Nicholas Baird

Nicholas Baird

Circulation CIS Representative

Followers of Nicholas Baird432 followers
location of Nicholas BairdCincinnati, Ohio, United States

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  • Timeline

  • About me

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

  • Education

    • Northern Kentucky University

      2015 - 2019
      Bachelor of Science - BS Business Administration Magna Cum Laude

      Activities and Societies: Alpha Sigma Lambda Honor Society

    • University of Cincinnati

      2002 - 2007
      DAAP - Ceramics/Sculpture - Fine Art
  • Experience

    • Gannett | USA TODAY NETWORK

      Jun 2003 - Jul 2009
      Circulation CIS Representative

      Responsible 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 2010
      Customer Service Professional II

      Customer service representative in the Fifth Third Customer Care Center, specializing in Checking and Savings accounts.

    • Convergys

      Jul 2010 - Apr 2011
      Technical Support Representative

      Expertly 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 2020

      Oversaw 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 2020
      • Manager, Annuity Product Specialists

        Sept 2017 - Oct 2018
      • Supervisor, Annuity Product Specialists

        Mar 2013 - Aug 2017
      • Team Resource - Lead Trainer

        Oct 2012 - Mar 2013
      • Annuity Product Specialist II

        May 2012 - Sept 2012
      • Annuity Product Specialist I

        Apr 2011 - May 2012
    • Protective Life

      Apr 2021 - now
      • Senior Director, Retirement Customer Support

        Feb 2023 - now
      • Director, Resource Center

        Mar 2022 - Feb 2023
      • Field Resource Center Manager

        Apr 2021 - Mar 2022
  • Licenses & Certifications

    • ACS - Associate, Customer Service

      LOMA
      Aug 2014
    • Series 6

      Financial Industry Regulatory Authority
      Sept 2011
    • ALMI - Associate, Life Management Institute

      LOMA
      Sept 2014