Richard Boler
Omaha,United States
Summary
Dynamic business leader with extensive underwriting expertise and a proven track record at Berkshire Hathaway Homestate Companies. Skilled in negotiation strategies and team leadership, I have successfully expanded market share and enhanced operational efficiency, driving significant growth in competitive environments. Committed to delivering exceptional results through innovative solutions and strategic insights.
Overview
38
38
years of professional experience
Work History
Salesman
Budget Blinds
Omaha, United States
10.2019 - Current
- Guided customers in choosing custom window treatments for diverse space requirements.
- Explained product features and benefits to improve customer knowledge.
Business Development Officer
Flatrock Group, LLC
10.2017 - 07.2019
- Reviewed 23 unique real estate properties across four states and proposed improvement strategies.
- Developed a property rating system to assist owners in prioritizing projects.
- Submitted comprehensive reports on each property, including evaluations and needs assessments.
- Assessed government tax and ownership issues for accurate reporting and recommendations.
Business Development Officer
Xeratex Group, LLC
North Sioux City, SD
10.2017 - 07.2019
- Established Rental Equipment Protection Program, covering construction equipment against damages.
- Managed loan portfolio exceeding $500K to ensure optimal performance.
- Acquired and implemented loan software to enhance operational efficiency.
- Developed Equipment Warranty Program, including rating systems, guidelines, and documentation.
CFO
CUES, Inc
Omaha, NE
07.2015 - 10.2017
- Acted as business partner to Board of Directors on financial and administrative processes, including Human Resources.
- Ensured accuracy of daily transactions and cash management for four entities, overseeing payroll for approximately 140 employees.
- Transformed monthly, quarterly, and annual financial reporting processes for $4.5 million nonprofit.
- Managed infrastructure, physical plant, and system maintenance across four locations.
- Collaborated with advisory board and contractors to replace heating systems at three schools, valued at $3 million.
Business Manager
Holy Name School
Omaha, NE
07.2014 - 06.2015
- Established new accounting system and procedures, enhancing payroll management efficiency.
- Generated monthly and quarterly financial reports for advisory board review.
Senior Vice President
5 Star Specialty Programs
Greater Omaha Area
11.2002 - 06.2013
- Recruited by executive team to lead complex integrations following multiple mergers and acquisitions.
- Oversaw Omaha operations, including retail division, customer service, IT, underwriting, and accounting.
- Directed P&L strategies, budgeting, and financial analysis for division of 18 employees managing $25 million in premiums.
- Championed organizational change while consistently supporting executive messaging during three merger initiatives.
- Represented corporate interests on due diligence teams for various merger opportunities.
Production Underwriter
Berkshire Hathaway Homestate Companies
02.2002 - 11.2002
- Recognized by management at Berkshire Hathaway Homestate Companies for exceptional product knowledge and expertise.
- Tasked with expanding regional market share in upper Midwest through territory development and new agent recruitment.
- Initiated review of underwriting process, enhancing staff performance and strengthening agent relationships.
Vice President
Countrywide Insurance Agency
01.1992 - 01.2002
- Directed functions including Information Technology, Underwriting, and Accounting as part of executive team.
- Led reengineering of internal software and web capabilities to enhance operational efficiency.
- Developed innovative direct bill program to streamline billing processes.
Underwriting Manager
Countrywide Truck Insurance
02.1990 - 10.1992
- Achieved promotion to leadership role due to strong accountability measures.
- Managed team of eight underwriters responsible for $30 million commercial insurance portfolio.
- Assessed risk, accounting, and claims for high-stakes cases effectively.
- Conducted audits of privately owned agencies across U.S. to ensure performance standards.
Underwriter
01.1988 - 02.1990
- Evaluated risks of prospective customers to determine acceptance or denial.
- Collaborated with agents to collect essential information for underwriting decisions.
- Communicated underwriting decisions to agents and clients to ensure transparency.
Education
Bachelor of Business Administration -
University of Nebraska, Lincoln
Lincoln, Nebraska, NE01.1986
High School Diploma -
Mount Michael Benedictine School
Elkhorn01.1981
Skills
- Underwriting expertise
- Product knowledge and service
- Negotiation strategies
- Team leadership skills
- Client presentations and engagement
- Regulatory compliance
- Territory management and growth
- Sales demonstrations
- Insurance knowledge
- Property and casualty insurance
Publications
- Insurance & Technology
- Wall Street Journal
- Risk Management Report
- Insurance Journal
- Property Casualty 360
Timeline
Salesman
Budget Blinds
10.2019 - Current
Business Development Officer
Flatrock Group, LLC
10.2017 - 07.2019
Business Development Officer
Xeratex Group, LLC
10.2017 - 07.2019
CFO
CUES, Inc
07.2015 - 10.2017
Business Manager
Holy Name School
07.2014 - 06.2015
Senior Vice President
5 Star Specialty Programs
11.2002 - 06.2013
Production Underwriter
Berkshire Hathaway Homestate Companies
02.2002 - 11.2002
Vice President
Countrywide Insurance Agency
01.1992 - 01.2002
Underwriting Manager
Countrywide Truck Insurance
02.1990 - 10.1992
Underwriter
01.1988 - 02.1990
Bachelor of Business Administration -
University of Nebraska, Lincoln
High School Diploma -
Mount Michael Benedictine School