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Insurance New Business Director, Contract, Compliance, Operations, Financial, Tr Resume
rm or branch manager in share's & securities Resume
Regina
US-Ohio-Cincinnati
10+ yrs
Yes
Yes
Director of New Business
Position with responsibility that requires solid communication, presentation, writing, operations, financial, service, and leadership skills and provides professional and personal growth.
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ce management
- Communications and presentations
(Printed marketing & training materials, telephone scripts, and conference presentations)
- Imaging & work flow, design, processing, and production management
- Selection, design, installation, conversion, and operation of various systems and software (including mainframe applications, Microsoft Office, Milestones, automatic work distribution, imaging, Document Direct/COLD, extranet, internet, Lotus Notes)
EXPERIENCE:
10/2001 – 5/2006
OHIO NATIONAL LIFE INSURANCE COMPANY
Cincinnati, Ohio
Director, New Business – 10/2001 to 05/2006
- Manage staff of 60 (new business app processors, case managers, issue associates, policy assemblers, underwriting compliance team, and financial teams)
- Drive technology changes for the department
- Revision and constant improvements to state and federal regulated forms, internal forms, printed materials, training materials, and all communications including telephone scripts, e-mail use, and correspondence to producers and clients.
- Training & presentations to the field (regional meetings and home office schools)
- Management reporting and customer (agent) feed back via surveys
01/2001 – 10/2001
OHIO NATIONAL LIFE INSURANCE COMPANY
Cincinnati, Ohio
Supervisor, Contracting & Licensing – 01/2001 to 10/2001
- Processing for producer contracting, licensing, and state appointments
- Manage explosive growth of Career, PGA, and Institutional Sales Reps
- Reengineer unit and rewrite contracts, applications, and printed materials
- Training and presentations to producers and home office associates
12/95 – 12/2000
COLUMBUS LIFE INSURANCE COMPANY
Cincinnati, Ohio
Manager, Agency Services - 7/97 to 12/00
- Create, train, and manage agency services, licensing, call center, & conservation units
- Write and manage all Columbus Life telephone recordings
- Research and respond to State Insurance Department inquiries
Manager, Financial Services - 12/95 to 7/97
- Mgmt. team member relocating Columbus Life from Columbus to Cincinnati
- Converted policy administration to imaging and work flow technology
- Training & Presentations to producers and associates during schools
- Created excel reports for policy financial data analysis
1/94 - 12/95
UNION CENTRAL LIFE INSURANCE COMPANY
Cincinnati, Ohio
Manager, Conservation & Marketing & Customer Assistance Center – 1/94 - 12/95
- Create, train, and manage Client Assistance Call Center, extending hours to 10 PM
- Revised service forms and instructions and trained field and staff on use and process
- Served on Corporate Compliance Committee & Business Leadership Council
- Designed new Customer Assistance Center, presented to executives, and implemented program (printed materials, presentations, and training)
EDUCATION:
College of Business & Economics - University of Cincinnati
College of Business & Economics - Eastern Kentucky University
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