Agency Operations Trainer – Property & Casualty

OperationsOperationsFull TimeRemoteSeniorTeam 1,001-5,000Since 2020H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

22 days ago

Salary

0

Seniority

Senior

5 yrs expEnglish

Job Description

Agency Operations Trainer – Property & Casualty

Keystone Agency Partners

• 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.

Job Requirements

  • 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.

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

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