Insurance Consultant, Trainer

This is a fully remote position, open to applicants in South Carolina.

📋 Description

• Collaborate with agency owners and their teams to enhance operations, workflows, and overall performance

• Assist teams in utilizing contemporary agency management systems and technology in effective and appropriate ways

• Aid agencies in nurturing and empowering their personnel

• Elevate the customer experience for agency clients by optimizing workflows, minimizing friction, and establishing consistent service experiences throughout the agency.

• Provide consulting, training, and advisory services customized to the size and development stage of each agency

• Forge long-lasting client relationships based on trust and tangible results

• Work in conjunction with our Accounting, CSR, and Advisory teams to offer comprehensive solutions

⛳️ Requirements

• At least five years of experience working with or for independent insurance agencies

• Solid understanding of insurance coverage and agency accounting practices

• Proficient in insurance agency management systems, with a quick aptitude for learning new platforms

• Skilled in Microsoft Office (Outlook, Word, Excel, Teams)

• Highly organized with a keen attention to detail and the capability to manage multiple accounts

• Dependable PC with high-speed internet and adequate security measures

• Willingness to travel approximately 8–12 days per month as required

🏝️ Benefits

• Flexible work schedule

• Health Insurance

• Paid time off

• Dental Insurance

• Vision Insurance

• Life Insurance

• 401(k) plan with matching