Regional Insurance Operations Training Manager

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Job description

Overview:
AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.

Summary:

The Regional Operations Training Manager trains both new and existing Property and Casualty employees on the Agency's procedures as well as the Agency Management System (Epic) utilization, features, and workflows. The Regional Operations Training Manager serves as a primary resource to Agency Management System Users regarding utilization issues, and oversees certain aspects of the Agency Management System.

The Regional Operations Team is based in Louisville, Kentucky but the Regional Operations Training Manager role is not limited to this location. Candidates in other locations may apply.

Responsibilities:
Essential Duties and Responsibilities:

Coordinate, organize, and conduct live training for new employees, including employees of new acquisitions, on Agency Management System utilization, features, and workflows. Training for new acquisitions may also include the transition to a paperless environment, download, suspense, etc. Training will be in-person and will be held approximately every month, or as needed.

Coordinate, organize, and conduct live training for new employees, including employees of new acquisitions, on Agency procedures. Training will be in-person and will be held approximately every month, or as needed. Provide other training as directed.

Develop and maintain new e-learning program to train new employees on Agency Management System utilization, features, and workflows (by topic). Provide refresher courses for existing employees.

Develop and maintain new e-learning program to train new employees on Agency procedures. Provide refresher courses for existing employees.

Maintain and update the Agency Management System training manual as needed. Updates can include enhancements from system upgrades, workflow changes, improvements, etc.

Serve as primary resource to Users on Agency Management System utilization and workflow questions and issues.

Maintain, update, and enhance Agency Management System proposals, documents, and custom templates as needed.

Publish monthly Agency Management System newsletter to P&C employees.

Manage Agency Management System security audit process.

Test Agency Management System upgrades and enhancements prior to implementation, with recommendations as to whether to proceed or not.

Coordinate Agency Management System enhancement requests, solutions to problems, and suggestions to Vendor.

Qualifications:
Minimum Qualifications, Education and/or Experience:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

High school diploma or equivalent and a minimum of four years of insurance customer service experience.

Certificates, Licenses, Registrations:

Appropriate insurance license(s). Property & Casualty License preferred, but not required.