Shai Gothreau

Shai Gothreau Email and Phone Number

Financial Planner @ core planning
Garland, TX, US
Shai Gothreau's Location
Garland, Texas, United States, United States
Shai Gothreau's Contact Details

Shai Gothreau work email

Shai Gothreau personal email

n/a
About Shai Gothreau

Graduated Eastern CT State University in 2021 with a Business Administration major and a Business Information Systems minor. Joined Travelers in 2021 as part of the Operations Leadership Development Program (OLDP). I relocated to Spokane, WA for my first rotation in BI Small Commercial Interaction Center & Direct BIlling.I moved to Richardson, TX for my second rotation in PI Operations Learning Hub (OLH).I am currently in my third and final rotation in Claims BI&A Subrogation as a Scrum Master and Product Owner.In my spare time I enjoy exploring the outdoors, traveling, and discussing personal finance

Shai Gothreau's Current Company Details
core planning

Core Planning

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Financial Planner
Garland, TX, US
Shai Gothreau Work Experience Details
  • Core Planning
    Financial Planner
    Core Planning
    Garland, Tx, Us
  • Travelers
    Business Process Management Consultant
    Travelers Aug 2024 - Present
    New York, Ny, Us
  • Travelers
    Scrum Master & Product Owner
    Travelers Aug 2023 - Aug 2024
    New York, Ny, Us
  • Travelers
    Personal Insurance Operations | Data & Analytics | Operations Learning Hub
    Travelers Sep 2022 - Aug 2023
    New York, Ny, Us
    - Analyzed current month over month metrics of employees in the OLH. Determined future target metrics for each month based on past data. - Assessed need to integrate CST into the OLH. Refined and determined onboarding process for new hire classes. Determined goals for CST onboarding.- Reconstructed SharePoint site for OLH. Created site as a central hub for all OLH content.- Created, prioritized, managed, and documented assigned tasks in MS Planner to standardize project tracking and documentation
  • Travelers
    Business Insurance Small Commercial Operations | Interaction Center & Direct Billing
    Travelers Jun 2021 - Sep 2022
    New York, Ny, Us
    - Assisted managers in coaching CSRs on KPI’s: quality assurance, AHT levels, VOC- Conducted interviews for OLDP interns, Direct Bill CSRs, and Interaction Center CSRs- Initiated and pursued a change in a current call process to accomplish an enterprise approach as well as meet the changing customer’s needs- Led a team of CSRs through a revenue generation pilot by scheduling meetings, leading the conversations, meeting with senior managers, creating a status tracker, reporting on the status tracker to senior management-Performed bi-weekly coaching sessions for 6 new hire ASR’s to improve key performance metrics with a focus on net rep satisfaction. Refined existing strategies using KPI’s, best practices, and increased communication-Initiated and developed plan to minimize attrition with recent new hires. Collected feedback from recent new hires regarding pre-onboarding process: Background checks, interviews, equipment ordering, communication, etc. to gain broader insight into areas of improvement. Identified areas of opportunity to create a manager playbook
  • Infinity Financial Services
    Owner / Financial Coach
    Infinity Financial Services Sep 2023 - Present
  • Office Of Financial Aid
    Client Service Representative | Student Supervisor
    Office Of Financial Aid Jun 2017 - May 2021
    • Trained new student workers on office protocol, systems and customerservice• Key point of communication with customers• Utilize MS Office for daily tasks, projects, and communication• Reviewed student file for verification leveraging critical and analyticalthinking• Oversight of confidential/sensitive information
  • Travelers
    Product Architecture | Business Capabilities Office | Oldp Intern
    Travelers Jun 2020 - Aug 2020
    New York, Ny, Us
    • Took initiative to understand complex organizational structure whilebuilding meaningful relationships• Created status report and executive leadership readout to support acomplex multi layer project including several overlapping workstreams• Produced executive summary of the impact to Covid-19 on the workforcethrough attending a 4 day virtual conference and synthesizing 100+ hoursof content which will be leveraged for ongoing strategic initiatives• Strategic analysis of customer landscape as it relates to various BIproducts including industry, demographic and buying behaviors resultingin summarized content to be utilized with BI Product leadership and helpinfluence strategic customer centric approach• Led team for Enterprise Innovation Jam planning and managing a team of5 to execute a solution on existing inefficient process• Proactively sought networking opportunities with business leaders as wellas peers
  • Woodstock Orchards Llc
    Sales Associate
    Woodstock Orchards Llc Jul 2015 - Sep 2017
    Woodstock, Connecticut, Us

Shai Gothreau Skills

Microsoft Access Phone Etiquette Microsoft Excel Time Management Customer Service

Shai Gothreau Education Details

  • Eastern Connecticut State University
    Eastern Connecticut State University
    Minor In Business Information Systems
  • Woodstock Academy
    Woodstock Academy

Frequently Asked Questions about Shai Gothreau

What company does Shai Gothreau work for?

Shai Gothreau works for Core Planning

What is Shai Gothreau's role at the current company?

Shai Gothreau's current role is Financial Planner.

What is Shai Gothreau's email address?

Shai Gothreau's email address is sg****@****ers.com

What schools did Shai Gothreau attend?

Shai Gothreau attended Eastern Connecticut State University, Woodstock Academy.

What skills is Shai Gothreau known for?

Shai Gothreau has skills like Microsoft Access, Phone Etiquette, Microsoft Excel, Time Management, Customer Service.

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