• Identify, qualify, and develop personal insurance opportunities with new and existing clients • Foster and maintain excellent relationships with clients and prospects through regular follow-up • Anticipate, respond to, and follow up on all existing client needs • Actively prospect, round accounts, and solicit increases in existing client coverage • Obtain best coverage/rate for insured, process quotes, and bind insurance coverage • Present policies to the insured and educate them on coverages and rates • Support and prepare clients for renewal and retention • Monitor, review, and report on key metrics to ensure sales targets are achieved • Collaborate with team members, mentor staff, and provide expertise as needed • Maintain CE participation in ongoing education and keep informed regarding industry information