Benjamin Klouse Email & Phone Number

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