Summary
Overview
Work History
Education
Skills
Timeline
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William Robertshaw

Lehi,UT

Summary

Proven leader in insurance and military sectors, adept in strategic planning and data-driven decision-making. At Entrata, Inc., I spearheaded initiatives that boosted customer satisfaction and market share through innovative product development and efficient claims management. Excelled in high-pressure environments, demonstrating exceptional project management and teamwork skills. Achieved significant revenue growth by leveraging market trends analysis and competitor insights.

Overview

17
17
years of professional experience

Work History

Head of Insurance

Entrata,Inc
02.2017 - Current
  • Championed a culture of continuous improvement by encouraging employee feedback initiatives and action plans for ongoing success.
  • Improved overall customer satisfaction by streamlining insurance processes and implementing efficient policy management systems.
  • Collaborated with marketing teams to develop targeted campaigns, attracting new clients and boosting sales figures.
  • Negotiated strategic partnerships with external agencies, expanding distribution channels and enhancing brand visibility.
  • Developed new insurance products, resulting in increased market share and revenue growth.
  • Analyzed market trends to identify opportunities for product innovation and expansion into new sectors.
  • Led cross-functional teams for successful product launches, ensuring seamless collaboration between departments.
  • Reviewed pricing strategies regularly based on competitors'' analysis ensuring our product offering remained competitive in the marketplace.

Insurance Agent

LIBERTY MUTUAL INSURANCE COMPANY
08.2014 - 02.2017
  • Implemented comprehensive risk management strategies for clients, minimizing potential losses from unforeseen events.
  • Expanded market share with targeted marketing campaigns to attract prospective clients in niche industries.
  • Spearheaded community engagement initiatives by sponsoring local events, supporting charitable causes, and promoting insurance awareness in the public domain.
  • Identified emerging trends in the insurance industry through continuous research and education to stay ahead of competitors in service offerings.
  • Analyzed detailed reports on agency performance metrics to identify areas of strength and opportunity.

Combat Medic (68W)

United States Army
03.2007 - 11.2013
  • Assisted in the development and execution of realistic training scenarios simulating battlefield injuries, honing both individual proficiencies and collective teamwork capabilities within the unit.
  • Served as a trusted advisor for unit leaders on healthcare-related matters, leveraging medical expertise to promote informed decision-making during critical situations.
  • Ensured the proper handling of sensitive medical information by adhering to strict privacy regulations and maintaining detailed patient records.
  • Contributed to the overall health of unit members through conducting routine medical evaluations, immunizations, and preventive healthcare measures.
  • Improved overall mission effectiveness by providing critical medical support during high-stress situations in various environments.
  • Supported military operations as an integral member of a highly skilled combat team, showcasing professionalism under pressure while prioritizing casualty care amidst hostile conditions.

Education

Bachelor of Science - Business Administration

University of Phoenix
Tempe, AZ

Skills

  • Data-driven decision-making
  • Pricing strategy
  • Digital Transformation
  • Claims Management
  • Strategic Planning
  • Project Management
  • Competitor Analysis
  • Market Trends Analysis

Timeline

Head of Insurance

Entrata,Inc
02.2017 - Current

Insurance Agent

LIBERTY MUTUAL INSURANCE COMPANY
08.2014 - 02.2017

Combat Medic (68W)

United States Army
03.2007 - 11.2013

Bachelor of Science - Business Administration

University of Phoenix

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William Robertshaw