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 more than 87,000 businesses and 4 million workers through benefit services, education, and innovative enrollment technology. In 2022, the company paid over $700 million in benefits to policyholders, underscoring its commitment to helping people during unexpected life events. Colonial Life maintains an active presence on major social platforms to connect with employers, consumers, and communities.
Role Description The Agency Sales Representative is a full-time, on-site role based in Kalamazoo, MI. This role focuses on building and maintaining relationships with employers, educating them on Colonial Life’s workplace benefits solutions, and presenting tailored coverage options that meet the needs of their workforce. Day-to-day responsibilities include prospecting new business, conducting sales presentations and enrollment meetings, following up on leads, and providing ongoing support to clients and policyholders. The Agency Sales Representative will collaborate with local and regional teams, track sales activities, and meet or exceed individual and agency sales goals. The role involves regular in-person meetings, community networking, and participation in employer benefit fairs and enrollment activities.
Qualifications
Role Description The Agency Sales Representative is a full-time, on-site role based in Kalamazoo, MI. This role focuses on building and maintaining relationships with employers, educating them on Colonial Life’s workplace benefits solutions, and presenting tailored coverage options that meet the needs of their workforce. Day-to-day responsibilities include prospecting new business, conducting sales presentations and enrollment meetings, following up on leads, and providing ongoing support to clients and policyholders. The Agency Sales Representative will collaborate with local and regional teams, track sales activities, and meet or exceed individual and agency sales goals. The role involves regular in-person meetings, community networking, and participation in employer benefit fairs and enrollment activities.
Qualifications
- Demonstrated skills in sales, business development, and client relationship management.
- Strong communication, presentation, and interpersonal skills, with the ability to explain insurance benefits clearly.
- Organizational and time-management skills to manage multiple accounts, leads, and enrollment activities.
- Comfort with using digital tools, CRM systems, and basic office software to track activities and prepare proposals.
- Ability to work independently while collaborating effectively with agency and corporate teams.
- Prior experience in insurance, financial services, or B2B sales is strongly preferred.
- Willingness to obtain and maintain applicable state insurance licenses (or current licensure in good standing).
- High school diploma required; associate or bachelor’s degree in business, marketing, or a related field is a plus.
- Commitment to ethical conduct, customer service, and supporting diverse workplaces and communities.