Full-Time
Insurance Commercial Operations Trainer
First United Bank
No salary listed
Plano, TX, USA + 1 more
More locations: Moore, OK, USA
In Person
Bachelor's
Category
 Business & Strategy (1) |
|---|
Required Skills
Microsoft Office
Quality Assurance (QA)
Requirements
- A high school diploma or GED equivalent is required.
- At least 3 years of commercial lines insurance experience is required.
- The candidate must have a strong understanding of commercial insurance products, underwriting, and servicing workflows.
- The candidate must obtain and maintain applicable licensing as required.
- The candidate must be able to explain technical insurance concepts clearly and effectively.
- The candidate must have strong organizational and project management abilities.
- The candidate must be proficient with Microsoft Office and virtual meeting or training tools.
Responsibilities
- Design, implement, and maintain training programs for commercial lines staff, including onboarding, systems training, coverage education, and workflow procedures.
- Conduct virtual and in-person training sessions for new hires and existing employees.
- Develop training materials, job aids, standard operating procedures, guides, and reference resources.
- Partner with agency leadership to identify knowledge gaps and training opportunities.
- Provide education on general liability, commercial property, workers’ compensation, commercial auto, umbrella and excess liability, professional liability, and industry-specific programs.
- Train staff on agency management systems, carrier platforms, and internal processes.
- Monitor employee progress and provide coaching, feedback, and follow-up support.
- Assist with quality assurance initiatives and workflow standardization.
- Stay current on industry trends, carrier updates, compliance requirements, and best practices.
- Collaborate with department managers to improve operational efficiency and service excellence.
Desired Qualifications
- A college degree is preferred.
- Previous training, mentoring, supervisory, or leadership experience is preferred.
- An active Property and Casualty license is preferred.
- Experience with Applied Epic agency management systems is preferred.
- Curriculum development or instructional design experience is preferred.
- Experience in independent insurance agencies is preferred.
- Knowledge of carrier websites, carrier portals, and commercial lines marketing processes is preferred.
- The ability to adapt training for varying experience levels and learning styles is preferred.