Training Manager

We’re seeking an experienced Insurance Training Manager to serve as an agency-wide training leader, making a significant and meaningful impact, shaping how colleagues learn, grow, and succeed from day one. You will play a critical part in strengthening consistency, quality, and confidence across the organization, directly influencing client outcomes and supporting our continued growth and excellence.

You’ll design and deliver impactful training and development initiates focused on standardized workflows, and industry best practices, across all of our lines of business: commercial, personal and private client, and employee benefits, while partnering closely with operations and leadership to drive consistency, quality, effectiveness and growth

• Lead new hire training for new colleagues, and ongoing training for the agency
• Design and deliver training on insurance processes, workflows, and compliance
• Facilitate training in multiple formats (in-person, virtual, LMS, self-guided)
• Serve as an Applied Epic subject matter expert for training new hires and colleagues and ensuring consistency and effectiveness for how G&A utilizes Applied Epic
• Audit work product to validate training effectiveness and ensure consistency
• Partner with cross-functional leadership to identify training needs and drive improvement

The ideal candidate brings not only technical and industry expertise, but also the mindset and behaviors required to be an effective, trusted trainer and agency partner.

• Embodies the core attributes of an effective trainer, including coachability, self-awareness, emotional intelligence, and a growth-minded approach.
• Approaches learning as a two-way process—open to feedback, reflective in practice, and committed to continuous improvement.
• Professionalism & Trust
• Demonstrates the highest level of discretion and professionalism and is trusted to handle confidential and sensitive colleague, performance, and business information appropriately.
• Communicates with tact, clarity, and respect, especially when delivering feedback or navigating change.
• Models professionalism and serves as a positive ambassador for the agency’s culture and guiding principles.
• Leadership Presence
• Preference for candidates who have previously led people, teams, or initiatives, formally or informally.
• Able to influence without authority and build credibility with colleagues at all levels, including senior leaders.
• Organization & Execution
• Highly organized with strong planning, documentation, and follow-through skills.
• Capable of managing multiple priorities, initiatives, and stakeholders simultaneously while meeting deadlines.
• Demonstrates initiative and creativity in designing, improving, and rolling out training programs and learning initiatives.
• Comfortable working independently to move initiatives forward while balancing cross-functional collaboration and alignment.
• Adaptability & Agility
• Able to pivot quickly and adjust direction as business needs, priorities, systems, or workflows evolve.
• Maintains effectiveness and a positive mindset in a fast-changing environment.
• Actively seeks, receives, and applies feedback to improve training effectiveness, materials, and delivery.
  
  Uses data, audits, and outcomes to refine programs and drive measurable improvement.

• 5+ years of commercial insurance experience (agency, brokerage, or carrier)
• Strong Applied Epic experience
• Experience delivering engaging, effective training and coaching
• In-depth knowledge of insurance operations, including industry best practices, regulatory and compliance requirements, and end-to-end insurance workflows.
• Strong communication, organization, and follow-through
• Ability to manage multiple priorities or projects independently

• QA, or leadership experience
• Active Property & Casualty license
• LMS or e-learning experience

• You’ll have agency-wide impact and visibility
• You’ll have a significant opportunity to shape training, quality, and colleague development
• You’ll experience a supportive, growth-focused culture
• Competitive benefits, PTO, and professional development support