What are the responsibilities and job description for the Insurance Sales Agent position at Baird & Warner?
Adaptive Insurance Agency is seeking a motivated and client-focused Insurance Sales Agent to join our growing team. This role is designed for a professional who thrives on building relationships, responding quickly to warm leads, and delivering tailored insurance solutions that align with real estate transactions and client needs. As part of our referral-driven model, you will primarily engage with incoming calls and emails from our internal network of sales partners—allowing you to focus on new business sales rather than outbound prospecting and servicing.
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.
- 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
- PTO
- VTO
- Medical
- Dental
- Vision
- 401k with matching