• Implement the agency’s marketing plan at direction of the agent./Sales Captian• Meet production goals set by the agent.• Work from the agent’s office to contact new prospects through outbound calling and generate interest in insurance financial review appointments.• Calling, quoting, and closing new customers from start to finish including the necessary paperwork• Create a referral rich environment to bolster growth • As directed by the agent, work with agent’s computer system to update information in customer databases used by the agent.• Track and report lead indicators to sales leader and team to maintain target goal pace• Provide prompt, accurate, friendly, cost-effective service and utilize it as a basis for establishing a marketing opportunity.• Perform other related duties as assigned by the agent.