Peter Claus
Helping people to protect what matters most, by creating, conserving, and transferring generational wealth.
- Role
- Financial Services Professional at AAA-The Auto Club Group
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Peter Claus
What sets us apart? First of all, we work from home 100%! • Would you like…
Experience
Financial Services Professional
Oct 2023 — Present · Grafton, WI, US
Grow ACG’s overall book of business by marketing competitive product offerings.• Develop and nurture client relationships through networking with the Chamber of Commerce, local businesses, on social media, and the members to conduct fact finding interviews and figure out needs for coverage.• Prepare proposals to highlight solution and value to client.• Review and help client select proper policy types to meet coverage goals.• Oversee and follow all internal processing procedures to ensure completion of transactions per company policies and practices.• Work collaboratively with and coach cross-functional teams in the branch location to reach business goals.• Respond to inquiries and requests for quotes in a prompt and professional manner.• Maintain correct and highly organized records of all sales activities.
Education
Kaplan University
Insurance
2011 — 2012
Spring City Aviation
Private Pilot Certificate
2008 — 2009
Waukesha County Technical College
Real Estate Brokerage
2000 — 2002
Fachhochschule Esslingen - Nuertingen, Germany
Bachelor of Business Administration - BBA
1994 — 1996
Skills
- Real Estate Development
- Management
- Team Building
- Process Scheduler
- Negotiation
- Sales
- Budgets
- Renovation
- Real Estate
- Contract Negotiation
- Selling
- Commercial Real Estate
- Purchasing
- Interior Design
- Sellers
- Sales Operations
- Customer Service
- Small Business
- Condos
- New Home Sales
- Residential Homes
- Insurance
- Abr
- Property Management
- New Homes
- Single Family Homes
- Sales Management
- Referrals
- Listings
- Strategic Planning
- Customer Satisfaction
- Training
- Investment Properties
- Marketing
- Construction
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