Shai Gothreau work email
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Shai Gothreau personal email
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
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Financial PlannerCore PlanningGarland, Tx, Us
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Business Process Management ConsultantTravelers Aug 2024 - PresentNew York, Ny, Us -
Scrum Master & Product OwnerTravelers Aug 2023 - Aug 2024New York, Ny, Us -
Personal Insurance Operations | Data & Analytics | Operations Learning HubTravelers Sep 2022 - Aug 2023New 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 -
Business Insurance Small Commercial Operations | Interaction Center & Direct BillingTravelers Jun 2021 - Sep 2022New 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 -
Owner / Financial CoachInfinity Financial Services Sep 2023 - Present -
Client Service Representative | Student SupervisorOffice 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 -
Product Architecture | Business Capabilities Office | Oldp InternTravelers Jun 2020 - Aug 2020New 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 -
Sales AssociateWoodstock Orchards Llc Jul 2015 - Sep 2017Woodstock, Connecticut, Us
Shai Gothreau Skills
Shai Gothreau Education Details
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Eastern Connecticut State UniversityMinor In Business Information Systems -
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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