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Henderson, KY
Info@BobbyLacer.com
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Sales Representative
Combined Insurance
Henderson, KY
September 2009 -
Present |
- Identify and
develop existing and new relationships with clients throughout
the region.
- Provide
customer service and manage claims on insurance accounts.
- Oversee
recruiting and manage all agents and account executives in
territory.
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Marketing/Financial Analyst
Kentucky Association
of Counties
Frankfort, KY
September 2005 -
2009 |
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Oversee all marketing and business development
for the financial services division.
- Identify and
develop existing and new relationships with county officials
throughout Kentucky.
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Analyze
and approve/deny governmental leases all Kentucky counties and
special districts.
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Governmental
bond issuance for long and short-term leasing options.
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Grant writing and proposals for county programs
and state/federal funded projects.
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Adjunct Faculty
Bluegrass Community College /
Henderson Community College
Indiana Wesleyan
University /
Sullivan
University
Henderson, Bardstown, Frankfort, Lexington and
Louisville, KY
January 2005
- Present
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Have taught
several courses, in Business and Communications, including;
Basic Public Speaking, Principles of Marketing,
Interpersonal Communications, Human Communications,
Introduction to Management, Personal Finance, Business
Ethics, etc.
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Financial Services
Associate
Prudential
Financial
Henderson & Louisville, KY
May 2005 -
August 2005
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- Identify and
develop existing and new relationships with clients throughout
the region.
- Provide
customer service and manage both investment and insurance
accounts.
- Provide
financial and estate planning services for all clients.
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Marketing Director
Community Care Network
Henderson, KY
June 2003 - December 2004
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Identify and develop existing and
new healthcare relationships with companies throughout Western
Kentucky and Southern Indiana.
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Oversee functions of the
Occupational Medicine Center and Health Fairs sponsored by
Methodist Hospital.
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Serve as network spokesperson with
current and future clients and at community events.
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Develop and manage a Microsoft
Access database of companies, brokers, and TPAs throughout the
U.S.
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Business Development
Director
First Service Federal Credit Union
Groveport, OH
February 2003 - May 2003
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Identify and develop existing and
new financial business relationships with companies throughout
Franklin County, Ohio.
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Host on-site business account
enrollment events for company partners and their employees.
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Develop an Access database for
organization of company contacts in Franklin County, Ohio.
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Chief Marketing Officer
State Employees
Credit Union
Columbus, OH
August 2000 - January 2003
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Manage in all aspects of Marketing
- promotions, advertising and graphic design, public relations,
copy writing and editing, direct mailings, presentations, member
and staff training, develop and manage marketing budget, plan
and manage credit union events, organize and handle accounts
with outside vendors and contacts, etc.
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Business Development - Develop and
organize on-sight visits and presentations throughout all of the
state, university, and community offices. Supervise the
productivity of the credit union's Business Development
Coordinators.
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E-Commerce - Manage and develop all
credit union related e-commerce initiatives.
- Training & Human
Resources - Review resumes, conduct interviews, new employee
orientations, exit interviews, product and service training,
answer questions concerning benefits, etc.
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Vice President of
Marketing
Western Credit Union
Columbus, OH
August 1999 - August 2000
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Manage in all aspects of Marketing
- promotions, advertising and graphic design, public relations,
copy writing and editing, direct mailings, presentations, member
and staff training, develop and manage marketing budget, plan
and manage credit union events, organize and handle accounts
with outside vendors and contacts, etc.
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E-Commerce - Manage and develop all
credit union related e-commerce initiatives.
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Marketing/IS Assistant
University of
Kentucky Federal Credit Union
Lexington, KY
July 1997 - July 1999
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Assist with all aspects of
Marketing - promotions, advertising and graphic design, public
relations, copy writing and editing, direct mailings,
presentations, member and staff training, develop and manage
marketing budget, plan and manage credit union events, organize
and handle accounts with outside vendors and contacts, etc.
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E-Commerce - Manage and develop all
credit union related e-commerce initiatives.
- Assist the
Director Information Systems with network, mainframe, and PC
maintenance and service for each of the credit union's branch
locations.
- Also served
time as an Asst. Teller Supervisor, Member Service
Representative, and Accountant I.
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