Insurance Specialist

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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

• Ensure we are meeting contractual obligations to clients including time worked • Communicate regularly, proactively, and effectively with Leadership, internal staff, and clients • Verify that client work has been completed accurately and in a timely manner • Maintain strict client confidentiality • Accurate timekeeping of both billable and non-billable work • Identify additional client needs, and offer solution-based services

🎯 Requirements

• Minimum one year of independent insurance experience • Experience with Vertafore agency management systems (preferred) • Insurance P&C License strongly preferred • Strong Knowledge of insurance coverage and service procedures. • Highly organized with attention to detail and ability to manage multiple accounts. • Proficient in agency management systems and Microsoft Office applications.

🏖️ Benefits

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

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