Identify customer needs and market appropriate insurance and financial services (Auto, Home, Life,Health & Bank); Schedule appointments to cross sell and prospect new business by following leadsgenerated from referrals, net working, marketing and leads databases;Manage marketing operations by compiling, reporting information and ordering materials; Manageall office supplies and replenishing inventory maintaining office budget;Collect payments, process policy changes, manage basic bookkeeping, complete daily banktransactions and deposits; maintain and update all filing, incoming and outgoing mail;State Farm Bank certified and top producer in bank products.