Note: The job is a remote job and is open to candidates in USA. Colonial Life is hiring for a role focused on developing and managing workplace benefits clients, prospecting businesses, and presenting benefit solutions. The role guides employers through enrollment and provides ongoing account support while working toward sales and retention goals.
Responsibilities
- Developing and managing a portfolio of workplace benefits clients, focusing on employers and their employees
- Prospecting and networking with businesses
- Conducting needs analyses
- Presenting Colonial Life’s benefit solutions proposals
- Guiding decision-makers through the enrollment process
- Scheduling and attending client meetings
- Assisting with coordinating enrollment activities
- Providing ongoing service and support to existing accounts
- Collaborating with internal teams
- Adhering to regulatory and compliance standards
- Working toward sales and retention goals
Skills
- Current or attainable state insurance producer license (life and health) in Washington, or willingness to obtain it within a defined timeframe
- Demonstrated experience in insurance sales, with a focus on workplace medical and/or voluntary benefits
- Strong skills in client relationship management, consultation, and account servicing to build and sustain long-term partnerships
- Proficiency in prospecting, networking, and presenting solutions to business owners, HR leaders, and employee groups
- Ability to communicate complex benefit information clearly, both in person and virtually, to diverse audiences
- Effective organizational and time management skills for handling multiple accounts, follow-up activities, and enrollment timelines
- Comfort with using digital tools and basic office software for scheduling, virtual meetings, documentation, and reporting
- High level of professionalism, integrity, and adherence to regulatory and ethical standards in all client interactions
- Ability to work independently under a contract arrangement while collaborating with Colonial Life's local and regional teams
- Experience in B2B sales, HR benefits, or employee education is preferred
Benefits
- The position is largely remote, with hybrid/on-site engagement with clients as needed and some work-from-home flexibility for follow-up calls, virtual meetings, and administrative tasks.
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