• Establish new client relationships and follow up with existing clients, as needed • Possess the ability to update and educate your customers on the various insurance options that will best fit their unique needs • Lead Generation: Proactively seek out new opportunities through different channels, referrals, warm leads • Maintain the necessary skillset to cross-sell and upsell insurance services that best maximize your customer’s lifestyle • Handle any/all necessary insurance policy related tasks, including, but not limited to collecting payments, identifying claim errors, update all necessary policy changes • Play a pivotal role in helping clients and their families protect their most important possessions • Stay up to date on industry standards and regulatory requirements