• Analyze current customer accounts, establishing cross-sell/account rounding opportunities. • Develop and maintain relationships with key decision-makers on existing accounts to deepen client engagement and identify potential referrals. • Generate new business leads based on lost accounts, industry listings, networking, and referrals. • Maintain accurate records of sales activities, customer interactions, and pipeline opportunities. • Collaborate with marketing and advertising teams to develop and implement effective sales campaigns. • Manage a portfolio of lost accounts-identifying reasons for the loss and developing strategies to win back business. • Stay up to date with industry trends and changes in insurance policies and regulations. • Review in-force policies for current clients, ensuring forms, endorsements, policy changes, billing, and other data are accurate in our agency management system. • Follow up with clients regularly to ensure customer satisfaction and identify opportunities for cross-selling or upselling. • Working with insurance company underwriters to receive timely and accurate quotes. • Preparing renewal presentations + binding/reissuing policies.