Licensed Insurance Agent

Colonial Life; Orlando (FL); On-site; USD 40,000 - 70,000; Full time

Job summary

Colonial Life in Greater Orlando is seeking a Licensed Insurance Agent for a full-time, on-site role. You will educate individuals and employers about Colonial Life’s benefits, assess client needs, and recommend coverage solutions while guiding enrollment.

You will meet with clients, prepare applications, maintain ongoing relationships, respond to inquiries, and collaborate with internal teams to support workplace benefits programs.

Qualifications

• Active state insurance license (or ability to obtain one within a specified timeframe) is required.
• Strong communication, presentation, and interpersonal skills, with the ability to work with diverse clients.
• Goal-oriented mindset with the ability to meet performance targets and manage a pipeline of leads and client accounts.
• Prior experience in insurance, employee benefits, or related financial services is preferred but not required.
• Proficiency with basic office software and digital tools used for enrollment, CRM, and client communication.

Responsibilities

• Meet with prospective and existing clients to assess needs and present options.
• Prepare and process applications and ensure a smooth enrollment experience.
• Maintain ongoing relationships and provide policy service.
• Respond to inquiries and collaborate with internal teams to support workplace benefits programs.
• Stay informed about industry trends, compliance requirements, and product updates to provide accurate information and trusted guidance.

Skills

Insurance Sales

Insurance Brokerage

Customer Service

Communication

Presentation Skills

Interpersonal Skills

Pipeline management

CRM proficiency

Enrollment tools

Tools

CRM software

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 wide range of workplace benefits, including disability, life, accident, dental, cancer, critical illness, and hospital confinement indemnity insurance. Colonial Life supports over 87,000 businesses and 4 million workers through benefit services, education, and innovative enrollment technology. In 2022, the company paid more than $700 million in benefits to policyholders, demonstrating its commitment to helping people during unexpected events. Colonial Life maintains an active presence on social media, including Facebook, LinkedIn, and Instagram.

Role Description

The Licensed Insurance Agent is a full-time, on-site role based in Greater Orlando. This role is responsible for educating individuals and employers about Colonial Life’s insurance products, assessing client needs, and recommending appropriate coverage solutions. Day-to-day responsibilities include meeting with prospective and existing clients, presenting benefit options, preparing and processing applications, and ensuring a smooth enrollment experience. The agent will maintain ongoing relationships with clients, respond to inquiries, provide policy service, and collaborate with internal teams to support workplace benefits programs. The role also includes staying informed about industry trends, compliance requirements, and product updates to provide accurate information and trusted guidance.

Qualifications

• Candidates should possess skills in Insurance Sales and Insurance to effectively explain products and close appropriate coverage solutions.
• Candidates should possess skills in Insurance Brokerage and Finance to navigate multiple carriers, interpret plan options, and support sound financial decisions.
• Candidates should possess strong Customer Service skills to build relationships, handle questions, and provide ongoing policy support.
• Active state insurance license (or ability to obtain one within a specified timeframe) is required.
• Strong communication, presentation, and interpersonal skills, with the ability to work with diverse clients and business settings.
• Goal-oriented mindset with the ability to meet performance targets and manage a pipeline of leads and client accounts.
• Proficiency with basic office software and digital tools used for enrollment, CRM, and client communication.
• Prior experience in insurance, employee benefits, or related financial services is preferred but not required.