[Hiring] Insurance Agency Consultant and Trainer @Angela Adams Consulting Inc

Role Description

As a Consultant / Trainer, you serve as a trusted advisor to independent insurance agencies. This is not a call-center role, a quota-only sales job, or a one-size-fits-all training position.

• 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

Qualifications

• 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

Requirements

• 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

Benefits

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