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.
• 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.

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.
• 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.
• 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.
• 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.
• 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.

• 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