What are the responsibilities and job description for the Experienced Insurance Producer 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 range of workplace benefits, including accident, cancer, critical illness, dental, vision, disability, life, hospital indemnity, pet insurance and CHOICE arrangements. 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 customer support during unexpected events. Colonial Life engages with its community and stakeholders through multiple channels, including Facebook, LinkedIn, and Instagram.
Role Description The Experienced Insurance Producer is responsible for developing and managing a portfolio of workplace benefits clients, focusing on employers and their employees. Our district office is in the SW WA area, but we work with clients throughout WA, OR, and beyond. This contract role involves prospecting and networking with businesses, conducting needs analyses, presenting Colonial Life’s benefit solutions proposals, and guiding decision-makers through the enrollment process. Day-to-day tasks include scheduling and attending client meetings, assisting with coordinating enrollment activities, and providing ongoing service and support to existing accounts. The position is largely remote with hybrid/on-site engagement with clients as needed, and some work-from-home flexibility for activities such as follow-up calls, virtual meetings, and administrative tasks. The Insurance Producer collaborates with internal teams, adheres to regulatory and compliance standards, and works toward sales and retention goals.
Qualifications
- Demonstrated experience in insurance sales, with a focus on workplace medical and/or voluntary benefits.
- Strong skills in client relationship management, consultation, and account servicing to build and sustain long-term partnerships.
- Proficiency in prospecting, networking, and presenting solutions to business owners, HR leaders, and employee groups.
- Ability to communicate complex benefit information clearly, both in person and virtually, to diverse audiences.
- Effective organizational and time management skills for handling multiple accounts, follow-up activities, and enrollment timelines.
- Comfort with using digital tools and basic office software for scheduling, virtual meetings, documentation, and reporting.
- Current or attainable state insurance producer license (life and health) in Washington, or willingness to obtain it within a defined timeframe.
- High level of professionalism, integrity, and adherence to regulatory and ethical standards in all client interactions.
- Ability to work independently under a contract arrangement while collaborating with Colonial Life’s local and regional teams.
- Experience in B2B sales, HR benefits, or employee education is preferred
.
DM me to start a conversation or email danielle.watt@coloniallifesales.com
-DW