Baird & Warner · 3 months ago
Insurance Sales Agent
Schaumburg, IL
Full-time
Hybrid
New Grad, Entry LevelBaird & Warner is seeking a motivated and client-focused Insurance Sales Agent to join their growing team. This role focuses on building relationships and delivering tailored insurance solutions that align with real estate transactions and client needs, primarily engaging with incoming calls and emails from internal sales partners.
Real Estate
Responsibilities
Warm Lead Management: Respond promptly to incoming calls, emails, and digital inquiries from real estate agents, loan officers, and referred clients
Guide clients through insurance options, answer questions, and recommend coverage tailored to their specific needs
Sales Execution: Present clear, personalized insurance solutions (auto, home, life, and other insurance products) and close sales efficiently to meet individual and team revenue goals
Follow up strategically with referred clients to ensure timely quotes and seamless policy onboarding
Relationship Building: Maintain strong working relationships with internal referral partners to maximize lead flow and build trust
Serve as a reliable, knowledgeable insurance resource for both clients and partners
Cross-Selling Opportunities: Identify opportunities to offer multiple policies to provide clients with comprehensive coverage and added value
Compliance & Documentation: Accurately complete applications, issue policies, and document all client interactions in accordance with state regulations, carrier requirements, and agency procedures
Collaboration: Partner with teammates and agency leadership to improve sales processes, service levels, and client experience
Qualification
Required
Proven track record in sales or customer-facing roles (insurance experience a plus)
Property & Casualty license strongly preferred (or willingness to obtain)
Life & Health license strongly preferred (or willingness to obtain)
Excellent written and verbal communication skills
Strong problem-solving abilities and attention to detail
Customer-first mindset with a professional, approachable demeanor
Ability to work independently, prioritize tasks, and manage a high volume of inbound activity
Enthusiasm for helping people protect what matters most and achieve their financial goals
Benefits
PTO
VTO
Medical
Dental
Vision
401k with matching
Company
Baird & Warner
Established in 1855, family-owned Baird & Warner is Chicagoland’s largest independent real estate services company.
Founded in 1855
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jennifer Alter Warden
Senior Advisor to the CEO
Steve Baird
Owner and CEO
Company data provided by crunchbase