• Meeting with prospective and current clients to assess their insurance needs • Managing policy renewals and ensuring clients remain adequately covered • Analyzing coverage options and explaining details to clients • Managing claims processes, including conducting visits when necessary • Maintaining client records and overseeing business operations • Collaborating with underwriting to ensure appropriate coverage solutions • Conducting marketing efforts to expand the business • Staying up-to-date on industry regulations and product offerings • Overseeing business operations, including budgeting and hiring staff