Insurance Sales Agent

Baird & Warner; Schaumburg (IL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

PTO

VTO

Medical

Dental

Vision

401k with matching

Job summary

A leading insurance provider is seeking a motivated Insurance Sales Agent. This role involves managing warm leads, presenting tailored insurance solutions, and maintaining strong relationships with referral partners. Candidates should have a proven sales track record and excellent communication skills. Preferred licensing includes Property & Casualty and Life & Health. Competitive benefits package offered, including medical, dental, vision, and 401k matching.

Qualifications

• Proven track record in sales or customer-facing roles.
• Ability to work independently and manage a high volume of inbound activity.
• Enthusiasm for helping people protect what matters.

Responsibilities

• Respond to incoming calls and inquiries from real estate agents.
• Present personalized insurance solutions and close sales.
• Build strong relationships with internal partners to maximize lead flow.

Skills

Sales experience

Excellent communication skills

Problem-solving abilities

Customer-first mindset

Education

Property & Casualty license

Life & Health license

Job description

Overview

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.

Qualifications

• 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