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W&S Agency Group (current 6 months)
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Worked with the marketing data warehouse team to develop a statistical analysis to prove and disprove
theories about sales made to households with income levels below our target market;
important topics included product mix, agent compensation, agent demographics, and product
profitability in high lapse segments; presented findings in a half-day presentation to
John Barrett, CEO, and all of his direct reports followed by similar presentations to the president,
sales officers, and marketing officers of W&S Agency Group and the entire actuarial department.
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Investigated the use of credit scores in life insurance underwriting; researched legal considerations,
costs, and effects on profitability and sales; presented findings to the President of W&S Agency Group and
his direct reports.
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Developed a "meeting-in-a-box" with the AVP and manager of conservation for District Sales Managers to
present to their agents; my portion of the presentation focused on specific examples of how
setting up pre-authorized checking deductions could improve policy persistency and agent compensation;
these efforts resulted in an immediate 10 percent improvement in percentage of accounts sold on PAC in the
following month.
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Led an effort to document a list of successful prospecting activities currently used in the field
through office visits and district sales manager, sales manager, and agent interviews;
after learning of the local efforts of one enterprising agent, developed a formal relationship that
resulted in a national alliance between W&S Agency Group and a national bridal store.
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Western & Southern Financial Group – Affinity Marketing (ongoing)
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Serve as the relationship manager between Western & Southern Financial Group and the Academy
of Medicine of Cincinnati, Western & Southerns first enterprise-wide affinity marketing arrangement.
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Eagle Realty Group, LLC (7 months)
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Coordinated the production of Eagles 2008 Strategic Business Plan, performing market research,
internal interviews, and financial analysis, and working with departmental leaders to develop
strategies and goals.
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Analyzed GAAP accounting impact of major refinancing transactions.
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Formed observations and made recommendations to the President of Eagle Realty Group with respect to
overall strategy and, specifically, to each business line.
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