• The primary function of this position is to provide excellent customer service, retention of existing accounts, and insurance sales. • Sustains rapport with key accounts by making periodic visits – at a minimum once per quarter; exploring specific needs; anticipating new opportunities. • Achieves marketing and sales operational objectives by contributing marketing and sales information and recommendations to strategic plans and reviews; preparing and completing action plans; implementing quality and customer-service standards; resolving problems; completing audits; identifying trends; determining system improvements; implementing change. • Identifies marketing opportunities by identifying consumer requirements; defining market, competitor's share, and competitor's strengths and weaknesses; forecasting projected business; establishing targeted market share. • Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. • Keeps promotional materials ready by coordinating requirements with marketing department; inventorying stock; placing orders; verifying receipt. • Plans meetings and attends trade shows. • Protects organization's value by keeping information confidential.