Business Insurance Training Leader

About the role

Marsh Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of Marsh (NYSE: MRSH). This role requires applicants to be within driving distance of the Ridgeland, MS office and able to commute to the office a minimum of three days per week.

Responsibilities

• Lead the end-to-end training lifecycle for all Business Insurance service team members, including new hire onboarding, role-specific training, and continuous professional development on AMS, ImageRight, and standard operating procedures.
• Develop, schedule, and coordinate ongoing continuing education classes to ensure team members remain current with industry standards, regulatory requirements, and company policies.
• Author, revise, and deliver training on service team workflows, driving adoption and proficiency across the team.
• Plan, coordinate, and facilitate regular refresher sessions on policies, procedures, and best practices to reinforce compliance and operational excellence.
• Develop and maintain training strategy and instructional style guidelines to ensure consistent delivery across the region.
• Lead and participate in training sessions.
• Back up and support Business Insurance trainers as needed.
• Partner with regional business leaders to align training programs with regional initiatives and priorities.
• Collaborate with the business process team to identify process changes and translate them into timely training interventions.
• Review file audit and quality results to identify trends and target training needs and remediation.
• Create and maintain consistent onboarding and ongoing training pathways for new hires and existing staff, including role-based curricula and ramp milestones.
• Work with business process owners to identify and schedule relevant training topics for regular department meetings.
• Partner with subject matter experts to design practical training materials, job aids, and assessments.
• Assist with maintaining and updating the regional training playbook and core reference materials to reflect current processes and system changes.
• Serve as a trusted mentor and coach to BI service team members, fostering professional growth, skill development, and a high-performance mindset.
• Provide leadership in identifying individual and team training needs, recommending tailored development plans to enhance capabilities and career progression.
• Collaborate with management to support talent development initiatives, succession planning, and knowledge transfer within the BI service team.
• Champion a culture of continuous learning, innovation, and accountability aligned with company values.
• Act as a liaison between training functions and business leaders to ensure alignment of training programs with strategic objectives and operational priorities.

Requirements

• Bachelor’s degree in Risk Management, Learning & Development, Business, or a related discipline; or equivalent professional experience in Commercial Insurance within an agency, broker, or carrier environment.
• 10 years of progressive agency client service experience, with demonstrated responsibility for training, development, or team leadership.
• Proven ability to present complex information effectively to diverse audiences across multiple skill levels; prior formal training or instructional design experience is highly preferred.
• Exceptional verbal and written communication skills, with the ability to create clear, engaging, and impactful training materials.
• Strong self-motivation and the ability to work independently with minimal supervision while managing multiple priorities.
• Proficient knowledge of customer relationship management (CRM), agency management systems (AMS), and advanced Microsoft Office skills, including Excel and Smartsheet.
• Demonstrated commitment to company values: Integrity, Collaboration, Passion, Innovation, and Accountability.
• Strong organizational, analytical, and problem-solving skills.
• Ability to foster collaboration and build strong working relationships across teams and leadership levels.
• Adaptability to evolving business needs and emerging training technologies.
• Passion for developing others and driving continuous improvement in training effectiveness and operational performance.

Benefits

• Medical, dental and vision insurance
• 401K and company match program
• Company-paid life and disability
• Generous paid time off programs
• Employee assistance program (EAP)
• Volunteer paid time off (VTO)
• Career mobility
• Employee networking groups
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities