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 organization. This 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

• Bachelor’s 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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