Summary
Overview
Work History
Education
Skills
Timeline
Generic

William Robertshaw

Spanish Fork

Summary

Strategic insurance executive with over a decade of leadership in digital transformation, customer experience, and growth strategy. As Head of Insurance at Entrata, I've scaled operations from under $5M to over $50M, launching innovative products, optimizing claims processes, and leading cross-functional initiatives across marketing, product, and service. Adept at driving VOC systems, modernizing tech stacks, and delivering seamless, data-driven member experiences in regulated industries. Known for building high-performing teams and transforming fragmented systems into scalable, customer-centric platforms. Ready to bring enterprise-level expertise into a high-growth, PE-backed mission like Fetch.

Overview

18
18
years of professional experience

Work History

Head of Insurance

Entrata, Inc.
01.2017 - Current
  • Designed and executed comprehensive insurance strategy for Entrata, aligning with growth objectives and VOC insights.
  • Drove digital transformation in policy management, claims workflows, and customer engagement initiatives.
  • Collaborated across Product, Marketing, Tech, and Support teams to optimize client touchpoints.
  • Integrated VOC programs into strategic planning to elevate NPS, CSAT, and service KPIs.
  • Utilized segmentation and behavioral data to personalize user experiences and boost retention rates.
  • Modernized legacy claims operations by introducing self-service capabilities.
  • Scaled high-performing insurance CX team focused on innovation and empathy, increasing annual revenue from $5 million to over $50 million.

Insurance Agent

Liberty Mutual
01.2014 - 01.2017
  • Delivered personalized, digital-first insurance sales and service experiences in a D2C model.
  • Consulted customers on policy coverage options and risk mitigation strategies.

Combat Medic (68W)

United States Army
01.2007 - 01.2013
  • Delivered critical medical support in high-pressure environments and trained unit personnel.
  • Led triage operations and maintained detailed medical records under HIPAA-compliant procedures.

Education

Bachelor of Science - Business Administration

University of Phoenix
Phoenix
05-2017

Skills

  • Data-driven decision-making
  • Digital Transformation
  • Customer Experience Strategy
  • Product Development
  • Pricing Strategy
  • Claims Management
  • Cross-Functional Leadership
  • Project Management
  • Market Trends Analysis
  • Change Management
  • Segmentation and Personalization
  • Insurance strategy
  • Client relationship management
  • Team leadership

Timeline

Head of Insurance

Entrata, Inc.
01.2017 - Current

Insurance Agent

Liberty Mutual
01.2014 - 01.2017

Combat Medic (68W)

United States Army
01.2007 - 01.2013

Bachelor of Science - Business Administration

University of Phoenix

Similar Profiles

CREATE PROFILE