Samuel Elrich
Finance & MIS Student at Binghamton SOM ’26 | Agency Contact Representative at State Farm | Aspiring Wealth Management Professional | Webmaster – Phi Chi Theta | Member – Pi Kappa Phi
- Role
- Insurance Agent at State Farm
- Location
- Wayne, NJ, US
- LinkedIn followers
- 500 followers
About Samuel Elrich
I am a senior at Binghamton University’s School of Management pursuing a degree in Business Administration with concentrations in Finance and Management Information Systems. My primary interest is in wealth management, retirement planning, and client relationship development within the financial services industry.Currently, I serve as an Agency Contact Representative at State Farm, where I support client retention and growth through ECRM pipeline management, follow-up outreach, and policy review conversations. In this role, I regularly communicate with clients about insurance coverage, annuities, and long-term financial considerations, which has strengthened my ability to explain complex financial topics in a clear and client-focused manner.Previously, I interned with Guardian Life’s annuity product management team, where I supported market research and product analysis initiatives. Across my experiences, I have developed strong skills in client communication, financial product analysis, and relationship management.I am passionate about helping individuals and families make informed financial decisions and continuing to grow within the financial services and wealth management space.
Experience
Insurance Agent
Oct 2025 — Present · Endwell, NY, US
I support a local State Farm agency by helping customers understand auto, home, and life insurance, completing needs-based reviews, and preparing multi-line quotes. I handle basic policy service and claims intake, schedule appointments through the shared calendar, and follow up to keep customers informed. I document conversations and coverage recommendations in the CRM, assist with simple billing and endorsement requests, and coordinate with adjusters when needed. I also contribute to light marketing confirmations, outreach, and short social posts—to drive appointments and improve the client experience. Along the way I’m building product knowledge and professional skills in customer education, risk basics, and organized, compliant service.
Education
Binghamton University
Bachelor of Business Administration - BBA, Business Administration with a concentration in Finance and Managment Information System
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