Samuel B. Email & Phone Number

Cambridge, Ma, Us

Waltham, Massachusetts, United States

• Assisted top producers in the firm’s leading general office by managing lead follow-up and client engagement• Developed in-depth product knowledge through hands-on experience, improving lead management and customer education• Supported daily operations by improving processes and enhancing overall client interactions

Newark, New Jersey, United States

• Spearheaded the development of a go-to-market strategy for a groundbreaking simplified issue life insurance product, in collaboration with one of the nation’s leading mortgage lenders• Actively participated in educational sessions to enhance technical skills, including advanced usage of Microsoft Excel• Engaged with leaders across the organization, further augmenting industry expertise and refining industry insights

Conshohocken, Pennsylvania, United States

• Led reporting and KPI tracking for the Digital Marketing department using Power BI and Google Analytics to help streamline business decisions• Developed new Standard Operating Procedures for field representatives at industry conferences to simplify event setup and planning• Collaborated with an internship team of 13 students to create a new insurance program for the retail sale and production of cannabis in states where the emerging market is now

Cherry Hill, New Jersey, United States

• Provided expert assistance to customers during their shopping experience, ensuring their specific needs and preferences were met• Assisted with store operations including stocking shelves, creating product displays, and operating the register• Offered recommendations to customers on new products and services, including loyalty cards, store magazines, and limited-edition items

• Organized successful recruitment drives on campus, surpassing goals and significantly increasing leads• Cultivated relationships with student organizations to effectively target potential prospects and guide them through the sales funnel• Provided coaching and guidance to students, offering insights into Israeli culture and preparing them for their upcoming internships

Natick, Ma

• Provided expert guidance to customers on the selection and acquisition of technology products and services, ensuring their specific needs and preferences were met• Demonstrated exceptional technical proficiency in diagnosing and resolving PC issues, delivering prompt repairs, and ensuring customers received a seamless and satisfactory experience• Consistently achieved team objectives by successfully upselling extended warranties and additional services

Bachelor Of Business Administration - Bba, Risk Management And Insurance

Education record

Semester of courses at the Rothberg International School as a part of the Nativ College Leadership Program.

High School

Activities and Societies: Cross Country, Indoor Track.