Insurance Training & Business Technology Leader

Our client a well-established and growing independent insurance agency is seeking a Training & Business Technology Leader to join their team. This individual will play a key role in building and delivering training programs that drive consistency technology adoption operational efficiency and employee effectiveness across the position will partner closely with department leadership to ensure employees understand the systems tools workflows and processes necessary to succeed in their roles. The ideal candidate will bring a strong blend of insurance operations knowledge training experience and process improvement expertise.

Key Responsibilities

Lead the development and delivery of training initiatives across core systems tools and operational processes
Partner with department leaders to create role-based onboarding training paths and process documentation
Support adoption of technology platforms and operational best practices across teams
Reinforce training standards and identify recurring process gaps inefficiencies or workflow inconsistencies
Assist in onboarding and foundational insurance education for new employees
Develop and maintain SOPs process guides checklists and training materials
Help implement quality assurance initiatives and partner with leadership on targeted development opportunities
Participate in workflow improvement initiatives that enhance client experience and operational effectiveness
Manage the full learning lifecycle including needs assessment curriculum development implementation and ongoing evaluation
Collaborate cross-functionally to support organizational consistency and continuous improvement efforts

Qualifications

• Bachelors degree preferred or equivalent industry experience
• 8 years of Commercial P&C insurance experience within an agency or brokerage environment
• 5 years of experience in training onboarding process improvement or operational implementation
• Experience supporting system rollouts workflow documentation and technology adoption initiatives
• Proficiency in Microsoft Office Suite and adaptability to agency management systems and learning platforms.
• Direct hands-on/working knowledge and experience with the technology listed above
• Insurance coverage expertise built in the field through a prior role such as (but not limited to) Commercial Lines Account Manager Underwriter or Account Executive; someone who has worked inside policies and coverage.
• Insurance designations (e.g. CIC CISR CPCU) preferred not required.

Compensation & Benefits

Base salary: $120K$130K
Annual performance bonus: 10% Target
Competitive PTO and benefits package

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