Financial Planner
Core Planning
AeroLeads people directory · profile
Shai Gothreau Email & Phone Number
Financial Planner
at
core planning
1 work email found
@travelers.com
LinkedIn matched
4 data sources
Profile completeness 100%
Who is Shai Gothreau? Overview
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Quick answer
Shai Gothreau is listed as Financial Planner at core planning, based in Garland, Texas, United States. AeroLeads shows a work email signal at travelers.com and a matched LinkedIn profile for Shai Gothreau.
Shai Gothreau previously worked as Business Process Management Consultant at Travelers and Scrum Master & Product Owner at Travelers. Shai Gothreau holds Bachelor'S Degree, Business Administration Concentration In Marketing, Minor In Business Information Systems from Eastern Connecticut State University.
Company email context
Email format at core planning
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{first_initial}{last}@travelers.com
86% confidence
AeroLeads found 1 current-domain work email signal for Shai Gothreau. Compare company email patterns before reaching out.
Profile bio
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
Listed skills include Microsoft Access, Phone Etiquette, Microsoft Excel, Time Management, and 1 others.
Current workplace
Shai Gothreau's current company
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9 roles
Shai Gothreau work experience
A career timeline built from the work history available for this profile.
Business Process Management Consultant
Current
Aug 2024 - Present
Scrum Master & Product Owner
Aug 2023 - Aug 2024
Personal Insurance Operations | Data & Analytics | Operations Learning Hub
- 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.
Sep 2022 - Aug 2023
Business Insurance Small Commercial Operations | Interaction Center & Direct Billing
- 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.
Jun 2021 - Sep 2022
Owner / Financial Coach
Current
Sep 2023 - Present
Client Service Representative | Student Supervisor
- 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
Jun 2017 - May 2021
Product Architecture | Business Capabilities Office | Oldp Intern
- 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.
- 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
Jun 2020 - Aug 2020
Sales Associate
Jul 2015 - Sep 2017
2 education records
Shai Gothreau education
Bachelor'S Degree, Business Administration Concentration In Marketing, Minor In Business Information Systems
Eastern Connecticut State University
Education record
Woodstock Academy
FAQ
Frequently asked questions about Shai Gothreau
Quick answers generated from the profile data available on this page.
What company does Shai Gothreau work for?
Shai Gothreau works for core planning.
What is Shai Gothreau's role at core planning?
Shai Gothreau is listed as Financial Planner at core planning.
What is Shai Gothreau's email address?
AeroLeads has found 1 work email signal at @travelers.com for Shai Gothreau at core planning.
Where is Shai Gothreau based?
Shai Gothreau is based in Garland, Texas, United States while working with core planning.
What companies has Shai Gothreau worked for?
Shai Gothreau has worked for Core Planning, Travelers, Infinity Financial Services, Office Of Financial Aid, and Woodstock Orchards Llc.
How can I contact Shai Gothreau?
You can use AeroLeads to view verified contact signals for Shai Gothreau at core planning, including work email, phone, and LinkedIn data when available.
What schools did Shai Gothreau attend?
Shai Gothreau holds Bachelor'S Degree, Business Administration Concentration In Marketing, Minor In Business Information Systems from Eastern Connecticut State University.
What skills is Shai Gothreau known for?
Shai Gothreau is listed with skills including Microsoft Access, Phone Etiquette, Microsoft Excel, Time Management, and Customer Service.
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