Insurance Professional

Colonial Life; Sugar Land (TX); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Colonial Life Insurance Professional in Sugar Land, TX, is a full-time hybrid role focusing on advising individuals and businesses on insurance solutions and aligning products with financial protection needs.

Day-to-day tasks include client meetings, needs analyses, presenting proposals, and assisting with policy applications and enrollments, while providing ongoing service and collaborating with internal teams to ensure accuracy and compliance.

Qualifications

• Candidates should possess strong Insurance and Insurance Brokerage skills, with knowledge of products such as disability, life, accident, and supplemental health benefits.
• Candidates should possess foundational Finance skills, including understanding of financial protection concepts and basic budgeting or risk management principles.
• Candidates should possess excellent Communication and Customer Service skills, with the ability to explain complex information clearly and build long-term client relationships.
• Relevant state insurance licensing (or ability to obtain within a defined timeframe) and prior experience in insurance, financial services, or employee benefits are beneficial.

Responsibilities

• Meeting with clients to discuss needs and provide tailored insurance solutions.
• Conducting needs analyses and presenting proposals to individuals and businesses.
• Assisting with policy applications and enrollments; maintaining ongoing service for existing policies.
• Collaborating with internal teams and brokerage partners to ensure accurate, timely information; documenting activities in CRM.

Skills

Insurance knowledge

Finance concepts

Communication

Customer service

CRM proficiency

Office software

Tools

CRM software

Microsoft Office

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 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 a strong commitment to reliability and customer care. Colonial Life engages with its community and customers through multiple channels, including Facebook, LinkedIn, and Instagram.

Role Description

The Insurance Professional role is a full-time hybrid position based in Sugar Land, TX, with flexibility for some work-from-home arrangements. This role involves advising individuals and businesses on insurance solutions, helping them understand coverage options, and aligning products with their financial protection needs. Day-to-day responsibilities include meeting with clients, conducting needs analyses, preparing and presenting proposals, and assisting with policy applications and enrollments. The Insurance Professional will respond to customer inquiries, provide ongoing service for existing policies, and collaborate with internal teams and brokerage partners to ensure accurate, timely information. The role also includes maintaining up-to-date knowledge of Colonial Life products, industry regulations, and best practices, while consistently documenting activities in CRM or other systems.

Qualifications

• Candidates should possess strong Insurance and Insurance Brokerage skills, with knowledge of products such as disability, life, accident, and supplemental health benefits.
• Candidates should possess foundational Finance skills, including understanding of financial protection concepts and basic budgeting or risk management principles.
• Candidates should possess excellent Communication and Customer Service skills, with the ability to explain complex information clearly and build long-term client relationships.
• Relevant state insurance licensing (or ability to obtain within a defined timeframe) and prior experience in insurance, financial services, or employee benefits are beneficial.
• Strong organizational skills, attention to detail, and comfort working in a hybrid environment that includes both in-office and remote work are beneficial.
• Proficiency with common office software, CRM tools, and digital communication platforms, along with a commitment to ethical standards and compliance, are beneficial.