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Generate new business through outbound calls, referrals, networking, and community engagement
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Meet with prospective and existing clients to assess insurance needs
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Present and sell personal lines insurance products (auto, home, renters, life, and umbrella policies)
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Educate customers on coverage options, pricing, and policy features
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Maintain and grow an existing book of business
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Provide excellent customer service throughout the sales and onboarding process
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Follow up on leads and renewals to maximize retention
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Maintain accurate client records and documentation
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Meet or exceed sales goals and performance metrics
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Adhere to Wisconsin insurance regulations and company compliance standards