Insurance Agency Consultant and Trainer

Description

Who Are We

Angela Adams Consulting is the premier resource for independent insurance agencies providing advice, custom solutions, and remote services related to front and back-office insurance agency operations. Our Consultants, Trainers, Account Managers, Processors, and Insurance Specialists are the most elite professionals in the industry. Become part of a team that truly values collaboration, innovation, and shining the light to success for all independent insurance agencies. Our work schedule is flexible, and most employees work from the comfort of home, allowing them to enjoy work and a personal life. We provide extensive job training, and our Lighthouse Academy is available to all employees, providing an abundance of opportunity for professional growth in a variety of areas.

The Role

Remote Position – Travel Required

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.

At Angela Adams Consulting, we help independent insurance agencies operate better, grow smarter, and use technology the way it was meant to be used. We’re looking for experienced insurance professionals who want to turn their knowledge into impact and help agencies across the country thrive.

Core Responsibilities

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

Success in this role looks like

Success in this role means serving as a trusted advisor and strategic partner to insurance agencies. Clients rely on you to improve performance, strengthen processes, and make smarter use of technology. Your guidance is valued to the extent that clients routinely involve you before making major operational, technology, or organizational decisions. You are successful when your expertise drives measurable operational improvement, deepens client relationships, and expands engagement with Angela Adams Consulting services beyond your individual assignments and into other segments of the organization

Benefits

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

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
• •Experience with Vertafore software
• •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
• •Collaborative mindset with strong conflict resolution and relationship management skills
• •Solution focused, creative thinker who challenges assumptions and seeks better ways to work
• •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