Agency Operations Trainer – Employee Benefits

🕒 May 8

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Keystone Agency Partners

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2020

💸 Finance

🤝 B2B

💰 Private Equity Round on 2023-01

Insurance • Finance • B2B

Keystone Agency Partners is a rapidly growing insurance brokerage platform that acquires and partners with independent insurance agencies throughout the United States. The company provides best-in-class services and capital investment to unlock potential and drive profitable growth for its partner agencies. Keystone Agency Partners supports independent insurance agencies by allowing them to maintain their brand identity while benefiting from enhanced resources and strategic support, thereby enabling them to achieve their financial goals and envisioned future.

📋 Description

• Deliver engaging, role-based training for Employee Benefits technology stack, including Applied Epic, Applied Benefit Designer, and other agency tools that support end-to-end workflows • Facilitate system demos, workflow walk-throughs, onboarding sessions, and reinforcement/optimization training aligned to implementations, conversions, and rollout plans • Gather feedback from learners, leaders, and support teams to identify training gaps or opportunities for improvement • Develop and maintain training materials, including job aids, quick reference guide, playbooks, e-learning/microlearning content (as applicable) • Support the translation of end-to-end Employee Benefits workflows into clear, practical guidance that integrates process + system usage + servicing standards • Keep training content current with changes to workflows, systems, carriers, compliance requirements, and operating models • Partner with Technology, Product/Workflow Owners, and Configuration teams to understand system updates and translate them into user-friendly training • Work closely with Employee Benefits Operations leaders, Training & Development teammates, Change Management, Product / Workflow Owners, Technology and Field Support teams • Ensure training reflects standard processes and aligns with broader operational and change initiatives • Act as a trusted, approachable resource for employees learning new workflows or systems

🎯 Requirements

• 5+ years of experience in insurance operations, employee benefits servicing, or a related role • Direct experience working in Employee Benefits, supporting Group and/or Individual Life & Health • Practical understanding of end-to-end Employee Benefits workflows and servicing models • Experience delivering training, coaching, or peer enablement in an operational environment • Comfort presenting to groups and facilitating learning discussions • Experience supporting system rollouts, process changes, or operational transformations • Hands-on experience with Applied Epic for Employee Benefits required • Experience with Applied Benefit Designer highly desired • Familiarity with a modern insurance agency technology stack • Strong communication skills with the ability to explain complex concepts clearly and practically • Willingness to travel approximately 50-75% • Ability to pass a criminal background check, as permitted by law.

🏖️ Benefits

• Competitive Salary • Health Insurance Plans (PPO, HSA, Copay Options) • Dental Insurance • Vision Insurance • Company Paid Disability Insurance • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance • 401(k) with Safe Harbor Match • Paid Time Off • Paid Holidays