doer

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Strategic Storytelling
Her professional focus is on the intersection of story and strategy, ensuring the company's ambition is understood by the market and executable by internal teams.
Women in Leadership
As a member of Chief, a private network for senior women leaders, she actively participates in a community built to drive more women into positions of power.
Leadership and Clarity
Believes that if you can't explain your strategy in 15 seconds, it's a clarity problem, and views achieving that clarity as a core leadership responsibility.

Media Appearances

Joanne has no verified media appearances

Work History

3-2026
Vice President, Client Strategy at Assurant
9-2023 - 3-2026
AVP Strategic and Cross Client Initiatives at Assurant
8-2022
Chief Member at Chief
4-2022 - 9-2023
Lead (SVP) of Strategy for iQmetrix, a Chrysalis Company at iQmetrix
4-2022 - 9-2023
SVP of Strategy for iQmetrix, a Chrysalis Company at iQmetrix

Education

2005 - 2010
Business from University of Regina

More Information

Social Presence :

Prographics :

Exp : 17 Location : Charlotte Metro, United States Job Level : Senior Designation : Vice President, Client Strategy at Assurant
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Insights For Selling To Joanne

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Don't go over them unless you are left with no other option
  • Avoid putting conscious effort into relationship-building
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joanne is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Joanne

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Joanne move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Joanne take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Joanne

Personality Compatibility


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