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Angela Adams Consulting Services · 1 day ago

Insurance Agency Consultant

North Charleston, SC

Full-time

Hybrid

Senior Level

5+ years exp

Angela Adams Consulting Services is a premier resource for agencies providing advice and custom solutions related to insurance agency operations. The Insurance Agency Consultant will develop relationships with clients, conduct training sessions, and assist agencies in implementing new processes and technologies.

AdviceConsultingInsuranceProfessional Services

Responsibilities

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

Qualification

Vertafore softwareMinimum five years experience with insurance agenciesProficient in Microsoft OfficeSolutions orientedSolid writtenTeam oriented dispositionSell self to clientsOral communication skillsConflict resolution skillsOut-of-the-box thinker