Robert Moritz

Director E-commerce, Trustage @TruStage

Madison, WI, US
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WORK HISTORY

Sep 2013 — Present

Director E-commerce, Trustage @TruStage

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Madison, WI, US

Leads the strategic initiative to transition life insurance sales from a direct mail and call center model to a digital and omni-channel model. Creates the vision for the digital customer experience and implements personalized experience that increase engagement and improve funnel convesion. Is the agile business owner for implementing the the salesforce Audience Studio (DMP) and the re-launch and redesign of in sitecore 9 with the Azure cloud platform. Integrated the web content management system to the Salesforce CRUM and Marketing Studio to allow omni-channel and re-marketing conversions. Increased online sales by from the online channel by $2.1M in less than a year and doubling revenue YOY. Identified the web as the source of more than 15K calls monthly and $20M annual sales across life, AD & D, auto and home products.Developed new strategies to optimize affiliate marketing with more than credit union websites linking to TruStage product pages. Increased SEO results by implementing back-linking, technical and content strategies. Launched new functionality monthly, created an online shopping experience for life insurance products and implemented new tools allowing consumers to easily compare whole vs. term life options. Tested and evaluated new interaction technologies including video chat and conversational interfaces in SMS and voice (Alexa/Google Home). Responsible for the digital VOC results and implemented TrustPilot as a key trust signal within the customer experience. Develops the product road map across the digital eco-system.

EDUCATION

1985 — 1988

Miami University

MA, Applied Psychology - Emphasis in Human Factors

1981 — 1985

University of Wisconsin-Stevens Point

Bachelor of Science, Psychology with a minor in Computer Science

SKILLS

Experience DesignInteraction DesignProduct DesignTask AnalysisWireframesUser Experience DesignPersonaAdobe Creative SuiteHuman Computer InteractionMobile ApplicationsCross-Functional Team LeadershipUser ExperienceUser-Centered DesignMobile DevicesUser InterfaceAgile MethodologiesManagementWeb DesignHuman FactorsWire FramingInformation ArchitectureUser Interface DesignAccessibilityAnalyticsStrategyE-CommerceLeadershipCompetitive AnalysisUsabilityHeuristic EvaluationWireframingUser ResearchHuman Factors EngineeringMobile DesignUsability TestingUsability Engineering

ABOUT ROBERT MORITZ

E-Commerce lead and digital strategist with 20 years of experience creating breakthrough user experiences for the web. Hands on experience creating responsive web and mobile designs that drive revenue and customer satisfaction across industries - insurance, healthcare, wireless, petro-chemical and telecommunications. Led all aspects of user experience design, digital marketing and analytics testing, including, ideation, research, content strategy, conversion optimization, service, community, SEO/SEM, social media, A/B testing and business case creation. A collaborative leader that brings focus, direction and commitment to solve customer experience and business problems. Specialties: Ecommerce, Customer Experience Design, Human Factors Engineering, User Interface Design, Information Architecture, User Research, Mobile, CMS, Content Strategy & Digital Marketing, Staff Management, Team Building & Leadership, Usability Testing & Evaluation, Prototype Development, Executive Presentations, Budget Management, Competitive Analysis

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