Jason Moore

Work History

Agero

07.2019 - 11.2024

Identified upsell opportunities by conducting thorough account reviews and presenting relevant solutions.
Increased client retention by proactively addressing potential challenges and providing strategic recommendations for improvement.
Developed comprehensive account plans outlining growth opportunities, risks, and mitigating actions for each assigned account.
Managed a diverse portfolio of accounts, ensuring consistent communication and personalized support.
Streamlined onboarding processes for new clients, reducing the time to initial product adoption.
Collaborated with cross-functional teams to address client concerns and resolve complex issues in a timely manner.
Partnered with sales team members to ensure seamless handoff of newly acquired accounts into the Client Success department''s care.

Agero

07.2016 - 07.2019

Oversaw workforce management planning, volume predictions and capacity planning.
Built strong relationships with key stakeholders through consistent engagement, collaboration, and transparent communication practices.
Managed employee-related issues encompassing labor, turnover and diversity.
Increased team productivity, providing ongoing training, coaching, and performance feedback to staff members.
Spearheaded process improvements to reduce errors and increase overall quality in operations management.
Boosted employee retention rates through the development of a positive work culture, fostering teamwork, open communication, and professional growth opportunities.
Effectively managed departmental budgets, identifying opportunities for cost reduction and resource optimization.

Allstate

02.2016 - 07.2016

Built and maintained relationships with new and existing clients while providing high level of expertise.
Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Enhanced client communication through adoption of new digital tools, improving accessibility and response times.
Negotiated and closed complex deals with key clients, securing significant revenue streams.
Streamlined internal reporting processes, allowing for more accurate forecasting and strategic planning.
Enhanced team productivity by leading weekly strategy meetings focused on client engagement and conflict resolution.
Developed strategic plans for day-to-day financial operations.

Morley

11.2014 - 02.2016

Streamlined operations by identifying inefficiencies and implementing process improvements.
Fostered strong relationships with clients through exceptional support services and proactive problem-solving techniques.
Implemented data-driven approaches to monitor performance metrics and drive continuous improvement efforts.
Reduced expenses for the department by optimizing resource allocation and eliminating redundancies.
Empowered staff members to take ownership over their respective work areas by fostering a collaborative environment built upon trust, open communication channels, and mutual respect – ultimately leading to higher morale levels experienced company-wide due in large part to increased employee engagement efforts undertaken consistently throughout tenure spent working within this particular role capacity.
Contributed towards long-term strategic planning activities as part of senior leadership discussions aimed at driving future growth opportunities while addressing market challenges head-on from an informed position based upon thorough research analysis assessments conducted beforehand during annual review sessions held internally amongst key personnel members within organization structure hierarchy chain.
Boosted customer satisfaction rates through consistent service quality and timely issue resolution.
Educated staff on organizational mission and goals to help employees achieve success.

Gateway Financial Solutions

05.2009 - 11.2014

Streamlined the collections process, reducing time spent on manual tasks and increasing overall productivity.
Maintained accurate records of all collection activities, providing transparency to stakeholders and senior management.
Managed a diverse portfolio of accounts, ensuring timely collections and minimizing losses.
Worked closely with legal counsel to pursue necessary actions against non-compliant debtors, ensuring company interests were protected at all times.
Promoted a culture of continuous improvement within the collections department by regularly soliciting feedback from team members and implementing changes based on their recommendations.
Leveraged advanced data analysis tools to identify trends in payment behavior, enabling informed decision-making for future collections efforts.
Enhanced collection efficiency by implementing effective strategies and streamlining processes.