Insurance Account Manager Jobs for OPT Students
Insurance Account Manager roles are open to F-1 OPT students with degrees in business, finance, risk management, or a related field. Most positions qualify as specialty occupations, making them strong candidates for H-1B sponsorship. Your 12-month OPT window, or 24-month STEM extension if eligible, gives you real runway to build a client book and prove your value.
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Get Access To All JobsWho We Are
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
Position Summary: Insurance Advisor (Charlotte Sales & Tech Hub)
Let’s clear something up—Insurance Advisor is our internal title, but yes, we’re talking about licensed Insurance Agents. This role is all about connecting with people, understanding their needs, and helping them find the right coverage. You’ll be working in a dynamic sales center environment, closing deals and making a real impact.
As a Top 20 Insurance Broker, we give you access to multiple carriers so you can offer your clients the best coverage at the best price. And yes—we provide all the leads!
Compensation: Base pay $41,600 + monthly commission
Location: 7910 Microsoft Way, Charlotte, NC 28277
Schedule: Monday–Friday 8am–5pm + one Saturday/month 9am–1pm
Remote Work: This is an in-office role
What You’ll Be Doing
-
Connect & Consult: Handle inbound and outbound calls, consult with customers, and match them with the right coverage and benefits.
-
Assess Needs: Conduct thorough assessments to understand financial resources, property conditions, claims history, and coverage gaps.
-
Seal the Deal: Finalize sales, collect deposits, arrange binders/certificates, and coordinate with the service team.
-
Stay Sharp: Maintain accuracy, timeliness, and a strong understanding of underwriting criteria across our insurance partners.
What You Bring to the Table
-
Love talking to people? You’ll be on the phone all day—so bring that energy!
-
Strong communication skills—both verbal and written
-
Persuasive, goal-oriented, and driven to succeed
-
Friendly, outgoing, and eager to grow our client base
-
Self-motivated and great at managing your time
-
Resilient—able to handle rejection and keep moving forward
-
Familiar with the sales process from start to finish
-
Experience in sales or call centers is a plus—but if you’re outgoing and coachable, we want to talk!
-
Tech-savvy: Microsoft Office and CRM/Salesforce experience preferred
What we Provide
-
Paid Training
-
Onsite gym with free access
-
Performance contests year-round with incentive awards
-
Onsite food trucks throughout the year
-
Quarterly top performer dinner
-
PTO + 12 paid holidays
Licensing Made Easy
We’ve got you covered! We’ll pay for your 40-hour online Property & Casualty course, and you’ll be compensated for your time studying. Pass the test, earn your P&C license, and you’re good to go!
If you’re ready to launch a rewarding career in insurance sales with a company that values your growth and success, we’d love to hear from you!
LI-RL1
IND1
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
Who We Are
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
Position Summary: Insurance Advisor (Charlotte Sales & Tech Hub)
Let’s clear something up—Insurance Advisor is our internal title, but yes, we’re talking about licensed Insurance Agents. This role is all about connecting with people, understanding their needs, and helping them find the right coverage. You’ll be working in a dynamic sales center environment, closing deals and making a real impact.
As a Top 20 Insurance Broker, we give you access to multiple carriers so you can offer your clients the best coverage at the best price. And yes—we provide all the leads!
Compensation: Base pay $41,600 + monthly commission
Location: 7910 Microsoft Way, Charlotte, NC 28277
Schedule: Monday–Friday 8am–5pm + one Saturday/month 9am–1pm
Remote Work: This is an in-office role
What You’ll Be Doing
-
Connect & Consult: Handle inbound and outbound calls, consult with customers, and match them with the right coverage and benefits.
-
Assess Needs: Conduct thorough assessments to understand financial resources, property conditions, claims history, and coverage gaps.
-
Seal the Deal: Finalize sales, collect deposits, arrange binders/certificates, and coordinate with the service team.
-
Stay Sharp: Maintain accuracy, timeliness, and a strong understanding of underwriting criteria across our insurance partners.
What You Bring to the Table
-
Love talking to people? You’ll be on the phone all day—so bring that energy!
-
Strong communication skills—both verbal and written
-
Persuasive, goal-oriented, and driven to succeed
-
Friendly, outgoing, and eager to grow our client base
-
Self-motivated and great at managing your time
-
Resilient—able to handle rejection and keep moving forward
-
Familiar with the sales process from start to finish
-
Experience in sales or call centers is a plus—but if you’re outgoing and coachable, we want to talk!
