Insurance Agent

Colonial Life; Jacksonville (FL); Hybrid; USD 45,000 - 75,000; Full time

Job summary

Colonial Life in Jacksonville, FL is seeking a contract Insurance Agent for a hybrid role mixing on-site and remote work. You will help individuals and businesses understand, compare, and enroll in Colonial Life insurance products that meet protection needs.

Responsibilities include prospecting, building client relationships, conducting needs-based consultations, presenting benefit options, guiding applicants through enrollment, and ensuring compliant documentation and timely follow-up.

Qualifications

• Strong insurance sales and product knowledge; ability to explain benefits clearly.
• Experience in brokerage or financial services; discuss finance concepts with clients.
• Proven customer service skills with empathy, clarity and follow-through.
• Licensing or ability to obtain state insurance license; familiarity with workplace/voluntary benefits.
• Effective communication and presentation skills in person or virtual meetings.
• Self-directed, organized; manage multiple client relationships in hybrid work.

Responsibilities

• Prospecting and building relationships with clients.
• Conducting needs-based consultations.
• Presenting benefit options to clients.
• Guiding clients through the application and enrollment process.
• Explaining policy features and answering questions.
• Coordinating with internal teams for accurate documentation and follow-up.
• Maintaining compliance with company policies and regulatory requirements.

Skills

Insurance sales

Product knowledge

Customer service

Communication

Licensing compliance

CRM proficiency

Education

State insurance licensing (or ability to obtain)

Tools

CRM systems

Enrollment platforms

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. Colonial Life supports more than 87,000 businesses and 4 million workers through benefits services, education, and innovative enrollment technology. In 2022, the company paid over $700 million in benefits to policyholders, demonstrating a strong commitment to reliable coverage and support. Colonial Life maintains an active presence on social media channels such as Facebook, LinkedIn, and Instagram.

Role Description

This contract Insurance Agent role is a hybrid position based in Jacksonville, FL, with a mix of on-site and work-from-home responsibilities. The Insurance Agent will help individuals and businesses understand, select, and enroll in appropriate Colonial Life insurance products that meet their protection needs. Day-to-day tasks include prospecting and building relationships with clients, conducting needs-based consultations, presenting benefit options, and guiding clients through the application and enrollment process. The role involves explaining policy features, answering questions, resolving basic service issues, and coordinating with internal teams to ensure accurate documentation and timely follow-up. The Insurance Agent is also expected to maintain compliance with company policies and regulatory requirements while meeting performance and service standards.

Qualifications

• Strong insurance sales and insurance product knowledge, with the ability to explain disability, life, accident, and supplemental benefits clearly.
• Experience in insurance brokerage or related financial services, including comfort discussing basic finance concepts with individuals and business clients.
• Proven customer service skills, with a focus on empathy, clarity, and timely follow-through in client interactions.
• Relevant state insurance licensing (or ability to obtain), and familiarity with workplace benefits or voluntary benefits preferred.
• Effective communication and presentation skills, both in person and via phone or virtual meetings.
• Self-directed work style with strong organizational skills and the ability to manage multiple client relationships in a hybrid work environment.
• Basic proficiency with digital tools, CRM systems, and enrollment platforms; prior experience in a sales or client-facing role is an advantage.