Insurance Services Trainer

What You Will Do

• Onboard, train, and develop Security Service Insurance agents and licensed branch staff to offer quotes and sell Personal and Commercial lines Insurance products.
• Work closely with preferred carriers to align appetites and provide ongoing training designed to maximize carrier relationships.
• Partner with agency management to align training programs with company sales targets and revenue growth goals.
• Educate agents on using CRM systems, quoting software, and other agency technology.
• Ensure all training aligns with state insurance regulations and company policies.
• Monitor agent performance, identify skill gaps, and implement strategies to increase sales, such as role-playing exercises for objection handling.
• Teach effective techniques to improve objection handling, product knowledge, and consultative selling skills.
• Provide one-on-one coaching and training to new agents, guiding them through the sales cycle.
• Deliver in-person and virtual workshops, webinars, and seminars covering sales techniques, product knowledge, and compliance.
• Create and update training materials, including presentations and digital content for onboarding new hires and upskilling existing agents.
• Maintain a thorough understanding of insurance ethics and regulations in each state licensed to transact insurance business.
• Complete any other job-related duties needed to help drive the organization's Vision, fulfill its Purpose, and abide by its Values.

What We Require

• Bachelor degree in Business, Education, or equivalent.
• Proven experience in insurance sales, personal and commercial (5+ years).
• Active General and Surplus Lines license required.
• Insurance sales training experience (3+ years).
• Deep knowledge of adult learning techniques.
• Experience in coaching, training, and developing sales producers to maintain and improve productivity/sales results.
• In-depth knowledge of insurance products, sales methodologies, rating procedures, underwriting, industry operations, and regulatory requirements.
• Vertafore Agency Management system(s) (AMS360/PL Rater/Agency Zoom) experience.
• Knowledge of rating procedures, coverages, underwriting and industry operations.
• Able to communicate verbally and in writing to explain complex issues and interpret complex information, and respond appropriately.
• Knowledge of Microsoft suite of products.
• Bachelor degree in Business, Education or equivalent.
• General lines and Surplus lines License.
• Industry designation desirable (CPCU, AINS, AIS).
• Persuasive, focused, and equipped with the ability to multitask.
• Ability to perform a large number of steps in complex systems with accuracy and speed.