Insurance Agency Consultant and Trainer

Duties

• 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

• Team-oriented, collaborative mindset
• Solution-focused approach to problem solving
• Strong conflict resolution and relationship management skills
• Confidence and credibility to present your value to prospective clients and build trust quickly
• Clear, professional written and verbal communication, including the ability to explain complex topics
• Critical and creative thinker who challenges assumptions and seeks better ways to work