1. Gregg P. Bernhold, CLU, ChFC
1007 Wild Opera Court Office: 317.776.9394
Noblesville, IN 46060 Email: greggbernhold@gmail.com
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EXECUTIVE BUSINESS DEVELOPMENT
Providing expertise in relationship management … expanding and maximizing profit on existing accounts.
Career Progression
2010 - 2015
BernholdInsurance Group, Noblesville, Indiana, CEO
 Developed and incorporated online quotation and lead systems to procure group and individual life,
health, & disability income leads through search engine optimization.
 20% average annual sales and profit growth.
 Utilized advanced features of Microsoft Excel to manage thousands of active leads
 Communicated regularly with aged leads via email, Facebook and LinkedIn to generate new business.
 Issued 600 pieces of new business with 25 insurance carriers and marketing organizations.
 Personally managed all areas of corporate sales, marketing, communications and budget administration.
2002 - 2010
Fortress Financial Group, Inc. & Fortress Direct InsuranceGroup, CEO
 Developed office inspired by innovative approach to writing insurance nationally and directly through a
network of local and nationwide independent insurance agents.
 Recruited and managed 26 full time agents marketing and selling personal lines insurance, group and
individual life insurance, disability income insurance, long term care insurance and annuities.
 Hired and managed three full time administrators responsible for answering agent and client calls, in
addition to working with 25 home offices on new business, underwriting, administration and compliance.
 15% average annual growth in cases written and placed each year.
Revenue, Profitability, and Market Share Growth Objectives
Innovative, bottom-line focused, ‘out-of-the-box’ thinker with 20+ year career of increasingly responsible
positions within the insurance industry. Articulate communicator and team leader with strong
interpersonal skills able to liaise with executives, management, staff and agents. Known for discovering
and implementing innovative solutions in mission-critical situations resulting in streamlined, integrated
solutions. Proven ability to lead, motivate, and inspire cohesive development teams to meet and surpass
corporate and client objectives.
AREAS OF EXPERTISE
 Relationship Management ● Group Health, Life and Disability Insurance
 Business Unit Sales Development ● Distribution Network Building
 Expense & Budget Administration ● Product Introductions & Rollouts
 Organization Training and Motivation ● Benefits Administration
 Cross Selling ● Meeting Budget & Profitability Goals
 Personal Lines Insurance ● Public Speaking and Group Presentations
 Organization Recruitment ● Microsoft Office Applications

2. Gregg P. Bernhold, CLU, ChFC Page 2 of 2
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1999-2002
Conseco Insurance Group, FieldAgency Director, Carmel, Indiana
 Managed production of $25 million of premium per year through 15 national sales marketing
organizations throughout the United States.
 Recruited, trained, managed and influenced 3,000 independent insurance agents in all states.
 Marketed and managed group and individual insurance programs including health, life, disability, long
term care and annuities.
 Generated personal lines auto and homeowners leads for property and casualty affiliates.
 20% average annual increase in revenue for three consecutive years.
1990 – 1999
Motorists InsuranceCo., AreaSales Mgr., Columbus, Ohio
 Positioned to expand market-share through recruitment, development and management of sales
curriculums focused on personal lines insurance agents.
 Cultivated new-market penetration with creation and implementation of an independent agency force for
the first time in Motorists 90 year history.
 Tenure resulted in explosive growth of written auto, homeowners, life and disability insurance.
 Number of written policies in region grew from 2,100 annually to 10,300 annually, an average annual
Increase of over 20% for nine consecutive years.
1984 - 1990
Ohio State Life Insurance Co., Sales Manager, GroupMarketing Rep., Columbus, Ohio
 Marketed group health insurance products to MGA’s and agents in a four state territory
 Recruited, trained and managed MGA’s and agents in a four state territory for group life and health.
 Analyzed loss ratios and developed strategies to improve profitability of clients.
 Achieved consistent growth in annual revenue.
Education
Miami University, Oxford, Ohio. B.S., Accounting and Finance
CLU® Designation – The American College (Chartered Life Underwriter)
ChFC® Designation – The American College (Chartered Financial Consultant)
PACE Charter Member – Professional Achievement in Continuing Education
HIAA Designation – Health Insurance Association of America
LUTC – Personal Insurance Course
Series 6, 63, 7 and 65 – 2002 to 2008