Insurance Consultant, Trainer

Angela Adams Consulting Services

Consultant/Trainer for independent insurance agencies focusing on operations and workflows. Supporting agencies with consulting, training, and technology integration to enhance performance.

Posted 7/3/2026full-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 agency management systems and technology to enhance client experiences. Strong ability to build long-term client relationships and deliver tailored consulting and training services.

Highest-signal resume keywords

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

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Insurance Coverage KnowledgeAgency Accounting ProceduresInsurance Agency Management Systems ProficiencyMicrosoft Office ProficiencyWorkflow Improvement

Soft Skills

Highly OrganizedAttention to DetailRelationship BuildingCollaboration

Tools & Technologies

Agency Management SystemsMicrosoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft Teams

Industry Keywords

Independent Insurance AgenciesClient ExperienceConsulting ServicesTraining ServicesHolistic Solutions

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 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

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, with the ability to learn new platforms quickly
Proficiency in Microsoft Office (Outlook, Word, Excel, Teams)
Highly organized with strong attention to detail and the ability to manage multiple accounts
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 schedule
Health Insurance
Paid time off
Dental Insurance
Vision Insurance
Life Insurance
401(k) plan with matching