Insurance Consultant, Trainer

Job not on LinkedIn

🕒 July 3

🌴 South Carolina – Remote

🌴 South Carolina – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🔒 Insurance

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Angela Adams Consulting Services

WebsiteLinkedInAll Job Openings

51 - 200 employees

👥 HR Tech

💸 Finance

Consulting • HR Tech • Finance

Angela Adams Consulting Services is a nationally recognized and highly respected firm specializing in supporting and transforming insurance agencies across the United States. Founded in 2001, this company has built a reputation for providing expert advisory services, coaching, consulting, training, and virtual operations management tailored specifically for insurance agencies. With a diverse team of US-based professionals with direct experience in owning and operating insurance agencies, Angela Adams Consulting offers customized solutions in marketing, human resources, accounting, bookkeeping, virtual CFO services, and financial analysis. They focus on enhancing agency operations through technology, improving customer experiences, and developing robust strategies for growth and efficiency, ensuring that agencies can find success in a competitive market. Angela Adams Consulting Services excels in remote accounting solutions, insurance specialist services, comprehensive staff training, and system-specific consulting, all aimed at maximizing agency performance and productivity.

📋 Description

• 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

• 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