Insurance Agency Consultant
Angela Adams Consulting Services
full-time
Posted on:
Location Type: Remote
Location: South Carolina • United States
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About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Microsoft OfficeVertafore software
Soft skills
team orientedcommunication skillssolutions orientedconflict resolutionout-of-the-box thinker