• Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication. • Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support. • Support and prepare clients for renewal and retention, and maintain strong client relationships. • Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner. • Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.