Benjamin Klouse Email & Phone Number

Albany, Ny, Us

Rensselaer, New York, United States

Albany, New York, United States

• Retained active statuses for entities by submitting periodic reports on a timely basis• Educated clients on compliance services by promoting coordinated phone calls• Assembled proper documentation of entity details through email and database tools• Balanced and directed internal workflow through meetings and discussions with colleagues• Informed clients of changes to filing requirements through prompt SOS communication

25 British American Blvd, Latham

• Streamlined deliverables to clients through fast-paced editing of meeting letters • Utilized databases and Salesforce to ensure proper archiving of client documents• Reported account manager expenses to maintain financial compliance• Strengthened team communication during scheduled department meetings• Delivered confidential client tax data through efficient mailing services

Albany, New York Area

• Optimized product awareness by facilitating marketing displays and calls to action• Exceeded sales goals by maintaining internal communication• Improved customers’ purchasing processes by resolving product conflicts

Loudonville, New York

• Enhanced interactions with target segments through social media marketing• Generated awareness of services by producing flyers, brochures, and newsletters• Increased number of appointments after coordinating promotional events• Amplified mentor program effectiveness through appointment evaluations

Colonie, New York

• Organized excel spreadsheets with client information and calculated premiums• Searched and selected potential events for marketing opportunities• Collaborated with employees and manager to come up with marketing decisions• Assisted in sponsoring an event for the Colonie Central High School fundraiser