• Identify, qualify, and develop personal insurance opportunities with new and existing clients • Foster and maintain excellent relationships with clients and prospects • Anticipate, respond to, and follow up on 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 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 and mentor staff • Maintain CE and participate in ongoing education