Learning & Development Trainer II
Charlotte, NC - USA
Job Summary
About Brightway
Established in 2008 Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35 states and an impressive $1.3 billion in annual premiums we rank among the nations largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services marketing resources and continuous learning and development.
We are embarking on the next stage of our customer-centric growth driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member youll engage in exciting projects that are reshaping the industry working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients most valuable assets.
Scope
The Learning & Development Trainer II delivers high-impact multi-modal training experiences across all stages of the agency journeyfrom onboarding to ongoing developmentto strengthen brand alignment drive adoption of best practices and develop a winning mindset. Leveraging adult learning principles and innovative instructional design this role creates and facilitates engaging results-oriented learning that improves performance enhances customer satisfaction and supports Brightways strategic growth. Regular needs assessments content updates and continuous improvement efforts ensure that training remains relevant data-driven and aligned with business priorities.
Job Responsibilities
Design and deliver blended learning experiences including virtual instructor-led training (VILT) in-person workshops eLearning videos job aids leader guides webinars and other formats.
Develop goal-driven content using instructional design models such as ADDIE in collaboration with L&D teammates and subject matter experts.
Facilitate engaging training sessions on topics including insurance sales systems leadership customer service and agency operations.
Customize training schedules to minimize business disruption and support unit and franchisee performance goals.
Regularly assess learner needs and feedback to continuously improve training content and delivery methods.
Utilize the LMS and other technologies to deploy interactive multi-modal learning and manage content updates.
Promote peer learning and mentorship through forums coaching and participation in Brightways mentoring programs.
Conduct follow-up assessments and analyze training data surveys and KPIs to measure impact and effectiveness.
Proactively identify workflow process or service improvements that enhance training outcomes customer satisfaction and operational efficiency.
Maintain accurate and current training documentation including procedure manuals and departmental learning materials.
Collaborate cross-functionally with leaders and stakeholders to align training efforts with company goals and shared objectives.
Serve as a learning ambassador representing Brightway at internal and external events such as conferences and panels.
Document training activities and results in internal systems with accuracy and timeliness.
Perform other related duties as assigned.
Skills Licenses Certifications
Highly proficient in Microsoft Office products (Word Excel Outlook One Drive SharePoint Teams PowerPoint)
Proficient in basic IT troubleshooting system setup and navigation and ability to teach to others
Beginner level instructional design experience
Content development experience desired
Able to gather and analyze complex facts and data draw inferences weigh alternatives and present logical solutions
Exceptional facilitation skills in classroom and virtual settings
Education and Experience
Bachelors degree or equivalent
Property and Casualty (or state equivalent) insurance license preferred
Minimum of 3 years insurance experience in Personal and/or Commercial Lines (Commercial experience highly preferred)
Minimum of 4 years experience in Training (or related field)
Prior Manager or Producer-level experience within an insurance agency preferred
Soft Skills
Exceptional customer service mindset; a desire and ability to lead a group to superior outcomes
Excellent verbal and written communicator; must be able to convey the most complex of ideas in a clear and concise manner
Ability to learn new Brightway systems and procedures quickly
Superior independent judgment and decision making
Superior creativity in problem solving
Ability to learn embrace and put into practice new concepts and skills
Excellent time management skills; is able to model this behavior for others on the team
Leader in the organization; supports management in delivering messages to employees
Passion for helping others succeed and dedication to lifelong learning
Exhibits our company values on a daily basis:
Enthusiastic relationship builder!
Equal Employment Opportunity:
Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race color national origin sex age disability religion sexual orientation gender identity or any other characteristic protected by applicable law.
We believe that a diverse workforce is essential to our success and fosters innovation creativity and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment where everyone has an equal opportunity to succeed and grow.
Required Experience:
IC
About Company
We’re The Right Way To Do Insurance. The Brighter Way. And Only Brightway Knows How To Get It Done This Way.