Max Kravitz Email & Phone Number

New York, NY, US

New York, New York, United States

San Diego, California, United States

- Provided support to Account Managers by managing daily tasks and participating in both the renewal and new business processes - Facilitated effective communication between clients and carriers- Navigated various platforms to ensure smooth integration and accuracy in account setup- Instructed and trained new client administrator employees- Assisted with.

San Diego, California, United States

- Conducted proactive outreach through daily telephone and email communications, consistently averaging between 100 to 120 calls per day - Implemented targeted follow-up strategies via phone and email communications- Executed strategic prospecting initiatives to cultivate relationships with potential clients- Enhanced product knowledge and comprehension of.

San Diego, California, United States

- Assisted in the preparation of financial plans- Analyzed client data to provide recommended action steps for advisors in response to specific client questions/scenarios- Contacted clients and scheduled initial planning consultations- Prepared meeting outlines and client deliverables for advisors prior to appointments

San Diego, California

- Utilized HubSpot to create and execute an effective sales call plan and prospect list- Researched potential clients and generated new leads for a potential client pipeline- Built business relationships with new clients and followed up with existing clients via multiple forms of communication- Expanded my product knowledge for continuous sales

Wauconda, Illinois

I worked as a project manager for Quantum Engineering during the Summers and Winters from 2016 to 2018.- Trained and directed co-workers- Coordinated work schedules for co-workers- Assembled flow restrictors and light pole covers- Coordinated truckload quantity shipments to the city of Chicago and other municipalities (Department of Transportation).