Samuel Krause
Golden,CO
Summary
Strategic Account Executive with proven success increasing sales and revenue through developing loyal account relationships. Articulate communicator with exceptional negotiation skills. Known for understanding customer needs and delivering effective solutions.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Account Executive
Mountain West Insurance & Financial Services
Steamboat Springs, CO
02.2020 - Current
- Analyzed customer data to develop targeted campaigns that increased customer loyalty and retention rates.
- Maintained accurate records of all sales activities using CRM software systems.
- Developed pricing strategies tailored to individual clients based on their unique needs.
- Advised customers on best practices regarding product usage or maintenance procedures.
- Maintained updated knowledge of changing industry, standards and trends related to accounts.
- Used consultative sales strategies to effectively overcome client objections and maximize sales activity.
- Prepared sales presentations or proposals to explain product specifications or applications.
- Studied and researched competitive landscape and emerging technologies to position brand in marketplace.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Senior Account Administrator
Lockton Companies, LLC
Denver, CO
01.2017 - 08.2019
- Reduced process lags by training employees on best practices and protocols.
- Analyzed and assessed risk exposures to ensure proper coverage was in place.
- Negotiated with underwriters on behalf of clients to secure the most competitive terms and pricing.
- Managed renewal process for existing client accounts, ensuring all deadlines are met.
- Provided technical advice to clients regarding their insurance needs, including coverage limits and exclusions.
- Maintained accurate records of client accounts, including policy documents, endorsements and invoices.
Investment Representative
American Century Investments
Kansas City, MO
07.2016 - 01.2017
- Analyzed financial objectives of clients to create tailored portfolios that met their needs.
- Maintained records of customer accounts, transactions and contact information.
- Advised clients on portfolio diversification techniques to minimize risk exposure.
- Assisted with the creation of customized portfolios based on individual investor goals and preferences.
- Ensured compliance with regulations related to the sale of securities products.
- Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
Education
Bachelor of Science - Business Administration, Entrepreneurship
University of Kansas
Lawrence, KS05-2016
Skills
- Business Development
- Lead Development
- Customer Relationship Management
- Contract Negotiation
- Account Management
- Strong Presentation Skills
- Relationship Building and Management
Certification
- Colorado Life & Health Insurance License
Affiliations
- Volunteer: Steamboat Adaptive Recreational Sports (STARS)
Timeline
Account Executive
Mountain West Insurance & Financial Services
02.2020 - Current
Senior Account Administrator
Lockton Companies, LLC
01.2017 - 08.2019
Investment Representative
American Century Investments
07.2016 - 01.2017
Bachelor of Science - Business Administration, Entrepreneurship
University of Kansas
- Colorado Life & Health Insurance License
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