Joshua Zack, Rplu, Cplp Email and Phone Number
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Joshua Zack, Rplu, Cplp is a Senior Associate Broker - Professional Liability at Burns & Wilcox | University of Michigan Alumni at Burns & Wilcox. He possess expertise in leadership, teamwork, business strategy, communication skills, hard working and 5 more skills. He is proficient in Hebrew.
Burns & Wilcox
View- Website:
- burnsandwilcox.com
- Company phone:
- +1 248-932-9000
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Senior Associate Broker - Professional LiabilityBurns & Wilcox Apr 2023 - PresentFarmington Hills, Mi, UsTech/Cyber vertical focus
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Associate Broker - Professional LiabilityBurns & Wilcox Jun 2021 - Apr 2023Farmington Hills, Mi, Us
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Assistant Underwriter - Professional LiabilityBurns & Wilcox Jun 2020 - Jun 2021Farmington Hills, Mi, Us• Improved workflows for brokers company-wide by implementing a tool in which specific risks can be entered and carriers that brokers have had success placing the risk with previously will be presented, streamlining the process of determining the applicable carrier for a certain risk. • Orchestrated the compilation of a business plan for a 100% Virtual insurance company, presenting new strategies to the Burns & Wilcox team as a remote company amidst the COVID-19 Pandemic.• Enhanced production business tracking, organizing metrics such as premium, deductible and tracking production progress via the business status-Refusal/Quoted/Bind in one location.• Competed in the CIAB’s Aspiring Broker Challenge as team liaison for the victorious team of 6 interns from various insurance companies competing against others in a business simulation competition to manage the most successful insurance agency tracking performance metrics such as revenues, profits, employee attrition, and customer retention.
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PresidentEnactus Dec 2017 - Jan 2020Global, Us•Oversaw the work of 60+ members within a student managed organization in which business skills such as consulting, marketing, and consumer trend research are used to provide pro bono work for local Ann Arbor companies as well as companies located outside of the Ann Arbor area/off campus • Devised and implemented a new structured attendance policy, resulting in an increase in weekly meeting attendance by roughly 70% compared to the attendance during the clubs previous year•Developed and maintained relationships with companies such as Salads Up, Title Boxing, Operation Forward, Auto Books among other local and national companies/organizations, resulting in 5 new company partnerships. -
Fundamental Investments Team MemberMichigan Investment Group Aug 2017 - Jan 2020Ann Arbor, Michigan, Us• Analyze and formulate pitches for equities within a diverse range of sectors of the stock market• Create financial models to evaluate whether or not to add the stock to the club’s equity fund • Responsible for presenting weekly updates to the club regarding macroeconomic trends, current events, as well as reports over the past week and the specific impact each had on the stock market • Worked alongside the algorithmic trading team working to increase order execution times via writing code for sentiment-based strategies, momentum strategies and statistical arbitrage strategies -
Research AnalystHoover And Associates Financial Services, Inc. Jun 2018 - Aug 2019Royal Oak, Michigan, Us• Conducted comprehensive review of client portfolios, including meeting with clients and advisors to assess strategies based on objectives and risk profile, identify opportunities as well as pioneer new model portfolio processes for 401(k) and personal wealth clients via assessed individual risk profile• Managed relationships with defined contribution teams at various mutual fund companies whilst researching mutual fund data regarding underperforming mutual funds during client portfolio review• Organized and compiled detailed data reports and documentation regarding plan history and performance analytics to present to clients at investment committee meetings alongside the advisor -
Accounting InternNai Farbman / Farbman Group Jun 2017 - Aug 2017Farmington Hills, Michigan, Us• Provided financial strategies to clients and prepared reports on behalf of property owners and real estate developers. Reports include processing tenants' rent payments, tax payments, and vendor payments; and preparing accruals for monthly reports.• Worked along-side the accounts payable and accounts receivable team to audit, monitor and facilitate the cash flow through analyzing data and compiling property monthly expense reports• Researched property data to compile various reports comparing property breakdown of expenses as it directly related to vacancies, presented to executives during company quarterly meeting• Skillfully trained in a fully integrated accounting and management platform, Yardi Systems software -
PresidentNational Honor Society 2016 - 2017Reston, Virginia, Us
Joshua Zack, Rplu, Cplp Skills
Joshua Zack, Rplu, Cplp Education Details
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University Of MichiganEconomics -
Jean And Samuel Frankel Jewish AcademyEconomics
Frequently Asked Questions about Joshua Zack, Rplu, Cplp
What company does Joshua Zack, Rplu, Cplp work for?
Joshua Zack, Rplu, Cplp works for Burns & Wilcox
What is Joshua Zack, Rplu, Cplp's role at the current company?
Joshua Zack, Rplu, Cplp's current role is Senior Associate Broker - Professional Liability at Burns & Wilcox | University of Michigan Alumni.
What is Joshua Zack, Rplu, Cplp's email address?
Joshua Zack, Rplu, Cplp's email address is jo****@****cox.com
What is Joshua Zack, Rplu, Cplp's direct phone number?
Joshua Zack, Rplu, Cplp's direct phone number is +124897*****
What schools did Joshua Zack, Rplu, Cplp attend?
Joshua Zack, Rplu, Cplp attended University Of Michigan, Jean And Samuel Frankel Jewish Academy.
What skills is Joshua Zack, Rplu, Cplp known for?
Joshua Zack, Rplu, Cplp has skills like Leadership, Teamwork, Business Strategy, Communication Skills, Hard Working, Marketing Strategy, Management, Business Intelligence, Organized, Microsoft Suites.
Who are Joshua Zack, Rplu, Cplp's colleagues?
Joshua Zack, Rplu, Cplp's colleagues are Jack Sullivan, Cooper Veazey, Connor Block, Cpcu, Arm, Aic, Linny Fan, Kirkland Hines, Margie Bolton, Gregory Vasquez, Ains, Api, Ais, Ial.
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