 |
W&S Agency Group (10 months)
| • |
Lead the deployment of a sales distribution strategy to leverage joint functionality of field
and home office sales representatives. Responsible for all aspects of this deployment,
including program management and expansion, staff management, sales strategy development and execution,
and expense control.
|
| • |
Lead the development of a retirement market strategy; work within The Western and
Southern Life Insurance Company and across other management teams within Western & Southern Financial
Group to refine strategies and share best practices.
|
| • |
Served as Project Manager for a consultancy engagement to evaluate W&S Agency Group's distribution model and compensation structure. Responsible for all aspects of project coordination and delivery with ultimate accountability to a Steering Committee that included the CEO.
|
Lifetime Income Solutions Group (3 months)
| • |
Worked with Lifetime Income Solutions Group to research further opportunities in the retirement
market and develop services and tools that match company offerings with consumer needs.
|
| • |
Participated in the development of a new distribution model to significantly improve the relationship
between insurer and customer via a utilization of technology and company expertise.
|
Western & Southern Financial Group (3 months)
| • |
Formed project team with other LDP Associates to evaluate the attractiveness of affinity marketing for
Western & Southern Financial Group, explore partnerships with local professional associations,
and assess potential joint ventures to deliver financial products to special interest groups. The project
team made strategic and tactical recommendations to pursue these opportunities and is currently developing a
formal business plan to identify viable affinity partners, propose an appropriate organizational design, and
specify the necessary resources to commence implementation.
|
Western & Southern Financial Group –
PROSPER (Process Redesign for Organizational Speed, Profit, and Expense Reduction)
(2 months)
| • |
Led the development of a business case for the implementation of a Sales and Service Integration
initiative for The Western and Southern Life Insurance Company; worked on cross-functional team to
develop a strategic deployment recommendation which, ultimately, resulted in an approved initiative for 2007.
|
Columbus Life Insurance Company (9 months)
| • |
Initiated and conducted research into the needs and
wants of affluent consumers as they transitioned from late-stage asset
accumulation into their retirement years. Subsequent to this research, assisted in the
creation and development of a Retirement Income Management Model designed to assist affluent preretirees and
early retirees to maximize retirement distributions while minimizing capital
losses.
|
| • |
Led the implementation of a producer-focused
Client-Building Program pilot designed to package practice management
techniques, leads generation tools, and marketing materials into a coordinated
process. Throughout this process, assumed responsibility for negotiating and determining
contract terms, maintaining vendor relationships, creating and conducting home office and field training,
and executing an effective pilot program.
|
IFS Financial Services, Inc. (9 months)
| • |
Assisted
in the planning and execution of the Integrity Life Insurance Company
integration with Western & Southern Financial Group and IFS Financial Services, Inc.
Worked specifically with the IFS Finance and Accounting
Department to ensure that Integrity Financial Reporting and Commissions
Processing capabilities were transitioned accurately and completely. |
| • |
Led the financial planning process for the Integrity Life Insurance Company,
concurrent with its integration with IFS Financial Services, Inc.
Worked throughout the process to develop a new financial reporting structure
to enable the profitability analysis at
the distribution channel level, along with the development of enhanced
Scorecard Reporting capabilities. |
|
