Corporate Trainer I

Responsibilities

• Aid in the design, development, and delivery of new Epic training programs.
• Maintain and update existing training materials to ensure accuracy, consistency, and relevance.
• Support auditing and reporting efforts related to data integrity and system usage.
• Assist with the ongoing evaluation of the effectiveness of, and compliance with, the company’s Agency Management System and related training programs.
• Partner with the Technology Department to develop, implement, troubleshoot, and enhance new and existing tools.
• Participate in internal focus groups to identify opportunities for improving existing tools or implementing new solutions.
• Serve as a key member of the New Agency Integration Team, supporting onboarding activities for newly acquired agencies, including data conversion, testing, and training.
• Provide backup support for other members of the training team as needed.

Requirements

• Knowledge of insurance brokerage operations preferred, but not required.
• Knowledge of Applied Epic preferred.
• Proficiency with Microsoft 365 and related productivity tools.
• Three to five years of experience in organizational training or a related field.
• Excellent communication, presentation, and interpersonal skills.
• Demonstrated leadership ability and comfort influencing others through change.
• Flexible, reliable, and dependable, with the ability to adapt to changing priorities.
• Self-starter with a strong sense of ownership and the ability to work independently.