Baird & Warner

Insurance

• 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.
• 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.
• 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.
• Identify opportunities to offer multiple policies to provide clients with comprehensive coverage and added value.
• Accurately complete applications, issue policies, and document all client interactions in accordance with state regulations, carrier requirements, and agency procedures.
• Partner with teammates and agency leadership to improve sales processes, service levels, and client experience.

Insurance Sales Agent

Consultant

• Coordinate and facilitate settling-in services for expatriate families relocating to Chicago.
• Arrange and conduct school tours and assist with school enrollment processes.
• Set up utilities, US phone plans, and facilitate Social Security processes.
• Assist with banking arrangements and financial services.
• Provide guidance on auto leasing or purchase options.
• Coordinate temporary accommodation arrangements.
• Support in exploring public transportation options and childcare solutions.
• Offer guidance on healthcare providers and medical facilities.
• Serve as an Independent Contractor offsite position based in the Chicago area.

Insurance Sales Agent

Destination Service Consultant