Serve as the primary point of contact for a portfolio of High Net Worth/Private Client accounts with annualized revenue of approximately $400K — including luxury homeowners, vacation homes, auto, umbrella, boats/yachts, recreational vehicles, and other personal insurance products — delivering a consistently high level of service. Complete New Business Questionnaires and gather underwriting data for prospective clients, including researching real estate websites, tax assessor data, flood zone determinations, virtual home inspections, driving records, loss history reports, and comprehensive family profiles.