David Lowenstein

• Coordinated international relocations and shipment logistics.
• Handled customs documentation and global compliance requirements.
• Managed international communication with overseas agents and clients.

• Consistently ranked top in new policy sales and closed contracts.
• Mentored and trained agents on Medicare/Medicaid compliance and procedures.
• Provided high-level customer service and resolved complex coverage concerns.

• Led full business operations including sales and financial management.
• Built and retained customer base through strong service and product support.
• Trained clients on equipment usage and payment system improvements

• Educated clients on merchant services offerings and best practices for payment processing.
• Mentored junior representatives, fostering skills development and knowledge sharing within the team.
• Resolved customer inquiries regarding transactions, accounts, and service issues efficiently.
• Collaborated with sales teams to identify client needs and recommend tailored solutions.
• Managed onboarding process for new clients, ensuring seamless integration with existing systems.