Baird & Warner

Inside Sales

• High-Volume Engagement: Manage a consistent flow of inbound and outbound communication (calls, texts, emails, and chat).
• CRM Mastery: Utilize Cloze CRM to meticulously track, update, and prioritize lead data to ensure no opportunity falls through the cracks.
• Persistent Follow-up: Execute rigorous nurture campaigns, providing value-driven content to keep potential clients engaged over the long term.
• Expert Qualification: Use proven scripts and dialogues to uncover client needs, motivations, and timelines.
• One-Stop Shop Integration: Educate clients on the benefits of our integrated services, including Key Mortgage pre-approval and vetted title/legal services.
• Property Insight: Utilize Zenlist to provide real-time property data and search options to prospective buyers.
• Appointment Setting: Secure and document high-quality appointments for field agents, ensuring a smooth hand-off within the CRM.
• Referral Generation: Proactively reach out to company-generated past clients to generate new business opportunities.
• Video Outreach: Incorporate BombBomb video messaging to personalize the client experience and increase response rates.
• Goal Achievement: Meet and exceed daily, weekly, and monthly activity benchmarks (dials, contacts, and appointments set/met, contracts, and closings).
• Time Blocking: Adhere to an "Ideal Week" schedule to maximize productivity and ensure dedicated focus on revenue-generating activities.
• Accountability: Participate in daily huddles, coaching sessions, and ongoing training to sharpen sales skills and conversion ratios.

Real Estate Inside Sales Agent

Account Manager

• The Account Coordinator provides administrative and project management support to the Account Executive, playing a key role in the execution of marketing initiatives for Baird & Warner agents.
• Working in close partnership with the Account Executive, this position supports agent marketing requests, assists with data gathering and template execution, and helps ensure projects move efficiently from request through completion.
• This role is ideal for a highly organized, detail-oriented team member who enjoys supporting client-facing work, collaborating across teams, and delivering exceptional service in a fast-paced marketing environment.
• Location: Chicago Loop (Main Location) with required travel to local offices.

Account Coordinator – Residential Real Estate

Operations

• Serve as the Manager’s right hand person, assisting with daily operations and strategic initiatives as needed
• Prioritizes and continuously improves on customer experience operations and initiatives
• Help plan and facilitate team meetings, trainings, and Power Hour (learning) sessions
• Take ownership of training responsibilities for new and existing team members
• Provide coverage for team members during absences and assist in office coverage when staffing gaps occur
• Support team morale, accountability, and performance standards
• Maintain active production pipeline of transaction validation and closing responsibilities while supporting team operations
• Oversee complex or unique transaction scenarios, including advanced calculations and non-standard files
• Handle transaction reopens and escalations
• Serve as the primary escalation point for administrative issues, agent concerns, and problem resolution
• Escalate issues to the Manager when appropriate, with clear recommendations
• Create and maintain management reporting related to production, errors, and performance trends
• Document new processes, updates, and procedural changes for storage in the shared drive
• Oversee reconciliation of accounts and resolution of errors, ensuring accuracy and compliance
• Assist with continuous improvement initiatives to streamline workflows and reduce errors
• Step in to support the team during PTO, leaves, or unexpected vacancies
• Assist with onboarding, transition support, or office stabilization when turnover occurs
• Ensure operational consistency and service levels are maintained at all times

Real Estate Inside Sales Agent

Account Coordinator – Residential Real Estate

Assistant Manager, Transaction Operations