Insurance Agency Trainer

Angela Adams Consulting•North Charleston, SC

6d•Remote

About The Position

Angela Adams Consulting is seeking experienced insurance professionals to serve as Consultants/Trainers for independent insurance agencies. This remote position requires travel and involves partnering with agencies to improve operations, workflows, and technology utilization. The role focuses on guiding teams, enhancing customer experience, and delivering tailored consulting and training services. As part of a collaborative and innovative team, you will help agencies thrive by leveraging your expertise in insurance agency operations.

Requirements

Team-oriented, collaborative mindset
Solution-focused approach to problem solving
Strong conflict resolution and relationship management skills
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
Critical and creative thinker who challenges assumptions and seeks better ways to work
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

Responsibilities

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.