William Einstein
Business Insurance Consultant at Marsh & McLennan Agency - Mid-Atlantic- Claim this Profile
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English -
Topline Score
Bio
Credentials
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Commercial Lines Coverage Specialist
National UnderwriterDec, 2021- Nov, 2024
Experience
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Marsh McLennan Agency
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United States
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Insurance
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700 & Above Employee
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Business Insurance Consultant
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May 2021 - Present
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TD SYNNEX US
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Business Development Representative for Palo Alto Networks
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Sep 2018 - May 2021
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Warren for Governor
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Greenville, South Carolina Area
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Traveling Campaign Aide
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May 2018 - Jul 2018
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Total Quality Logistics
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United States
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Truck Transportation
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700 & Above Employee
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Logistics Account Executive
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Mar 2017 - Jan 2018
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TD Auto Finance
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United States
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Banking
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700 & Above Employee
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Collections Representative II
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Feb 2016 - Jan 2017
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Jeff Dezen Public Relations
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United States
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Public Relations and Communications Services
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1 - 100 Employee
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Internship
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May 2014 - Dec 2015
Assisting Account Executives on daily account maintenance, as well support long term Projects for existing accounts. I assisted in creating Press Releases, building extensive data bases, and developing Intensive Media lists. Assisting Account Executives on daily account maintenance, as well support long term Projects for existing accounts. I assisted in creating Press Releases, building extensive data bases, and developing Intensive Media lists.
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Central Mutual Insurance Co
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United States
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Insurance
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1 - 100 Employee
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Internship
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May 2015 - Aug 2015
I initially started in the Claims division. At this point I was able to learn coverages much easier, because I was applying them to actual real life claims. I then moved on to Personal Lines, gaining more knowledge on how a carrier of Central's size operates Personal lines of Insurance. Next I moved to Commercial Lines. Here I shadowed and worked along side Account Executives on Commercial Accounts. Everything from the general applications, to actually visiting clients for Loss Control, I… Show more I initially started in the Claims division. At this point I was able to learn coverages much easier, because I was applying them to actual real life claims. I then moved on to Personal Lines, gaining more knowledge on how a carrier of Central's size operates Personal lines of Insurance. Next I moved to Commercial Lines. Here I shadowed and worked along side Account Executives on Commercial Accounts. Everything from the general applications, to actually visiting clients for Loss Control, I was able to experience from the ground up. I closed out my Internship by shadowing and working with the North Georgia Marketing Manager. This opened my eyes to the world of Agency Visits, Agency Relations, and most importantly appointing Agencies. Show less I initially started in the Claims division. At this point I was able to learn coverages much easier, because I was applying them to actual real life claims. I then moved on to Personal Lines, gaining more knowledge on how a carrier of Central's size operates Personal lines of Insurance. Next I moved to Commercial Lines. Here I shadowed and worked along side Account Executives on Commercial Accounts. Everything from the general applications, to actually visiting clients for Loss Control, I… Show more I initially started in the Claims division. At this point I was able to learn coverages much easier, because I was applying them to actual real life claims. I then moved on to Personal Lines, gaining more knowledge on how a carrier of Central's size operates Personal lines of Insurance. Next I moved to Commercial Lines. Here I shadowed and worked along side Account Executives on Commercial Accounts. Everything from the general applications, to actually visiting clients for Loss Control, I was able to experience from the ground up. I closed out my Internship by shadowing and working with the North Georgia Marketing Manager. This opened my eyes to the world of Agency Visits, Agency Relations, and most importantly appointing Agencies. Show less
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Collateral Benefits Group
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United States
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Insurance
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1 - 100 Employee
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Collaborative Learning Project Intern
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Sep 2014 - Dec 2014
My responsibilities were to report directly to our Senior Vice President Rick Kessicker. As a team of five, lead by a graduate student, we cold called companies within the state of Alabama with a minimum of 1000 employees. We offered an Employee Benefits Bridge Plan that can lower the price of a Blue Cross Blue Shield Plan, but still receive the same benefits and possibly offer even more benefits for lower price. My exact role was to make a specific amount of cold calls each week, and hit a… Show more My responsibilities were to report directly to our Senior Vice President Rick Kessicker. As a team of five, lead by a graduate student, we cold called companies within the state of Alabama with a minimum of 1000 employees. We offered an Employee Benefits Bridge Plan that can lower the price of a Blue Cross Blue Shield Plan, but still receive the same benefits and possibly offer even more benefits for lower price. My exact role was to make a specific amount of cold calls each week, and hit a quota of appointments to be set for our Senior Vice President. Show less My responsibilities were to report directly to our Senior Vice President Rick Kessicker. As a team of five, lead by a graduate student, we cold called companies within the state of Alabama with a minimum of 1000 employees. We offered an Employee Benefits Bridge Plan that can lower the price of a Blue Cross Blue Shield Plan, but still receive the same benefits and possibly offer even more benefits for lower price. My exact role was to make a specific amount of cold calls each week, and hit a… Show more My responsibilities were to report directly to our Senior Vice President Rick Kessicker. As a team of five, lead by a graduate student, we cold called companies within the state of Alabama with a minimum of 1000 employees. We offered an Employee Benefits Bridge Plan that can lower the price of a Blue Cross Blue Shield Plan, but still receive the same benefits and possibly offer even more benefits for lower price. My exact role was to make a specific amount of cold calls each week, and hit a quota of appointments to be set for our Senior Vice President. Show less
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Education
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The University of Alabama
Bachelor's degree, Marketing