Note: The job is a remote job and is open to candidates in USA. FBSPL is hiring an Insurance Consultant to support U.S.-based independent Property & Casualty insurance agencies and brokerages. The role focuses on assessing and improving agency operations, workflows, technology usage, data quality, and team effectiveness through consulting, documentation, training, implementation, and process optimization.
Responsibilities
- Conduct discovery sessions with agency owners, leadership, Account Managers, CSRs, and operations teams
- Understand agency structure, staffing, workflows, technology, and AMS usage
- Review Personal and Commercial Lines processes including new business, renewals, endorsements, certificates, policy checking, claims support, cancellations/reinstatements, billing, and document management
- Identify process gaps, bottlenecks, duplication, manual work, inconsistent practices, and operational risks
- Document current-state processes and recommend improved future-state workflows
- Prepare findings and recommendations for agency leadership
- Design practical, scalable P&C insurance workflows
- Develop workflows for new business, renewals, endorsements, certificates, policy checking, claims support, cancellations, billing, document management, and client/carrier communications
- Create SOPs with defined steps, ownership, controls, responsibilities, and expected outcomes
- Develop process maps, checklists, templates, job aids, and training materials
- Improve handoffs between producers, Account Managers, CSRs, accounting, and other teams
- Assess and improve AMS utilization and system discipline
- Review client, policy, carrier, activity, attachment, documentation, and data-entry practices
- Identify underused features and inconsistent processes
- Establish standardized AMS and data-entry procedures
- Improve data accuracy, consistency, searchability, and reporting
- Work with Applied Epic, Vertafore AMS360, HawkSoft, QQCatalyst, or similar platforms
- Identify incomplete, duplicate, outdated, or inconsistent AMS data
- Develop data cleanup and remediation plans
- Support cleanup of client, policy, carrier, line-of-business, activity, attachment, certificate, and endorsement records
- Establish data standards and validation procedures
- Support AMS migration/conversion projects, including data mapping, cleanup, validation, reconciliation, and post-migration review
- Coordinate with agency stakeholders, technology providers, and internal teams
- Develop training programs based on new workflows and SOPs
- Train agency employees on workflows, SOPs, AMS usage, documentation, data-entry standards, quality controls, and servicing expectations
- Conduct virtual training and implementation workshops
- Monitor adoption and identify additional training needs
- Support onboarding and knowledge-transfer programs
- Help implement approved process improvements
- Develop implementation plans, timelines, responsibilities, and dependencies
- Support pilot programs and broader rollouts
- Track implementation progress and resolve adoption challenges
- Conduct post-implementation reviews and refine processes based on results
- Identify repetitive and manual activities suitable for automation
- Work with technology teams to define practical insurance automation use cases
- Evaluate AMS workflows, integrations, APIs, RPA, AI, and other technology solutions
- Support testing, implementation, user acceptance, and adoption
- Ensure technology recommendations align with actual insurance processes and controls
- Identify opportunities to reduce turnaround time, rework, manual effort, duplication, and servicing inconsistencies
- Help establish KPIs, service standards, quality controls, and performance measures
- Analyze workload distribution and team capacity
- Recommend scalable processes that support agency growth
- Support continuous improvement initiatives
- Improve renewal and retention workflows
- Identify operational issues affecting client retention
- Develop cross-sell and account-rounding processes
- Improve follow-up and opportunity tracking
- Establish structured client communication processes
- Use agency data to identify business opportunities
- Leading discovery, audit, implementation, and training meetings
- Asking detailed insurance and operational questions
- Professionally challenging inefficient processes
- Presenting findings and recommendations to agency owners and senior leaders
- Explaining recommendations and their business rationale
- Managing client expectations, action items, and timelines
- Managing multiple projects simultaneously
Skills
- Strong understanding of U.S. P&C insurance agency operations
- Hands-on experience with Personal Lines and/or Commercial Lines
- Understanding of the P&C policy lifecycle, including quoting, submissions, proposals, binding, renewals, endorsements, certificates, policy checking, cancellations/reinstatements, claims support, billing, and document management
- Experience in an insurance agency, brokerage, insurance operations, or insurance consulting environment
- Hands-on experience with one or more Agency Management Systems , preferably Applied Epic, AMS360, HawkSoft, QQCatalyst, or similar
- Ability to assess and redesign processes into standardized, scalable workflows
- Strong SOP, process documentation, workflow, and process-mapping skills
- Strong analytical and problem-solving skills with a focus on root-cause analysis
- Excellent written and verbal communication skills
- Ability to communicate with U.S.-based agency owners, executives, and operational teams
- Strong presentation, facilitation, and training skills
- Ability to manage multiple projects and priorities with attention to detail
- U.S. independent P&C agency operations
- Commercial Lines experience, including General Liability, Commercial Property, BOP, Commercial Auto, Workers' Compensation, Umbrella/Excess, and Professional Liability
- Personal Lines experience
- Experience across multiple P&C lines and carrier/wholesaler workflows
- Applied Epic or Vertafore AMS360
- AMS implementation, optimization, cleanup, migration, or conversion
- Insurance workflow redesign and SOP development
- Operational audits, QA, and process controls
- Staff training and onboarding
- Insurance operations consulting or business process improvement
- Automation or technology implementation
- Lean, Six Sigma, or similar process-improvement methodologies
- Familiarity with ACORD forms, carrier portals/raters, class codes, submissions, marketing, proposals, bind requests, premium finance agreements, Evidence of Property Insurance, certificates, endorsements, and policy documentation is preferred
- Exposure to admitted/non-admitted markets, wholesalers/MGAs, and carrier market-placement workflows is also preferred
Benefits
- Office / Remote Client Engagement
Company Overview