Broker Experience Training Specialist

Portage la Prairie Mutual Insurance Company; Canada; Hybrid; CAD 64,000 - 72,000; Full time

Benefits offered by this job

Incentive plan

Health benefits

Pension plan

Paid time off

Personal days

Job summary

Portage Mutual Insurance Company seeks a Broker Experience Training Specialist to empower broker partners and internal teams. You will deliver training on products, underwriting guidelines, and digital tools, both virtually and in person, while supporting onboarding and day-to-day broker questions.

Ideal candidates have 3–7+ years in insurance, strong facilitation and communication skills, and experience translating complex information into clear guidance.

Qualifications

• Experience delivering virtual and in-person training, webinars, and workshops.
• Strong understanding of underwriting principles and broker workflows.
• Ability to translate complex information into practical guidance for brokers.
• Experience developing training materials and job aids.

Responsibilities

• Deliver training to brokers and internal stakeholders on product updates and submission processes.
• Facilitate virtual and in-person sessions, webinars, and workshops.
• Support onboarding of new broker partners with structured training.
• Provide day-to-day broker support and answer process/system questions.
• Promote adoption of digital tools to improve broker workflows.
• Develop and maintain training materials and FAQs.
• Collaborate with underwriting, business development, and project teams.

Skills

Training delivery

Facilitation

Communication

Broker onboarding

Relationship building

Education

Post-secondary education in Business, Insurance, Adult Education, Communications

CIP/ACIP/FCIP designation progress

Prosci/ADKAR change management certs

Job description

About Portage Mutual: Where Your Talent Makes a Difference Imagine a workplace where your contributions are not only valued but also directly impact the lives of Canadians. At Portage Mutual Insurance, we’re more than just a trusted national property and casualty insurer—we’re a community of passionate individuals dedicated to serving our policyholders since 1884. Owned by our policyholders, we proudly offer competitive home, auto, commercial, and farm insurance products 100% through our broker network across Canada. Join a company rooted in tradition, driven by innovation, and powered by a people-first culture.

Why Portage Mutual? At Portage Mutual, we believe that our people are our greatest asset.

• Total Rewards: We care about your well‑being and financial security. That’s why we offer a competitive salary, incentive plan, comprehensive health benefits, a pension plan and generous paid time off, including personal days.
• Career Growth & Development: Propel your career forward with access to diverse learning resources, tuition reimbursement for relevant programs, and bonuses recognizing your achievements in pursuing insurance designations.
• Flexibility: We support work‑life integration by offering a flexible environment where you can choose to live wherever you prefer in Canada. Enjoy the freedom to select remote, in‑office, and hybrid work arrangements that best suit your lifestyle.
• Inclusivity and Belonging: Be a part of a supportive and diverse team that embraces your unique perspective and empowers you to succeed. We’re dedicated to creating a workplace where every employee feels welcomed, valued and respected.
• Making a Difference: Find purpose in your career by aligning with an organization that shares your values and is committed to making a difference in the communities we serve.

The Opportunity: Broker Experience Training Specialist

As a Broker Experience Training & Enablement Specialist, you’ll play a crucial role in supporting our broker partners and internal teams by:

• Delivering high-quality training and education to support the effective adoption of products, underwriting practices, and digital tools
• Providing ongoing guidance and support to brokers to help simplify processes and enhance ease of doing business
• Translating business and system changes into clear, practical guidance for brokers and internal stakeholders
• Collaborating with underwriting, project teams, and the Manager of Broker Enablement and Change to ensure training aligns with business priorities
• Helping ensure new processes and changes are well understood, consistently applied, and successfully embedded into daily broker workflows

What You’ll Do:

• Deliver training to brokers and internal stakeholders on product updates, underwriting guidelines, submission processes, and system enhancements.
• Facilitate virtual and in‑person training sessions, webinars, and workshops to support learning and adoption.
• Support onboarding of new broker partners through structured training and guidance.
• Provide day-to-day support to brokers by answering questions related to processes, systems, and training materials.
• Promote adoption of digital tools and connectivity solutions to improve broker workflows and ease of doing business.
• Develop and maintain training materials including job aids, quick reference guides, and FAQs to ensure information is accurate and up-to-date.
• Collaborate with underwriting, business development, and project teams to support training plans and change initiatives.
• Gather broker feedback and identify recurring questions or challenges to support continuous improvement of training and broker experience.

What You’ll Bring:

• 3–7+ years of insurance industry experience, preferably in underwriting, broker support, business development, or another broker‑facing role.
• Demonstrated experience delivering virtual and in‑person training, webinars, and workshops, including supporting broker onboarding and structured training programs.
• Strong understanding of underwriting principles, broker workflows, submission processes, and broker‑facing systems or digital tools.
• Experience developing training materials, job aids, documentation, and translating technical information into clear, practical guidance.
• Excellent facilitation, presentation, and communication skills with the ability to build trusted relationships with brokers and internal stakeholders.
• Highly organized and analytical, with the ability to identify trends, support continuous improvement initiatives, and manage multiple priorities.
• Post‑secondary education in Business, Insurance, Adult Education, Communications, or a related field, with a CIP/ACIP/FCIP designation (or progress toward one); change management or training certifications (e.g., Prosci/ADKAR) considered an asset.

Job Title: Broker Experience Training Specialist Reports To: Manager of Broker Enablement & Change Location: Canada - Remote Salary Range: $64,000 - $72,000 Our pay ranges reflect the minimum and maximum target for new hire pay for the full‑time position determined by role and level. The pay range shown is based on our compensation structure in place at the time of posting and may be updated periodically based on business needs. Individual pay is based on additional factors including job‑related skills, experience, and relevant education and/or training.

Portage Mutual uses artificial intelligence and automations in its recruitment practices for activities that may include searching for qualified candidates, screening applications, preparing interview questions, recording interviews, drafting transcripts and other administrative tasks. AI is never used for decision making purposes.

Ready to Make an Impact?

We value diversity in backgrounds, experiences, and perspectives because the communities we serve are diverse. Rooted in a long‑standing commitment to trust, community, and mutual support, Portage Mutual Insurance is proud to foster an inclusive workplace where employees are encouraged to collaborate, learn from one another, and grow together.

We are looking for individuals who bring both professional expertise and a genuine commitment to supporting their teammates as we continue to protect what matters most for Canadians. If you're looking for an opportunity to grow your career with a company that values people, community, and collaboration, we'd love to hear from you! Portage Mutual Insurance is committed to creating an inclusive and accessible workplace. Accommodations are available throughout the recruitment process upon request. If you require accommodation, we will work with you to ensure a fair and positive candidate experience. To be considered for this opportunity, candidates must have the legal right to work in Canada. Any employment offer will be conditional upon the successful completion of applicable pre‑employment screening requirements.

Life at Portage Mutual is built on connection - to our work, the communities we serve, and each other. Our people work among collaborative teams where trust, respect, and support guide how we show up every day. We value shared success, open dialogue, and looking out for one another, creating an environment where employees feel welcomed, included, and proud of the impact they make together. Here, you’re not just joining an organization; you’re becoming part of a community.