Angela Adams Consulting Services

Insurance

• 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

Insurance Agency Trainer

Financial Planning and Analysis

• Ensure contractual obligations to clients including time worked and deliverables are met
• Communicate regularly, proactively, and effectively with leadership, internal staff, prospects, and clients
• Identify additional client needs, and offer solution based services
• Maintain strict client, company, and staff confidentiality
• Accurate timekeeping of both billable and non-billable work
• Year-End Collaboration with CPA
• Year-End Financial Reporting
• Production vs Income Reporting
• Due Diligence/Pro Forma Reporting
• Expense Analysis
• General Ledger Review
• Comprehensive Sales and Production Reports
• Producer Commission Management
• Trust Banking Management
• Trending P&L Statements
• Budgeting
• Carrier volume management

Financial Analyst

Account Manager

• Oversee designated accounting functions of assigned clients
• Ensure we are meeting contractual obligations to clients including time worked
• Communicate regularly, proactively, and effectively with Leadership, internal staff, and clients
• Mentor and train up-and-coming account managers, as needed
• Receive work from clients and delegate to team members
• Verify that client work has been completed accurately and in a timely manner
• Communicate directly with Insurance Companies, Banks, CPAs, Payroll vendors and other vendors when necessary and authorized by client
• General Ledger reviews and Month End reporting
• Identify additional client needs, and offer solution based services
• Maintain strict client confidentiality
• Accurate timekeeping of both billable and non-billable work

Accounting Manager

• 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

Angela Adams Consulting Services

Insurance Agency Trainer

Financial Analyst

Accounting Manager

Insurance Specialist

Insurance Agency Consultant