Baird & Warner

Insurance Sales Agent

Baird & Warner

full-time

Posted on:

Location Type: Hybrid

Location: Schaumburg • Illinois • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • 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.

Requirements

  • 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
salesinsurance solutionspolicy onboardingapplication completionclient interaction documentation
Soft skills
communication skillsproblem-solvingattention to detailcustomer-first mindsetprofessional demeanorindependencetask prioritization
Certifications
Property & Casualty licenseLife & Health license
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