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Henderson, KY

Info@BobbyLacer.com

Sales Manager
Transamerica Insurance
Adjunct Faculty
Kentucky Colleges
Regional Sales Manager
TRISTAR Benefit Admin.
Territory Sales Manager
Combined Insurance
Marketing/Finance Analyst
KY Assoc. of Counties
Financial Services Assoc.
Prudential Financial
Marketing Director
Community Care Network
Chief Marketing Officer
State Employees CU
VP of Marketing
Western Credit Union
Marketing/PR Assistant
University of Kentucky FCU
   

Sales Manager
Transamerica Insurance
Evansville, IN
Northwestern Kentucky/Southwestern Indiana Territory
February 2012 - Present

  • Manages sales representatives within our two state territory.

  • Identify and develop existing and new relationships with clients throughout the region.

  • Provide customer service and manage claims on insurance accounts.

  • Recruit, hire, train and develop new sales agents.

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Adjunct Faculty
Henderson Community College
/ Mid-Continent University /
Bluegrass Community College / Indiana Wesleyan University / Sullivan University
Henderson, Bardstown, Elizabethtown, Frankfort, Lawrenceburg,
Lexington, Louisville, Madisonville and Owensboro, KY

January 2005
- Present

  • 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, Principles of Insurance, etc.

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Regional Sales Manager
TRISTAR Benefit Administrators
Henderson, KY
Kentucky / Indiana / Ohio / Tennessee Region
February 2011 -
November 2011

  • Sale group benefit plans to employer groups throughout the four state region.

  • Identify and develop new relationships with brokers and client groups throughout the region.

  • Work directly with TRISTAR account managers to develop quotes for client groups.

  • Developed all initial relationships and company infrastructure with the four state region.

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Territory Sales Manager
Combined Insurance
Henderson, KY
Northwestern Kentucky/Southwestern Indiana Territory
September 2009 -
February 2011

  • Manage all territory sales representatives weekly and monthly production.
  • Oversee all sales assignments and production reports for the territory.
  • 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

  • Oversee all marketing and business development for the financial services division.
  • Identify and develop existing and new relationships with county officials throughout Kentucky.
  • Analyze and approve/deny governmental leases all Kentucky counties and special districts.

  • Governmental bond issuance for long and short-term leasing options.

  • Grant writing and proposals for county programs and state/federal funded projects.

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Financial Services Associate
Prudential Financial
Henderson & Louisville, KY
May 2005 -
August 2005
 

  • 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
 

  • Identify and develop existing and new healthcare relationships with companies throughout Western Kentucky and Southern Indiana.
  • Oversee functions of the Occupational Medicine Center and Health Fairs sponsored by Methodist Hospital.
  • Serve as network spokesperson with current and future clients and at community events.
  • Develop and manage a Microsoft Access database of companies, brokers, and TPAs throughout the U.S.

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Chief Marketing Officer
State Employees Credit Union
Columbus, OH
August 2000 - January 2003
 

  • 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.
  • 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.
  • 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
 

  • 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.
  • e-Commerce - Manage and develop all credit union related e-commerce initiatives.

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Marketing/PR Assistant
University of Kentucky Federal Credit Union
Lexington, KY
July 1997 - July 1999
 

  • 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.
  • e-Commerce - Manage and develop all credit union related e-commerce initiatives.
  • Assist the Director of 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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