Training Specialist - Insurance Operations

 

What you will be doing:

• Develop and deliver instructor-led, virtual, and e-learning training for: 
  • Employees (claims, underwriting, customer service, corporate functions) 
  • Independent agencies and producers 
• Translate complex insurance products, underwriting guidelines, and operational requirements into clear, actionable training content. 

• Facilitate onboarding and role-based training for new hires and newly appointed agencies/producers. 

• Support training related to new products, pricing changes, system implementations, and process updates. 

• Design and administer agency training programs aligned with underwriting appetite, risk selection standards, and operational expectations. 

• Track agency training completion and support documentation needed for regulatory exams, audits, and carrier oversight. 

• Manage training assignments, completion tracking, and reporting within the LMS or agency training platform. 

• Maintain training curricula, schedules, and documentation for internal and external audiences. 

• Produce completion and effectiveness reports for leadership, Compliance, and regulators. 

• Collaborate with department leaders, Distribution, and Training leadership to identify training needs and performance gaps. 

• Recommend training solutions that reinforce consistent execution and regulatory compliance. 

• Support continuous improvement initiatives through targeted training interventions. 

• Update training materials to reflect regulatory changes, underwriting updates, product changes, and system enhancements. 

• Ensure consistency across employee and agency training content. 

• Apply adult learning and instructional design best practices. 

• Monitor the performance and progress of trainees during and after training, offering structured guidance and feedback. 

• Collect feedback on sessions from attendees to use for future improvements to content and presentation. 

• Develop and create training aids, as needed. 

• Stay up to date with industry trends, regulations, and best practices related to P&C insurance. 

• Perform other duties as assigned. 

What you already have:

Education, Experience, and Licensing Requirements:

• Bachelor’s degree in Education, Instructional Design, Human Resources, Insurance or related field. 

• Minimum 4 years’ experience supporting P&C insurance operations and/or agency distribution models. 

• Minimum 3 years’ experience in training, learning & development, or operational instruction.  

• Professional certifications in instructional design/adult learning or within the insurance industry (e.g., CPCU, AIC) are a plus.aidataproductdesign