Bill Schwab

Experience

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  Mount Vernon Associates

  Jan 1977 - Jan 1985

  CEO & Founders
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  Mount Vernon Insurance Agency, Inc.

  Jan 1985 - Jan 2010

  CEO and Founder

  Founded a health claim insurance business specializing in self-funded plans. The company experienced rapid growth, processing health insurance claims for thousands of employees from over 200 companies throughout Massachusetts and New Hampshire. Sold company to national third-party administrator in 1993.Continued as CEO of Mount Vernon Associates, Inc. focusing on Stop Loss Insurance brokerage and self-funded development until becoming part of Cabot Risk Strategies, LLC in 2010.

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  Cabot Risk Strategies LLC

  Jan 2010 - Jan 2018

  Vice President, Stop Loss Broker and Self-funded Health Insurance Plan Developer

  Cabot Risk Strategies LLC is a full-service insurance brokerage and risk management consulting firm. Our mission is to help businesses effectively manage risk through a combination of insured and/or self-insured solutions. Our expert team of 60+ insurance professionals design custom insurance solutions for each client’s unique risk profile and deliver ongoing exceptional customer service.

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  Dixon Associates

  Jan 2018 - Jan 2022

  Senior Consultant

  Dixon Associates, a family-owned business for over 40 years, is one of New England’s most trusted independent insurance agency.

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  Sullivan Benefits

  Aug 2022 - now

  Senior Consultant

  Sullivan Benefits serves the health and welfare employee benefit needs of today’s mid-sized employer. Headquartered in Marlborough, we focus on supporting New England-based employers from a single location to dozens of locations across the country.Every employer has a different set of circumstances and often a different set of challenges. We tailor our solutions, approaches and resources to maximize each clients' ROI of their benefit program and increase their employee value perception🔳 Design highly-customized self-funded health insurance plans for small businesses. 🔳 Advise clients on government compliance issues. 🔳 Oversee & report on financial results of plans. Show less