Insurance Trainer

Angela Adams Consulting Services

Consultant/Trainer providing advisory and training services to independent insurance agencies. Collaborating with teams to improve operations, workflows, and performance.

Posted 6/30/2026full-timeRemote • South Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in improving operations and workflows for independent insurance agencies, leveraging proficiency in agency management systems and a strong understanding of insurance coverage and accounting procedures. Capable of delivering tailored consulting and training services while building long-term client relationships.

Highest-signal resume keywords

Independent Insurance Agency ExperienceInsurance Coverage KnowledgeAgency Accounting ProceduresInsurance Agency Management Systems ProficiencyMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance Coverage KnowledgeAgency Accounting ProceduresInsurance Agency Management Systems ProficiencyMicrosoft Office Proficiency

Soft Skills

Highly OrganizedStrong Attention to Detail

Tools & Technologies

Microsoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft Teams

Industry Keywords

Independent Insurance AgenciesClient Relationship ManagementConsulting ServicesWorkflow ImprovementPerformance Enhancement

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
Proficiency in Microsoft Office (Outlook, Word, Excel, Teams)
Highly organized with strong attention to detail
Reliable PC with high-speed internet and appropriate security protection
Ability to travel approximately 8–12 days per month as needed

Benefits

Comp & perks

Flexible work arrangements
Professional development
Extensive job training
Opportunity for professional growth