What are the responsibilities and job description for the Agency Sales Representative position at Colonial Life?
Company Description Colonial Life & Accident Insurance Company, a subsidiary of Unum Group, provides financial protection benefits to workers and their families across the United States. The company offers a broad portfolio of workplace benefits, including disability, life, accident, dental, cancer, critical illness, and hospital confinement indemnity insurance. Colonial Life supports over 87,000 businesses and 4 million workers with benefit services, education, and innovative enrollment technology. In 2022, the company paid more than $700 million in benefits to policyholders, demonstrating a strong commitment to delivering on its promises. Colonial Life maintains an active presence on social media, engaging with customers and partners on platforms such as Facebook, LinkedIn, and Instagram.
Role Description The Agency Sales Representative is a full-time role responsible for building and managing relationships with employers and brokers to grow Colonial Life’s workplace benefits business. This hybrid position is based in Leawood, KS, with some flexibility to work from home. Day-to-day responsibilities include prospecting and qualifying new business opportunities, conducting sales presentations, and providing consultative guidance on benefit solutions that meet client needs. The role involves coordinating enrollment activities, partnering with internal teams to ensure smooth implementation, and delivering ongoing service and support to existing accounts. The Agency Sales Representative also tracks sales performance, maintains accurate records in CRM systems, and participates in local networking and community events to expand market reach.
Qualifications
- Strong sales, negotiation, and closing abilities, with a track record of meeting or exceeding sales targets.
- Excellent relationship-building and client service skills, including the ability to communicate clearly with diverse stakeholders.
- Solid organizational and time-management skills, with the ability to manage multiple accounts and priorities in a fast-paced environment.
- Comfort with technology, including CRM tools, virtual meeting platforms, and basic office software (e.g., Word, Excel, PowerPoint).
- Knowledge of or interest in insurance, employee benefits, or financial services; prior experience in these areas is preferred but not required.
- Ability to work effectively in a hybrid environment, collaborating in person in Leawood, KS, and independently from home.
- Self-motivated, goal-oriented, and adaptable, with strong problem-solving and analytical thinking skills.
- High school diploma required; bachelor’s degree in business, marketing, finance, or a related field is a plus.
- Willingness to obtain and maintain applicable state insurance licenses as needed for the role.