-
Tech-savvy: Microsoft Office and CRM/Salesforce experience preferred
What we Provide
-
Paid Training
-
Onsite gym with free access
-
Performance contests year-round with incentive awards
-
Onsite food trucks throughout the year
-
Quarterly top performer dinner
-
PTO + 12 paid holidays
Licensing Made Easy
We’ve got you covered! We’ll pay for your 40-hour online Property & Casualty course, and you’ll be compensated for your time studying. Pass the test, earn your P&C license, and you’re good to go!
If you’re ready to launch a rewarding career in insurance sales with a company that values your growth and success, we’d love to hear from you!
LI-RL1
IND1
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
How to Get Visa Sponsorship as an Insurance Account Manager
Target regional and mid-size brokerages
Large national carriers often have rigid hiring pipelines that deprioritize OPT candidates. Regional brokerages and independent agencies tend to make faster decisions and are more willing to sponsor once you've demonstrated consistent account retention and growth.
Get licensed before you apply
Most states require a Property and Casualty or Life and Health license to work in this role. Passing your licensing exam before applying signals commitment and removes a common employer hesitation about onboarding someone who still needs to clear regulatory requirements.
Frame your OPT timeline around client relationship cycles
Insurance account managers typically renew client policies annually. Show employers your OPT window covers at least one full renewal cycle, giving them time to assess your performance before committing to H-1B sponsorship at the cap filing deadline.
Emphasize multilingual client service skills
Many brokerages actively seek account managers who serve non-English-speaking commercial or personal lines clients. If you speak Mandarin, Hindi, Spanish, or another language, lead with it. It differentiates you and creates a business case for sponsorship that goes beyond general performance.
Understand your OPT end date relative to H-1B cap deadlines
H-1B cap registrations open in March for an October 1 start. Map your OPT expiration against this calendar early. If timing is tight, ask whether the employer has used cap-exempt institutions or has prior experience bridging employees through the gap period.
Ask about sponsorship history during the offer stage
Before accepting an offer, ask directly whether the firm has sponsored H-1B visas before and whether they work with outside immigration counsel. A firm with no prior sponsorship experience may still be willing, but you want to surface that conversation before your OPT clock becomes urgent.
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Get Access To All JobsFrequently Asked Questions
Does an Insurance Account Manager role qualify as a specialty occupation for H-1B purposes?
Insurance Account Manager positions generally qualify as specialty occupations when the role requires a bachelor's degree in business, finance, risk management, or a related field. Positions focused on complex commercial lines, employee benefits, or financial risk typically have the strongest case. Roles where any degree is accepted regardless of field face more scrutiny from USCIS, so the job description wording matters significantly.
Can I work as an Insurance Account Manager on OPT without a state insurance license?
Most states require a Property and Casualty or Life and Health producer license to actively sell or service insurance policies. You can legally work on OPT without one, but your employer will expect you to obtain it quickly after starting. Many candidates pass the licensing exam before their first interview to remove this as an obstacle in the hiring process.
Where can I find Insurance Account Manager jobs that are open to OPT candidates?
Migrate Mate is built specifically for F-1 OPT and visa-sponsored job seekers. You can browse Insurance Account Manager roles filtered by sponsorship willingness, saving you the time of filtering through postings that won't work for your authorization status. General job boards don't filter by OPT eligibility, which makes the search significantly less efficient.
Does my STEM OPT extension apply to Insurance Account Manager roles?
STEM OPT applies only to degrees on the official DHS STEM designated degree program list. Business administration and finance degrees are sometimes included, but insurance-specific or general management degrees often are not. Check your degree's CIP code against the STEM list on the DHS website to confirm eligibility before counting on a 24-month extension for this role.
How early should I start talking to employers about H-1B sponsorship when on OPT?
Raise it by the six-month mark of your OPT employment, ideally sooner. H-1B cap registration opens each March for an October 1 start date. If your OPT expires in mid-year and you miss the prior cap cycle, you could face a gap in work authorization. Employers who have sponsored before will understand the timeline; those who haven't will need time to engage immigration counsel and budget for fees.
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