Eric Moss Email & Phone Number

Northbrook, Il, Us

Northbrook, Il, Us

· Design, validate, and shape new sales models using lean experimentation principals· Product manager of a cross-functional agile team composed of 6 team members leading the vision setting, direction, and roadmap of the Allstate Sales Agent (ASA) candidate conversion initiativeo Discovering customer value propositions led to the ideation and development of a streamlined, self-service digital onboarding platform. This created a friendly and efficient customer experience (50% decrease in onboarding steps and 88% decrease in candidate downtime) while also creating internal capacity relief (40% decrease in AOR Involvement)· Manage business partner relationships and backlog prioritization by breaking down multifaceted problems into manageable tasks o Development of the Market Sales Associate (MSA) Tiered Hiring Structure which enabled a consistent hiring process, improved speed to production (by ~3 business days), created autonomy for recruiting partners, and allowed MSA Managers to dedicate more time to driving results· Defining and tracking Tiered Hiring KPIs allowed for a true gauge of success measurements and determined where product refinement might be neededo Leverage forward-facing technology platforms such as MS Power Automate and Power BI to design and shape a product to streamline and mechanize manual communications and reduce internal business partner redundancies·Efforts have saved 5+ hours of redundant work time per week, and ensured a consistent and testable approach to articulating candidate value propositionso Create customer awareness and business partner transparency while leading a smooth transformation during the ASA program pause. Overseeing this transformative growth initiative included legal and leadership authorization, synthesizing customer feedback, and ensuring all business logistics were in order.

Northbrook, Il, Us

• Create, manage, and launch the Sales Effectiveness Projection Model across all 14 Regions - A set of analytical methodologies within a forecasting tool to consistently & efficiently project acquisition trends across the entire Allstate Agency Enterpriseo Provides real-time, objective forecasts to regional leadership, and showcases trajectory enabling strategic decision making (“Go-to-Market” delivery in the first 7 business days of each month, a 56% acceleration from Prior Forecast)• Orchestrate and provide thought leadership to the enterprise-wide finance initiative to reduce redundancy and create efficiency o Constructed standardized loss ratio analytical tools, which led to significant capacity gains throughout all of field finance• Actively led over 15 virtual training and developmental sessions teaching top-line operational concepts, comprehensive revenue forecasting, lost cost estimation, and full P&L mechanics• Team lead of 6 analysts researching the composition of premium revenue, customer segmentation trends, and Allstate’s Pay-per-Mile product for Allstate’s leading product line

Northbrook, Il, Us

• NY lead planning analyst solely responsible for ~$1.8B of premium (~1.3M Units); modernized financial and operational infrastructure by leveraging predictive lost cost and growth platforms• Identified and isolated the impact of a NY process change which artificially deflated the regions units growth trajectory (~17K Units) o Discovery was shared and has now been rectified within underlying performance• Utilized systems thinking approach while partnering with NY’s AIA business partner to understand, investigate, and storyline complex business concepts o Led to innovative deployment strategy that used prescriptive analytics to guide distribution decisions

Northbrook, Il, Us

• NY Homeowners planning and forecasting analyst responsible for ~$600M of premium (~500K Units)• Uncovered hurricane exposure opportunity to optimize targeted returns while balancing PML (Probable Maximum Loss) risk• Facilitated functions as lead Expense Manager, managing ~$21M of direct expenses and ~$400M of premium related expenses throughout all regional cost centers

New York, New York, Us

•Develop a process to allocate and track $100M of expenses and 700 employees within the ICS segment of Broadridge •Work alongside the Finance and IT team, to begin transforming the ICS segment’s structure into a Professional Services Technology•Analyze and reconcile ICS headcount during the month end close for 500 employees•Generate various Microsoft Access queries on billable and non-billable projects for distribution to senior management•Collaborate with a group of interns in preparing and giving a final presentation to executive management on Millennials

• Ensure a safe environment by overlooking and managing a fleet of over 115 vessels• Elected to instruct new trainees how to properly navigate and maneuver launches • Utilize the Point of Sale system to efficiently input member transactions• Boost Yacht Club morale by providing efficient service to customers while using strong interpersonal skills

Amherst, Ny, Us

•Evaluate and forecast annual budget for the marketing department, then present results to management, our efforts saved over $20,000•Learn and use SofTrek’s CRM database to assist in marketing/sales efforts•Conduct market and competitive research in order to improve products demand•Prepare strategies with senior management to assist in direct marketing campaigns to prospects