5-10

Insurance Agency Consultant

1/8/2026

The Insurance Agency Consultant will develop partner-level relationships with clients, conduct training sessions, and assess agency operations. They will also assist in implementing new processes and technologies while ensuring contractual obligations are met.

Working Hours

40 hours/week

Company Size

51-200 employees

Language

English

Visa Sponsorship

About The Company

Angela Adams Consulting is the premier resource for independent agencies providing advice, custom solutions, and remote services related to front and back-office insurance agency operations. Our elite team of consultants, accountants, and insurance specialists have real insurance agency experience. We pride ourselves on moving beyond obstacles created by software, outdated processes, or inexperience. It is hard to list our services because we partner uniquely with each one of our clients. We understand that each client has a unique culture, goals, market segments, and environment, so we work hard to customize solutions that will yield the best results for their distinct needs. With Angela Adams Consulting, you can feel confident that your team has the knowledge and ability to serve your clients and grow your business. Our goal is to see agencies just like yours be more successful. Whether it is short-term assistance or a long-term partner you are looking for, Angela Adams Consulting is the best solution!

About the Role

Description

Who Are We?

Are you tired of working 80 hours a week? Join our team to take what you love about working in the insurance industry to a whole new level. Serve people all over the country through hundreds of agencies by helping our clients do what they do best. Angela Adams Consulting is the premier resource for 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 their home which enables them to enjoy work/life balance. We provide extensive job training, and our Lighthouse Academy is available to all employees – providing an abundance of opportunities for professional growth in a variety of areas.

Duties

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

Key Skills

Team OrientedConflict ResolutionSolutions OrientedCommunication SkillsSales SkillsTrainingProcess ImplementationTechnology ImplementationMicrosoft OfficeVertafore Software