What are the responsibilities and job description for the Licensed Agent position at Colonial Life?
Company Description
Colonial Life & Accident Insurance Company, a subsidiary of Unum Group, is a trusted provider of financial protection benefits for workers and their families during times of need. Specializing in workplace benefits like disability, life, accident, dental, cancer, critical illness, and hospital confinement indemnity insurance, Colonial Life supports over 87,000 businesses and 4 million workers across the U.S. With a focus on innovation, the company offers cutting-edge enrollment technology and personalized education to enhance the benefits experience. In 2022, Colonial Life paid over $700 million in benefits to policyholders, reflecting their strong commitment to financial protection and support.
Role Description
This is a full-time hybrid Licensed Agent role based in Effingham, IL, with the flexibility to work both in-office and from home. The Licensed Agent will work closely with clients to provide customized insurance solutions, explain benefit options, and assist with employee claims and enrollments. Responsibilities include client consultations, managing benefits enrollments using Colonial Life’s advanced technology, and building ongoing relationships through excellent customer service. The Licensed Agent will play a pivotal role in promoting financial products tailored to meet client needs and ensuring a positive client experience.
Qualifications
Colonial Life & Accident Insurance Company, a subsidiary of Unum Group, is a trusted provider of financial protection benefits for workers and their families during times of need. Specializing in workplace benefits like disability, life, accident, dental, cancer, critical illness, and hospital confinement indemnity insurance, Colonial Life supports over 87,000 businesses and 4 million workers across the U.S. With a focus on innovation, the company offers cutting-edge enrollment technology and personalized education to enhance the benefits experience. In 2022, Colonial Life paid over $700 million in benefits to policyholders, reflecting their strong commitment to financial protection and support.
Role Description
This is a full-time hybrid Licensed Agent role based in Effingham, IL, with the flexibility to work both in-office and from home. The Licensed Agent will work closely with clients to provide customized insurance solutions, explain benefit options, and assist with employee claims and enrollments. Responsibilities include client consultations, managing benefits enrollments using Colonial Life’s advanced technology, and building ongoing relationships through excellent customer service. The Licensed Agent will play a pivotal role in promoting financial products tailored to meet client needs and ensuring a positive client experience.
Qualifications
- Demonstrated skills in client relationship management, customer service, and team collaboration
- Experience in sales, needs analysis, and matching clients with appropriate financial or insurance solutions
- Proficiency in using technology and digital platforms for enrollment and client communication
- A strong understanding of insurance products, focused on workplace benefits like disability, life, and health-related coverages
- Active state-issued Life and Health Insurance License (or willingness and ability to obtain one through company assistance)
- Effective communication, problem-solving, and organizational skills
- Ability to work a hybrid schedule, balancing in-office and remote responsibilities effectively
- Previous experience in the insurance or financial industry is a plus