Independent Insurance Agent

Colonial Life; Round Rock (TX); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Colonial Life, a subsidiary of Unum Group, is seeking a full-time, hybrid Independent Insurance Agent based in Round Rock, TX. You will work with employers to assess coverage needs, explain benefit options, and recommend suitable insurance solutions.

Daily responsibilities include prospecting and networking, conducting client consultations, presenting policy information, and facilitating enrollment in Colonial Life products.

Qualifications

• Strong insurance knowledge and familiarity with Insurance and Insurance Brokerage practices.
• Experience in Insurance Sales, including prospecting, needs analysis, and closing new business.
• Understanding of concepts relevant to insurance products and personal or employee benefits planning.
• Excellent Customer Service skills, with the ability to build trust, handle questions, and resolve issues promptly.
• General Lines license for Life, Health and Accident (or eligibility to obtain one within a specified timeframe).
• Effective verbal and written communication skills, including clear presentation of complex information.
• Strong organizational and time-management abilities to handle multiple clients and tasks efficiently.
• Comfort with using digital tools and CRM systems for client management and documentation.
• High level of integrity, professionalism, and a self-directed, results-oriented work style.
• Previous experience in benefits, financial services, or B2B sales is preferred but not required.

Responsibilities

• Prospecting and networking with employers.
• Conducting client consultations to assess coverage needs.
• Presenting policy information and explaining benefit options.
• Facilitating enrollment in Colonial Life products.
• Managing and growing a client portfolio with ongoing support.
• Ensuring timely follow-up on inquiries and claims-related questions.
• Collaborating with internal teams and maintaining accurate records.
• Staying informed about product updates and regulatory requirements.

Skills

Insurance knowledge

Insurance sales

Customer service

CRM tools

Communication

Organization

Self-directed work style

Education

General Lines license

Tools

CRM systems

Job description

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. Through benefit services, education, and innovative enrollment technology, Colonial Life supports over 87,000 businesses and 4 million workers. In 2022, the company paid more than $700 million in benefits to policyholders, demonstrating its commitment to reliability and support. Colonial Life maintains an active presence on social media, sharing updates and resources on Facebook, LinkedIn, and Instagram.

Role Description

This is a full-time, hybrid Independent Insurance Agent role based in Round Rock, TX. The Independent Insurance Agent will work with employers to assess coverage needs, explain benefit options, and recommend suitable insurance solutions. Daily responsibilities include prospecting and networking, conducting client consultations, presenting policy information, and facilitating enrollment in Colonial Life products. The role involves managing and growing a client portfolio, providing ongoing customer support, and ensuring timely follow-up on inquiries and claims-related questions. The Independent Insurance Agent will collaborate with internal teams, maintain accurate records, and stay informed about product updates and regulatory requirements.

Qualifications

• Strong insurance knowledge and familiarity with Insurance and Insurance Brokerage practices.
• Demonstrated experience in Insurance Sales, including prospecting, needs analysis, and closing new business.
• Understanding of concepts relevant to insurance products and personal or employee benefits planning.
• Excellent Customer Service skills, with the ability to build trust, handle questions, and resolve issues promptly.
• General Lines license for Life, Health and Accident (or eligibility to obtain one within a specified timeframe).
• Effective verbal and written communication skills, including clear presentation of complex information.
• Strong organizational and time-management abilities to handle multiple clients and tasks efficiently.
• Comfort with using digital tools and CRM systems for client management and documentation.
• High level of integrity, professionalism, and a self-directed, results-oriented work style.
• Previous experience in benefits, financial services, or B2B sales is preferred but not required.