Director of New Business

Posted on: 2007-01-29

Regina Leigh Herbolt, ACS, AIAA, FLMI 4099 Woodmont Drive Batavia, Ohio 45103 (513) 753-8040 [email protected] CAREER OBJECTIVE: Position with responsibility that requires solid communication, presentation, writing, operations, financial, service and leadership skills and provides professional and personal growth. CREDENTIALS: Series 6 and Series 63 Securities License Ohio Life & Health Insurance License Insurance Industry FLMI (Specializing in Finance), ACS and AIAA designations SPECIAL SKILLS: - Staff development, leadership, influence, and training (printed and presented) - Call center, customer service, agency service, and financial service 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