Faithful

• Generate new business through self-generated leads, referrals, networking, and relationship building • Develop referral partnerships with loan officers, real estate professionals, and other referral sources • Quote and sell Auto, Home, Umbrella, Life, and some Commercial insurance products • Follow up consistently with prospects and maintain strong communication • Build long-term client relationships and referral pipelines • Use EZLynx management/rating system and CRM tools to manage prospects and sales activity

• Responsible for maintaining and maximizing profitable relationships with personal lines clients • Growing the book of business through new client sales • Identify, qualify, and develop personal insurance opportunities • Foster and maintain excellent relationships with clients and prospects • Anticipate, respond to, and follow up on existing client needs • Actively 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 • 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