Insurance Business Applications Trainer

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

We are seeking a dynamic and experienced Insurance Business Applications Trainer to lead training initiatives across our core insurance platforms—Sagitta, ImageRight, BenefitPoint, and Nexsure. This role is responsible for designing, developing, and delivering engaging training programs for internal teams, ensuring successful adoption and optimal use of business applications.

WORK LOCATION: Hybrid - 3 days a week at an EPIC office - view our list of locations here: https://www.epicbrokers.com/about/locations/

WHAT WE’RE LOOKING FOR:

• REQUIRED: Experience working for an insurance agency or broker, and understands workflows and scenarios typically encountered in insurance.
• REQUIRED: Experience training insurance professionals - this role will do in-person and virtual trainings, create procedure manuals and reference materials, and create training videos. Some travel will be required for in-person trainings.
• Preferred but not required: Experience working with one of the following agency management software systems: Sagitta, BenefitPoint, Vertafore, or Nexsure.
• High attention to detail, and the ability to learn and understand software systems quickly.
• Candidates with strong, professional communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.
• Positive and outgoing disposition, eager to work as a team but also functions well working independently.

WHAT YOU’LL DO: 

A detailed list of job duties includes (but is not limited to):

• Design and deliver training (virtual and in-person) for new hires and existing staff on Sagitta, ImageRight, BenefitPoint, and Nexsure.
• Develop interactive training content, including manuals, e-learning modules, videos, and quick-reference guides.
• Apply adult learning principles to ensure effective knowledge transfer and retention.
• Conduct needs assessments to identify skill gaps and customize training accordingly.
• Collaborate with SMEs and department leads to ensure training aligns with business processes.
• Maintain and update training materials to reflect system upgrades and process changes.
• Provide ongoing support and coaching to users with varying technical proficiency.
• Track training effectiveness through feedback, assessments, and performance metrics.
• Assist with onboarding processes and contribute to the development of a learning culture.

WHAT YOU’LL BRING:

• Proven experience training users on Sagitta, ImageRight, BenefitPoint, and Nexsure preferred.
• Strong background in content creation using tools like Articulate, Camtasia, or Adobe Captivate.
• Excellent communication and presentation skills.
• Ability to simplify complex systems for non-technical audiences.
• Strong organizational and project management skills.
• REQUIRED: Experience with insurance agency workflows and terminology.
• Bachelor’s degree in Education, Communications, Information Systems, or related field preferred

COMPENSATION: 

The national average salary for this role is $80,000 - $95,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

#LI-AT1

#LI-Hybrid

(3148)