Lissa Goodwin

About Lissa Goodwin

I have over 25 years experience building and maintaining internal and external customer relationships. With my strong personal communication skills I am able to cultivate high customer satisfaction. I\'m highly organized and have a disciplined approach to managing projects. Expertise in Excel, Access, PowerPoint, Word and online survey tools and statistical reporting. Specialties: market research, survey creation and analysis, competitive intelligence, reporting

Experience

1. Associate Director, Market Research & Analysis

   Corebridge Financial

   Jan 2006 — Present

   Manage internal and external reporting for the company. Manage all primary and secondary research, direct marketing campaign measurement and competitive tracking.• Manage Asset Retention Survey: over surveys completed annually. Provide quarterly reporting to highlight areas for improvement in retaining clients.• Direct reporting to all third party industry consortia (LIMA, Cerulli, Plan Sponsor). Ensure data accuracy and timely reporting.• Maintain profiles of key competitors including financial data, key personnel changes and product specifications.• Measure results of direct marketing campaign. Track increases in assets captured, participation in deferred contribution plans and advisor participation.• Assist in enhancing business opportunities with existing clients through target market campaigns and asset retention/consolidation strategies.• Conduct client satisfaction surveys in order to provide recommendations for rebuilding and improving product and service strategies.• Work with Marketing Communications and Corporate Communications to provide accurate statistical research for print collateral and presentations.

Education

• SOUTHWEST TEXAS STATE UNIVERSITY

  Bachelor