• Generate agency leads and proactively seek out new appointments and new business opportunities by utilizing various methods such as cold calling, networking, referrals, and attending industry events • Conduct thorough assessments and needs analysis to understand potential agents' insurance needs for personal and commercial lines • Educate agents on insurance carrier product options, policy features, and coverage forms to help them make informed decisions • Prepare and deliver personalized insurance proposals and presentations tailored to meet the unique needs of prospective agents • Collaborate with underwriters and insurance carriers • Build and maintain strong relationships with existing agents to promote client retention and identify cross-selling and upselling opportunities