Dan Dal Santo

• Assisted clients with trust account inquiries, ensuring timely and accurate responses.
• Coordinated document preparation for trust transactions, maintaining compliance with regulatory standards.
• Supported senior specialists in managing client relationships, enhancing service delivery and satisfaction.
• Conducted thorough research on trust laws and regulations to ensure adherence in all processes.

• Setting up marketing demos in nearby gyms.

• Creating social media posts

• Recruiting athletes and sponsors

• Bringing in new gym partnerships

• Developed and maintained relationships with clients to enhance customer satisfaction and retention.
• Conducted presentations and product demonstrations to effectively communicate value propositions.
• Collaborated with cross-functional teams to streamline account management processes and improve service delivery.
• Analyzed client needs and tailored insurance solutions to meet specific requirements, driving policy uptake.