Jonathan Lucas Email & Phone Number

Newark, New Jersey, United States

Engaged in strengthening the capabilities and reach of the Marketing Analysis and Insights department, through the establishment of an applied research practice for and partnership with Prudential’s Group Insurance business.• Built an online research community of Group Insurance Brokers to enable reliable and lower cost qualitative research activities on an as needed basis. • Composed thematic reports synthesizing multiple and varied primary and secondary research sources for the purpose of providing the clearest interpretation of product and market segment intelligence. • Designed and executed primary research to deeply explore the preferences and decision-making processes of individuals selecting insurance and employee benefits products.• Programmed, launched, and monitored an online survey designed to gather feedback from HR decision-makers upon termination of business with Prudential. • Moderated online group discussions designed to gather market feedback concerning products and communications. • Restarted a program of Thought Leadership research for the Group Insurance business that had been dormant for a number of years. • Assembled and led a group of internal and external marketing and research partners to design a field experiment to assess the impact of Behavioral Economics principles on employees’ benefits selection decisions. • Partnered with Branding and Group Insurance marketing colleagues in various research and creative activities in the development of value proposition and advertising communications. • Augmented base of consumer attitudinal and behavioral data though primary research investigations with Group Insurance Brokers and HR Decision-Makers. • Developed internal capabilities to enable cost control and savings.• Promoted the Marketing Analytics & Insights group and the Group Insurance organization as informed and engaged research users and practitioners through internal and external presentations and discussions.

Nyc

Provided applied research expertise to a single client (AIG) in the financial services/insurance/retirement space.

New York, Ny

Managed primary and secondary research in support of branding, communication, product development, and advertising initiatives that contributed to brand renewal and growth in retirement, investment and banking products and services.● Tested consumer perceptions of and receptivity to online and printed communications; facilitated RFP and vendor onboarding processes to promote ongoing brand health and ad effectiveness research programs.● Successfully addressed problem of inconsistent focus on B2B audiences (plan sponsors, investment advisors, and retirement plan consultants) with regard to brand health measurement, caused by lack of funding and sufficient internal research resources.● Spearheaded restart of high-priority rebranding / brand architecture project by navigating team away from internal debates regarding focus and nomenclature and toward focus on successful completion.⇨ Intervened to improve group relationships, dove deep into research instrument construction, and recruited optimal external research partner with high credibility regarding subject matter and audience composition. ● Designed and executed comprehensive research to maximize acceptance and positive response from B2B and B2C customers and prospects for newly acquired brands. ● Worked closely with internal / external marketing and research partners, resulting in production of reliable and powerful messaging and naming findings that became integral to branding discussions and decisions.

New York, Ny

Managed customer satisfaction and service quality research focused on individual retail and institutional customers. Designed and administered surveys, constructed research samples, managed vendors, performed data analysis and reporting, and created and delivered presentations.

Piloted numerous research initiatives to measure service satisfaction, product development, brand tracking, job analysis, and employee attitudes. ● Expanded research toolset to address need for additional cutting-edge research support for business partners while maintaining internal comfort level with traditional, tried-and-true methodologies.⇨ Initiated use of online focus groups and chat to increase qualitative research offerings.⇨ Enabled research group to field additional requests quickly, at reasonable cost, and increased business partner satisfaction without adding headcount.● Created qualifying tool for individuals applying for coveted and limited spots in new corporate mentoring program, as demand exceeded infrastructure’s capacity.⇨ Utilized online survey to design application form, launched process, and addressed procedural issues, all of which facilitated successful introduction of program with efficient and resource-friendly application process.

Led and managed 3 consumer research and marketing information professionals who disseminated business intelligence organization-wide. ● Integrated and summarized multiple streams of brand health and customer satisfaction data and knowledge from key research populations and market segments.

Managed 5 researchers and provided market and customer satisfaction research to several business units. ● Held 2 earlier positions with MetLifeSenior Consultant, Customer Research (1992 – 1996) Senior Consultant, Human Resources Research (1989 – 1992)

Ph.D, Ma, Ba, Industrial & Organizational Psychology

Activities and Societies: PSI CHI, Psychology Club, Student Services Organization, WSUC University Scholars, Undergraduate Research.

Education record