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Deep-rooted reinforcement of Walkerhughes' acquisitions through strategic appointment of Alison Heitzman

Insurance firm WalkerHughes appoints Alison Heitzman as Senior Manager of Mergers and Acquisitions Integrations, prioritizing smooth transitions and prioritizing human capital expansion.

Agency acquisition specialist Alison Heitzman joins Walkerhughes in a strategic move to further...
Agency acquisition specialist Alison Heitzman joins Walkerhughes in a strategic move to further deepen their commitment to acquired agencies.

Deep-rooted reinforcement of Walkerhughes' acquisitions through strategic appointment of Alison Heitzman

WalkerHughes Welcomes Alison Heitzman as Senior Manager of M&A Integrations

WalkerHughes Insurance, a forward-thinking insurance brokerage based in Indianapolis, Indiana, has announced the hiring of Alison Heitzman as Senior Manager of Mergers & Acquisitions (M&A) Integrations.

In her new role, Heitzman will be responsible for managing the integration processes following mergers and acquisitions to ensure smooth transitions and alignment with the company's goals. WalkerHughes is committed to the long-term success of its acquired agencies, prioritizing thoughtful, human-centered growth.

Benjamin Schoettmer, CEO of WalkerHughes Insurance, stated that Heitzman's expertise in change management will be instrumental in delivering on the promise of honoring the legacy, culture, and people of acquired agencies. Heitzman is a certified Gallup CliftonStrengths Coach and Prosci Change Management Professional, with over a decade of experience in leading complex organizational change, strategic communications, and business operations.

Heitzman expressed her excitement about joining WalkerHughes Insurance, combining her passion for strategic integration with her belief in people-first leadership. She has worked at MetaPhase Consulting, Professional Management Enterprises, and Eagle Hill Consulting, gaining a wealth of experience in leading teams and driving data-informed decisions.

WalkerHughes provides commercial lines, personal lines, and employee benefits services. The company is supported by integrated operations and proprietary technology, ensuring efficient and effective service delivery. Since 2023, WalkerHughes has partnered with BW Forsyth Partners, a Missouri-based private investment firm.

For more information about WalkerHughes Insurance, visit WalkerHughes.com. Media contact for WalkerHughes Insurance is Jennifer Fishering, who can be reached at (314) 917-5260 or [email protected].

WalkerHughes Insurance is a privately held, founder-led retail insurance brokerage that values innovation, community connection, and the people who make it all possible. Heitzman's leadership will be central to ensuring integration efforts are operationally sound and aligned with the values and vision of each agency.

  1. With its focus on tech-driven innovation, WalkerHughes Insurance is dedicated to leveraging data and AI to streamline operations and improve service delivery.
  2. Alison Heitzman, the new Senior Manager of M&A Integrations at WalkerHughes, is a seasoned professional in change management and has a deep understanding of the role AR technology can play in organizational transformation.
  3. Heitzman's diverse career path has taken her through MetaPhase Consulting, Professional Management Enterprises, Eagle Hill Consulting, and now to WalkerHughes Insurance, where she aims to drive strategic growth and foster a culture of diversity-and-inclusion.
  4. WalkerHughes Insurance, backed by BW Forsyth Partners, is investing heavily in its future, hoping to create opportunities in small-business insurance, wealth management, and real-estate financing.
  5. As part of its commitment to entrepreneurship and community, WalkerHughes Insurance offers personalized advice on financial planning, housing market trends, and wealth management for both businesses and individuals.
  6. In an effort to attract and retain top talent, WalkerHughes Insurance prioritizes career development, encouraging employees to explore various aspects of business, including finance, leadership, and communications.
  7. Heitzman's role will encompass not only integrating new agencies but also ensuring the alignment of their goals with WalkerHughes' mission of continuous innovation and people-first leadership.
  8. The acquisitions and integrations undertaken by WalkerHughes will be tailored to preserve the unique culture and expertise of each agency, fostering a dynamic and diverse workplace that values collaboration and forward-thinking approaches.
  9. WalkerHughes Insurance continues to set the pace in the insurance industry, providing comprehensive solutions that meet the evolving needs of their clients, thanks to strategic decision-making, a foresighted approach to tech adoption, and a commitment to strong leadership and growth.

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