What are the responsibilities and job description for the Licensed Insurance Agent 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 during unexpected life events. The company offers a wide range 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, demonstrating its long-term commitment to customer support and claim responsiveness. Colonial Life maintains an active presence on major social media platforms to stay connected with customers, partners, and the broader community.
Role Description This is a full-time, on-site Licensed Insurance Agent role based in Philadelphia, PA. The Licensed Insurance Agent will educate individuals and employers on Colonial Life’s insurance products, including disability, life, accident, and other supplemental benefits. Day-to-day responsibilities include prospecting and building relationships with new and existing clients, conducting needs-based consultations, presenting benefit options, and supporting enrollment activities. The role involves preparing and explaining quotes, assisting with applications, and ensuring compliance with insurance and company regulations. The agent will also collaborate with internal teams, provide ongoing customer service, and maintain accurate records of client interactions and policy updates.
Qualifications
Role Description This is a full-time, on-site Licensed Insurance Agent role based in Philadelphia, PA. The Licensed Insurance Agent will educate individuals and employers on Colonial Life’s insurance products, including disability, life, accident, and other supplemental benefits. Day-to-day responsibilities include prospecting and building relationships with new and existing clients, conducting needs-based consultations, presenting benefit options, and supporting enrollment activities. The role involves preparing and explaining quotes, assisting with applications, and ensuring compliance with insurance and company regulations. The agent will also collaborate with internal teams, provide ongoing customer service, and maintain accurate records of client interactions and policy updates.
Qualifications
- Demonstrated skills in Insurance Sales and a strong understanding of Insurance products and coverages.
- Experience or familiarity with Insurance Brokerage and Finance, including needs analysis and basic financial concepts.
- Proven Customer Service skills, with the ability to communicate clearly, listen actively, and resolve issues efficiently.
- Active state insurance license (or ability to obtain one within a defined timeframe), preferably in life and health or related lines.
- Ability to work on-site in Philadelphia, PA, manage a client pipeline, and meet or exceed sales and service goals.
- Strong organizational, time management, and follow-up skills, with attention to detail and regulatory compliance.
- Comfort using digital tools and enrollment technology; prior experience in employee benefits or workplace sales is a plus.
- High school diploma or equivalent required; post-secondary education or relevant professional certifications are an advantage.