Aaron Miller

Experience

• 

  City of Upper Arlington

  Jun 2005 - Apr 2010

  Community Affairs

  • Utilized desktop publishing software to design and produce print communication pieces including advertisements, brochures, Department catalogs, newsletters, event flyers, postcards and posters• Implemented marketing & communication plans including State of the City Address, Farmer’s Market, Shop in Upper Arlington campaign, Parks & Recreation Department special events, Community Event Calendar, Employee Recognition, Mosquito Spraying, Construction Awareness and special projects• Wrote and edited guest columns, media releases, speaker notes, annual reports, newsletter articles, fact sheets, promotional materials and Internet content Show less

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  Nationwide Financial

  Jun 2010 - now

  • Led a dynamic team responsible for designing program strategy and program development for the Nationwide Retirement Institute (NRI), advocating for and educating members, partners, and industry leaders on critical issues affecting their financial well-being.• Designed and oversaw qualitative and quantitative collaborative research initiatives in collaboration with Marketing, Business Units, and the Enterprise Analytics Office to enhance and optimize NRI programming.• Directed the evaluation of proposed Institute development efforts, including the coordination of program/project proposals and charters. Currently leading the development of a new guaranteed retirement income program and a support pillar for advisors working with business owner clients.• Gathered internal and external "voice of the customer" feedback to inform the development of the NRI Practice Management offering, resulting in a successful launch in early 2023. • Developed and refined Diverse Markets content tailored for Financial Professionals within the program, leveraging research on Black, Hispanic, LGBTQ, Asian, and Rural consumers. Aimed at improving advisor conversations and driving sales outcomes within these consumer segments.• Provided strategic consultation to the leadership team, project teams, and subject matter experts (SMEs) to identify scope and business needs, write proposals, establish timelines, and prioritize major programs and team-based activities in alignment with NRI and NF strategies. Show less • Led day-to-day operations and administration of a team of Account Representatives and a Team Lead responsible for $20B under management, ensuring an On Your Side experience for internal and external sales partners, firms, producers and agents. • Implemented engagement plan in 2019 that led to increase in associate engagement score of 73 basis points. This put our team in the top quartile for scores within Nationwide.• Administered the NBSG marketing agreement process partnering with Sales, Actuarial, Office of General Counsel and Commissions.• Collaborated with multiple parties to cross-train Operations associates on high priority tasks, working to eliminate key-man syndrome in the NBSG Operations team.• Responsible for closure of escalated issues which can involve coordination with other teams or areas within NBSG, such as Actuarial, Retention, Sales, Systems, Claims and Underwriting.• Created culture of continuous improvement, coaching and feedback for personal and professional guidance.• Built strong relationships with internal and external customers by providing education of processes and procedures through presentations and discussions. Show less • Led and supervises day-to-day operations and administration of a team of Account Representatives and New Business Coordinators, ensuring an On Your Side experience for internal and external sales partners, firms, producers and agents.• Advised team on escalated issues which can involve coordination with other teams or areas within NBSG, such as Actuarial, Retention, Sales, Systems, Claims and Underwriting.• Subject-matter expert on unusual or unique cases, products, features and funds that require knowledge of specialized subject matters relative to company policy, practices and procedures, including non-registered Private Placement products, non-registered funds, stable value wrap agreements, and preparation of materials to support variable fund selections.• Identified key opportunities for processes and procedures to be enhanced and aligned to ensure consistency and adherence to regulatory requirements.• Built strong relationships with internal and external customers by providing education of processes and procedures through presentations and discussions.• Monitored team work flow to ensure all functions are completed in a timely manner while meeting quality standards.• Responsible for maintaining training plan for new and existing employees on complex concepts related to the business. Show less • Maintained business relationships and served as the main post-issue contact for producer firms in the bank-owned, corporate-owned and corporate-sponsored life insurance market space, collaborated with broker offices on more than 200 cases with cash values totaling more than $3 billion• Served as the dedicated operations contact for main NBSG focus firm that is responsible for approximately 25 percent of assets under management• Conducted, reviewed and distributed internal and external monthly, quarterly and annual financial reporting for corporate clients• Analyzed and reviewed fund additions to corporate client’s variable insurance fund line-ups• Processed, reviewed and approved financial transactions including loans, withdrawals, dollar transfers, surrenders, death transactions, future allocation changes and new business transactions, while managing inflows and outflows with fund houses• Partnered with management, sales, operations, external partners and underwriting to identify and implement improved processes and procedures while streamlining policy administration resulting in increased production Show less Facilitated the life insurance new business process with an emphasis on relationships, communication and exceptional time service• Provided feedback to internal and external Life Consultants, Allied agents, management and underwriters on all case issues from status updates to problem resolution to final action• Guided agents on application/new business processes, medical requirements, replacements and illustration procedures• Evaluated new business applications for good order, including proper applications, state/federal mandated forms and 1035 exchange/replacement paperwork• Maintained knowledge of materials, manuals, rules, regulations, procedures and practices pertaining to Traditional, Universal and Variable Life Insurance• Trained agents on processes and procedures utilized by life underwriting as part of the Agent Training Committee Show less

  • Sales Technical Director - Nationwide Business Solutions Group

    Aug 2023 - now

  • Senior Consultant - Business Program Management at Nationwide Retirement Institute

    Oct 2021 - Aug 2023

  • Nationwide Financial Technical Operations Manager - Business Solutions Group

    May 2018 - Oct 2021

  • Operations Team Lead - Business Solutions Group

    Nov 2014 - May 2018

  • Senior Account Representative-Business Solutions Group

    Jan 2013 - Nov 2014

  • Life Underwriting Case Manager

    Jun 2010 - Jan 2013