Angela Adams Consulting Services
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.
Insurance Agency Consultant
🕒 January 9
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Angela Adams Consulting Services
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
• Develop partner level relationships with our clients by sharing our knowledge and experience • Conduct training sessions for independent insurance agencies • Assess and report on the operations of insurance agencies • Identify client needs and offer solution based services • Assist agencies in implementing new processes, new workflows, and new technologies • Ability to sell self to prospective clients • Ensure we are meeting contractual obligations to clients including time worked • Communicate regularly, proactively, and effectively with Leadership, internal staff, and clients • Maintain strict client confidentiality • Accurate timekeeping of both billable and non-billable work
🎯 Requirements
• Team oriented disposition • Able to travel 8 to 12 days a month • PC with high speed internet, spyware, and virus protection • Proficient in Microsoft Office • Solid written and oral communication skills • Minimum five years experience working with or for independent insurance agencies • Solutions oriented • Conflict resolution skills • Ability to sell self to prospective clients • Out-of-the-box thinker • Experience with Vertafore software
🏖️ Benefits
• Health Insurance • Paid time off • Dental Insurance • Vision Insurance • Life Insurance • 401(k) plan with matching
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