What are the responsibilities and job description for the Life Health 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 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 benefits education, service, and innovative enrollment technology. In 2022, the company paid over $700 million in benefits to policyholders, demonstrating its commitment to helping people when the unexpected happens. Colonial Life maintains an active presence on major social media platforms to engage with customers, partners, and communities.
Role Description This is a full-time, on-site Life Health Insurance Agent role based in Corpus Christi, TX. The Life Health Insurance Agent will meet with individuals and employer groups to understand their coverage needs, explain Colonial Life products, and recommend suitable life and health insurance solutions. Daily activities include prospecting and building a client base, conducting needs assessments, presenting benefit options, and supporting clients through the enrollment process. The agent will provide ongoing customer service, assist with claims questions, and regularly review policies to ensure coverage remains appropriate. The role also involves collaborating with local businesses, attending community or workplace events, and staying informed about product updates and regulatory changes.
Qualifications
- Demonstrated knowledge of Insurance and Health Insurance, with the ability to explain plan options and coverage details clearly.
- Experience in Insurance Brokerage or similar client-facing insurance roles, including building and managing a book of business.
- Familiarity with supplemental products, guidelines, and enrollment processes or willingness to learn and obtain relevant certifications.
- Strong Communication skills, including active listening, clear presentation of complex information, and professional follow-up with clients.
- Active or eligible to obtain state life and health insurance licenses in Texas.
- Comfort with learning and using digital tools, enrollment platforms, and CRM or client tracking systems.
- Proven ability to work independently, manage time effectively, and meet sales and service goals.
- High level of integrity, customer focus, and commitment to providing inclusive, respectful service to diverse populations.
- Previous experience in sales, financial services, or employee benefits is preferred but not required.
- High school diploma or equivalent required; additional education or professional training in business, finance, or related fields is a plus.