Customer Service Project Manager
Resume:
Paul Moyes
Boise, ID *****
******@*****.***
Professional Summary
Experienced business professional with a demonstrated ability to create and increase company
profitability. Proven track record of improving operations, efficiency, and customer service levels while
reducing costs. Effective communicator with all levels of customers, colleagues, and partners.
Reputation for presenting creative and successful solutions in response to competition, industry pressures,
and new strategies.
Professional Experience
Professional Experience
Peak Insurance / Allstate Insurance
Owner / Principal
Boise, ID
2008 - Present
● Increased written premiums of captive property and casualty insurance agency by 130% in three
year span
● Designed efficient workflows and processes to speed up the delivery of customer policies while
maintaining the necessary compliance measures required by vendors and state government
organizations.
● Designated a Premier Service Agency by Allstate through exceeding demanding qualifications
relating to customer service, policy retention, growth and staff management
● 2010 Honor Ring member, designation given only to the top Allstate agencies in the country
based on new business growth in property and casualty business as well as financial services
ARGO Data Resource Corporation
Director, Business Analysis Unit
Richardson, TX
2005 -2008
● Appointed as the director and strategic planner for newly formed Business Analysis Unit aimed at
achieving 30% increase in resource efficiency resulting in annual cost savings of over $15 million
dollars
● Managed the training, staffing, and resource allocation of 15 senior and j unior level business
analysts and 10 business analyst interns
● Responsible for redesigning entire corporate product implementation processes to decrease time
to market and software defect rates
● Created and managed new product that uses statistical analysis to predict customer loyalty and
future product interest. Customer action programs and campaigns were then created to take full
advantage of the predicted behavior.
Colonial Bancgroup
Director of Operations / Sr. Business Analyst
Montgomery, AL
2003 – 2005
● Assumed control over bank broker/dealer and insurance department that had a previous fiscal
year loss of over $600,000 and guided the two lines of business to over $1,500,000 in profits the
following year.
● Directly managed over 20 back office employees in such areas as Compliance, Commission, and
Fulfillment. Indirectly responsible for sales force of over 35 full -time agents, and 350 part-time
platform bank employees.
● Re-engineered back-office structure of annuity application processing unit to maximize functional
proficiencies of employees and decrease time in submitting applications to vendors.
● Project Manager and Wealth Management Group advocate for $10 million dollar project to
upgrade core processing systems and install new image capture capabilities to all Wealth
Management lines of business.
EAI Information Systems
Customer Relationship Manager
Beaverton, OR
1999 - 2003
● Created new Customer Relationship Management system giving back-office functionality to
front-end sales staff. Product went to market and increased company revenues 100% in less than
two years.
● Developed business plan including functional requirements for new commission management
system. System is being utilized at over 60% of the top 50 banks in the US bank broker/dealer
market.
● Completed business plan to develop a paper-less back office system using remote fax capture,
online signatures and online forms.
● Managed implementation and training plan for installation of software solution to over 2000
users.
● Traveled to customer sites and industry conventions giving product demonstrations and system
training.
Industry Designations and Licenses
Currently hold licenses in Property, Casualty, Life, and Disability in the State of Idaho
NASD Series 6 and 63 licensed, previously licensed with Series 7 and 65
Former member of ACORD Annuity and Forms Working Groups
Former member LIMRA Technology Roundtable
Education
Brigham Young University Provo, UT
General Studies 1994, 1996
University of Idaho Moscow, ID
Bachelor of Science, Finance 1999
Dean’s List 1997 -1999
Owen Graduate School of Management Nashville, TN
Vanderbilt University
BAI Graduate School of Operations and Technology 2001
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