Alan Lucus Email & Phone Number

Seattle, Wa

Develop analytics program to support Independent Agent Sales channel, with a focus on growth of in-house Agency Service support by 150% by 2020. Coordinate the development of necessary data infrastructure, reporting capabilities, and predictive modeling to support this growth. Create Annual Budget and Long-term financial models to ensure growth & profitability in the ongoing in-house Agency Service support model.

Greater Seattle Area

Manage team of Financial Analysts responsible for the development, maintenance, and application of data to drive business results. Create Budget & Plan for entire Financial Operations group, and for other non-departmental items such as Bad Debt, Credit Card Fee expense, & Fee Income. Develop & maintain CBA’s to track Expected versus Actual results for projects. Lead teams to find solutions to cross-departmental issues, and make recommendations to Senior Leadership

Memphis, Tn

Create and maintain senior management reporting, including Cash Flow, Days Premium Outstanding, Billing Plan Analysis, Bad Debt Analysis, Fee Revenue, and Retention by Payment Method. Develop CBA’s to track Expected versus Actual results for all Financial projects.

Seattle, Wa

Built FTE Model to link production plan to expense plan for entire corporation. Lead production and expense planning for Surety line of business, and served as back-up for both Personal and Commercial lines planning. Develop CBA's and track project results to ensure expected ROI was achieved.

Seattle, Wa

Developed data tools and innovative methods to view agency and company metrics to enhance Safeco’s profitable growth through all distribution channels. Created and maintained executive level reporting strategies and tools.

Indianapolis, Indiana

Responsible for strategic leadership of Safeco’s Northeast Region Claims Customer Service Center, including management and development of regional Unit Manager staff and their teams. Responsible for staffing and budgeting decisions, as well as decisions on unusual or escalated Express claims situations.

Memphis, Tn

Analyzed performance, identified process improvement opportunities, and developed and managed project plans within Service Organization. Also responsible for strategic planning of data solutions within the Service Organization.

Seattle, Wa

Created and managed the department responsible for forecasting, scheduling, and real-time management of calls for Safeco’s Customer Service Centers. Responsible for development of direct reports, departmental budgeting, and coordination of staffing activities within all Service Centers.

Atlanta, Ga

Managed and developed front-line employees in Southeast Region Claims Customer Service group. Responsible for day to day tactical decisions regarding staff, and escalated customer situations.

Memphis, Tn

Responsible for leadership of 600 seat service center, including management and development of supervisors and their staff. Responsible for partnering in strategic decision making and budgeting decisions in conjunction with 2 others.

Memphis, Tn

Managed and developed front-line employees in service center. Responsible for day to day tactical decisions regarding staff, and escalated customer situations.