Angela Adams Consulting Services

Insurance

• 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

Insurance Consultant, Trainer

Processor

• Provide remote CSR services in both commercial and personal lines to agency clients, operating within AMS360.
• Ensure agencies receive accurate, timely, and professional support in managing their daily service needs.
• Help agencies operate more efficiently, enhance client satisfaction, and maintain compliance with the industry’s best practices.
• Generate and process daily downloads of reports.

Customer Service Representative

• Accurately record and post DB payments in AMS360
• Maintain detailed documentation and reporting for audit and compliance purposes
• Reconcile carrier DB statements and resolve discrepancies
• Pull statements from carrier websites
• Monitor accounts to ensure timely processing and posting of all transactions
• Act as a liaison between carriers, clients and internal staff regarding billing matters
• Timesheets submitted daily and all-time entries include detailed notes
• Keep an accurate record of time spent on each task using timers
• Non-billable admin time should be 10% or less than the total time worked
• Attend/participate in all required meetings
• Clock in/out according to policy
• Find opportunities to prevent loss to Angela Adams Consulting and Angela Adams Consulting Clients
• Plan, coordinate, and organize work effectively
• Adhere to Angela Adams Consulting core values
• Adhere to Angela Adams Consulting employee guide – maintain confidentiality, limit absenteeism, communicate schedule changes with the manager
• Update individual performance plan monthly to achieve your own goals and track your own results
• Complete assignments on time
• Assist other employees during uneven workload
• Work as part of the team and cooperate with others

Direct Bill Processor

• Partner with agency owners and teams to improve operations, workflows, and performance
• Guide teams in using modern agency management systems and technology
• Support agencies in developing and empowering their people
• Improve the customer experience for agency clients by streamlining workflows
• 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

Insurance Trainer

Account Manager

• Manage assigned client relationships
• Oversee accounting functions and deliver accurate financial reporting
• Ensure all contractual obligations are met including scope, timelines, and billable hours
• Deliver accurate month-end reporting, analysis, and General Ledger reviews
• Manage and track project revenue, budgets, and contractual commitments
• Delegate work to Junior Account Managers and Support Center resources and verify accuracy and timeliness
• Provide proactive client communication and manage expectations
• Identify risks, discrepancies, and improvement opportunities through GL review and project oversight
• Mentor and train Junior Account Managers through coaching and feedback
• Maintain accurate, compliant timekeeping for all billable and non-billable work
• Protect client confidentiality and adhere to company policies and standards

Accounting Account 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

Insurance Consultant, Trainer

Customer Service Representative

Direct Bill Processor

Insurance Trainer

Accounting Account Manager

Insurance Specialist