Insurance Agency Consultant and Trainer

Angela Adams Consulting Services; Fully; Vor Ort; USD 70.000 - 90.000; Vollzeit

Benefits dieser Stelle

Flexible work schedule

Health Insurance

Paid time off

Dental Insurance

Vision Insurance

Life Insurance

401(k) plan with matching

Zusammenfassung

Angela Adams Consulting Services is seeking a remote Consultant/Trainer who will work closely with independent insurance agencies to improve their operations and performance. This role requires a minimum of five years’ experience in the insurance sector.

Key responsibilities include delivering tailored consulting, fostering long-term client relationships, and guiding teams on using technology effectively. The position offers a flexible work schedule and various employee benefits, emphasizing a collaborative and innovative work environment.

Qualifikationen

• Experience leading operations in independent insurance agencies.
• Ability to manage multiple accounts effectively.
• Proficiency in Microsoft Office applications and agency management systems.

Aufgaben

• Partner with agency teams to enhance operations and workflows.
• Guide teams in using agency management systems effectively.
• Deliver consulting and training tailored to each agency.

Kenntnisse

Team-oriented mindset

Strong conflict resolution skills

Clear communication

Critical thinking

Solution-focused problem solving

Ausbildung

Minimum of five years’ experience with independent insurance agencies

Strong working knowledge of insurance coverage

Tools

Microsoft Office

Insurance agency management systems

Jobbeschreibung

Description

Consultant/Trainer
Remote Position – Travel Required
You’ve spent years working in or with an independent insurance agency.
You know the workflows, the systems, the challenges, the chaos, and the moments when things finally click. You’ve trained others, fixed broken processes, and quietly become the person everyone goes to when they’re stuck.
Now imagine doing that work without being tied to any one agency, book, or set of limitations.
At Angela Adams Consulting, we help independent insurance agencies operate better, grow smarter, and use technology the way it was meant to be used. We’re looking for experienced insurance professionals who want to turn their knowledge into impact and help agencies across the country thrive.
Angela Adams Consulting is the premier resource for independent insurance agencies providing advice, custom solutions, and remote services related to front and back-office insurance agency operations. Our Consultants, Trainers, Account Managers, Processors, and Insurance Specialists are the most elite professionals in the industry. Become part of a team that truly values collaboration, innovation, and shining the light to success for all independent insurance agencies. Our work schedule is flexible, and most employees work from the comfort of home, allowing them to enjoy work and a personal life. We provide extensive job training, and our Lighthouse Academy is available to all employees, providing an abundance of opportunity for professional growth in a variety of areas.

Duties

• Partner with agency owners and teams to improve operations, workflows, and performance
• Guide teams in using modern agency management systems and technology in practical, right-sized ways
• Support agencies in developing and empowering their people
• Improve the customer experience for agency clients by streamlining workflows, reducing friction, and creating consistent service experiences across the agency.
• Deliver consulting, training, and advisory services tailored to each agency’s size and stage
• Build long‑term client relationships rooted in trust and real results
• Collaborate with our Accounting, CSR, and Advisory teams to deliver holistic solutions

Requirements (How You Work)

• Team-oriented, collaborative mindset
• Solution-focused approach to problem solving
• Strong conflict resolution and relationship management skills
• Confidence and credibility to present your value to prospective clients and build trust quickly
• Clear, professional written and verbal communication, including the ability to explain complex topics
• Critical and creative thinker who challenges assumptions and seeks better ways to work

Qualifications (What You Bring)

• Minimum of five years’ experience working with or for independent insurance agencies
• Strong working knowledge of insurance coverage and agency accounting procedures
• Proficiency with insurance agency management systems, with the ability to learn new platforms quickly
• Proficiency in Microsoft Office (Outlook, Word, Excel, Teams)
• Highly organized with strong attention to detail and the ability to manage multiple accounts
• Reliable PC with high-speed internet and appropriate security protection
• Ability to travel approximately 8–12 days per month as needed

Benefits

• Flexible work schedule
• Health Insurance
• Paid time off
• Dental Insurance
• Vision Insurance
• Life Insurance
• 401(k) plan with matching

Performance Objectives

• Trusted Partner‑Level Client Relationships
• Impactful Consulting and Advisory Work
• Strong Data, Technology, and Operating System Expertise
• Business Growth and Cross‑Segment Collaboration
• Professionalism, Organization and Accountability