Job Overview:

We are searching for a Service Trainer to oversee our internal service team and continually develop, implement, and monitor adherence to our procedures and workflows. The role involves increasing insurance service excellence, efficiency, and professionalism through process improvements and automation utilization.

If you have a passion for learning and development, want to contribute to the career growth of others, and pride yourself on leading others, this may be the role for you!

Responsibilities:

• Assist in talent acquisition.
• Set training procedures and standards.
• Monitor team activities.
• Strives to exceed best practices for client retention and supports new business goals.
• Provide technical knowledge and support on commercial coverages.
• Be the EPIC champion and understand everything to service clients utilizing the agency management system.
• Implement new products or systems to help team service clients better.
• Audits conducted to ensure the team is adhering to our processes and procedures:
• Workflows
• Policies
• Client setups
• Commission
• Informs his/her team and agency management of major developments/results in a timely manner.
• Be the liaison between risk advisors (sales) and the internal team to make sure everyone is on the same page.
• Keeps current on carriers, products, risk areas, and legislation that affects prospects/clients.
• Assign books of business and individual tasks to team members.
• Works behind the team when coverage is needed for absences.
  
  

Qualifications:

• Advanced degree from college or technical school; a combination of education and experience will be considered for candidates without an advanced degree
• Prior leadership and personnel management
• Prior insurance experience preferred
• Tech savvy; ability to navigate multiple systems including Agency Management Software; Intermediate skills in Microsoft Office products
• Experience with Applied Epic preferred
  
  
  

Benefits:

• Work/Life balance
• Health/Dental/Vision insurance
• Nurse concierge
• Telehealth with mobile urgent care service
• 401k with dollar-for-dollar match
• PTO and paid holidays
• Wellness resources
• Free food, snacks, and beverages