Role Description
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.
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.
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Partner with agency owners and teams to improve operations, workflows, and performance
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Guide teams in using modern agency management systems and technology in practical, right-sized ways
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Support agencies in developing and empowering their people
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Improve the customer experience for agency clients by streamlining workflows, reducing friction, and creating consistent service experiences across the agency
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Deliver consulting, training, and advisory services tailored to each agency’s size and stage
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Build long-term client relationships rooted in trust and real results
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Collaborate with our Accounting, CSR, and Advisory teams to deliver holistic solutions
Qualifications
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Minimum of five years’ experience working with or for independent insurance agencies
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Strong working knowledge of insurance coverage and agency accounting procedures
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Proficiency with insurance agency management systems, with the ability to learn new platforms quickly
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Proficiency in Microsoft Office (Outlook, Word, Excel, Teams)
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Highly organized with strong attention to detail and the ability to manage multiple accounts
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Reliable PC with high-speed internet and appropriate security protection
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Ability to travel approximately 8–12 days per month as needed
Requirements
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Team-oriented, collaborative mindset
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Solution-focused approach to problem solving
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Strong conflict resolution and relationship management skills
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Confidence and credibility to present your value to prospective clients and build trust quickly
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Clear, professional written and verbal communication, including the ability to explain complex topics
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Critical and creative thinker who challenges assumptions and seeks better ways to work
Benefits
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Flexible work schedule
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Opportunity to work from home
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Extensive job training
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Access to Lighthouse Academy for professional growth