Experience

Ohio National Financial Services

• United States
• Financial Services
• 400 - 500 Employee

• Assistant Director, Distribution Marketing and Communications

  • Sep 2021 - Present

• Team Lead, Distribution Marketing and Communications

  • Apr 2019 - Present

• Sr. Marketing Communications Coordinator

  • Apr 2014 - Present

  - Marketing point of contact for two largest lines of distribution in company- Lead email marketing efforts for two largest lines of distribution- Facilitate and assist multiple webinars each month- Lead targeted marketing efforts- Member of the social media team- Assist with sales campaigns- Create and edit Brainshark presentations- Support agent recruiting efforts with direct mail and online landing pages- Lead agent compensation communications- Member of the corporate trade advertising "Buzz" team

• Sr. Relationship Case Manager

  • Aug 2012 - Apr 2014

  - Cultivate authentic relationships while providing top-shelf customer service- Provide solutions to lack of communication between workforce and team- Proactively supply information to group of agents to move their business as quickly as possible- Monitor and generate production reports for internal and external clients- Develop team resource manual and other materials- Travel and present for semi-annual sales generator meetings- Keep accurate and timely logs of information for each producer- Manage and organize aspects of team growth and improvement- Train new employees on departmental products and procedures



Ohio National Financial Services

• United States
• Financial Services
• 400 - 500 Employee

• Intern

  • Jun 2007 - Jun 2011

  - Analyzed and reported issues with annuity applications to troubleshooters, processors, and/or upper-management- Processed amendments for up to 200 annuity applications daily- Quality-checked processed policy issuing monies up to $2,000,000 - Analyzed and reported issues with annuity applications to troubleshooters, processors, and/or upper-management- Processed amendments for up to 200 annuity applications daily- Quality-checked processed policy issuing monies up to $2,000,000



Link Direct Marketing

• Intern

  • Oct 2008 - Apr 2009

  - Researched firms from a given list of up to 1,000 and retrieve useful data used for marketing purposes- Reported research and other relevant data in Excel spreadsheets to the owner of company - Researched firms from a given list of up to 1,000 and retrieve useful data used for marketing purposes- Reported research and other relevant data in Excel spreadsheets to the owner of company



University of Cincinnati

• United States
• Higher Education
• 700 & Above Employee

• Student Assistant

  • Sep 2007 - Jun 2008

  - Updated relevant student information and paperwork within files and office on daily basis- Retrieved files for advisors and administration in an organized, efficient, and timely manner- Managed and re-filed students documents after advising appointments - Updated relevant student information and paperwork within files and office on daily basis- Retrieved files for advisors and administration in an organized, efficient, and timely manner- Managed and re-filed students documents after advising appointments