
Nicholas Baird
Circulation CIS Representative

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About me
Financial Services & Customer Service Professional • Servant Leader • Team Builder • Talent Developer
Education

Northern Kentucky University
2015 - 2019Bachelor of Science - BS Business Administration Magna Cum LaudeActivities and Societies: Alpha Sigma Lambda Honor Society

University of Cincinnati
2002 - 2007DAAP - Ceramics/Sculpture - Fine Art
Experience

Gannett | USA TODAY NETWORK
Jun 2003 - Jul 2009Circulation CIS RepresentativeResponsible for data entry on special promotional sales offers, as well as coordinating the circulation of the School Newspaper Program and all Mail Subscriptions services.

Fifth Third Bank
Oct 2009 - Feb 2010Customer Service Professional IICustomer service representative in the Fifth Third Customer Care Center, specializing in Checking and Savings accounts.

Convergys
Jul 2010 - Apr 2011Technical Support RepresentativeExpertly provided technical support for AT&T U-verse customers who experienced issues with their VOIP phone, internet and/or cable TV services.

Ohio National Financial Services
Apr 2011 - Nov 2020Oversaw the operations of the Annuity Call Center. Responsible for a team of 20-30 FINRA licensed registered representatives. • Developed a strategic plan to expand roles and responsibilities within the APS department to create more career path opportunities and increase employee retention and development • Performed statistical analysis on historical call volume for senior management to forecast accurate service levels and staffing needs.• Worked collaboratively with cross-functional management peers within Annuity Operations to ensure crucial company and functional area strategic initiatives were executed successfully.• Represented Annuity Operations on multiple innovation projects, including one project that I designed and coordinated a complete overhaul of Ohio National’s three largest inbound phone lines to increase efficiency for IT and improve the external user experience. Show less Led a team of 8-13 phone reps and assisted with the day-to-day operational functions of the call center. • Coached team members to improve individual performance by performing call reviews, quarterly 1-on-1s and annual reviews. Developed multiple future leaders within APS and throughout the organization.• Lead an initiative to re-brand the department by re-writing all job descriptions and implementing a new pay structure. This dramatically reduced turnover from nearly 85% in 2014 to less than 10% by 2017. • Introduced a new incentive plan to motivate and drive performance during our busiest quarter (Q1). This resulted in substantially improved overall team metrics compared to prior years.• Served as Project Sponsor and/or Department representative on a multitude of projects including new product implementation, system and process improvements, as well as business critical regulatory updates. Show less
Assistant Director, Annuity Product Specialists
Oct 2018 - Nov 2020Manager, Annuity Product Specialists
Sept 2017 - Oct 2018Supervisor, Annuity Product Specialists
Mar 2013 - Aug 2017Team Resource - Lead Trainer
Oct 2012 - Mar 2013Annuity Product Specialist II
May 2012 - Sept 2012Annuity Product Specialist I
Apr 2011 - May 2012

Protective Life
Apr 2021 - nowSenior Director, Retirement Customer Support
Feb 2023 - nowDirector, Resource Center
Mar 2022 - Feb 2023Field Resource Center Manager
Apr 2021 - Mar 2022
Licenses & Certifications

ACS - Associate, Customer Service
LOMAAug 2014
Series 6
Financial Industry Regulatory AuthoritySept 2011
ALMI - Associate, Life Management Institute
LOMASept 2014
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