Agency Operations Trainer – Property & Casualty

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Keystone Agency Partners

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 2020

💸 Finance

🤝 B2B

💰 Private Equity Round en 2023-01

Insurance • Finance • B2B

Keystone Agency Partners est une plateforme de courtage d'assurance en pleine croissance qui acquiert et s'associe à des agences d'assurance indépendantes à travers les États-Unis. L'entreprise offre des services de premier ordre et des investissements en capital pour libérer le potentiel et stimuler la croissance rentable de ses agences partenaires. Keystone Agency Partners soutient les agences d'assurance indépendantes en leur permettant de conserver leur identité de marque tout en bénéficiant de ressources améliorées et d'un soutien stratégique, leur permettant ainsi d'atteindre leurs objectifs financiers et leur avenir envisagé.

Description

• Deliver engaging, role-based training for the P&C technology stack, including Applied Epic, 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, workflow documents, playbooks, e-learning/microlearning content (as applicable). • Support the translation of end-to-end P&C 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 P&C 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.

🎯 Exigences

• 5+ years of experience in insurance operations, P&C servicing, or a related role • Direct experience working in P&C, supporting large, mid, small and surety businesses • Practical understanding of end-to-end P&C 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 P&C required • 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.

🏖️ Avantages

• 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