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.

  Skills & Tags

  aidataproductdesign