Insurance Consultant, Trainer

• 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

• 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

Core Competencies

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.