Agency Training Specialist

Crane Agency; Chesterfield (MO); Hybrid; USD 65,000 - 105,000; Full time

Benefits offered by this job

Health, vision, dental and life ins.

401(k) with 4% match

Paid time off

Paid holidays and early Fridays

Profit sharing eligibility

Education and certification support

Job summary

Crane Agency in Chesterfield, MO is seeking an Agency Training Specialist to design and deliver training on procedures, Applied EPIC workflows, and Microsoft 365 applications. You will create classroom and online courses, develop materials, and build tests to ensure staff competency while keeping training up-to-date and troubleshooting tech issues.

You’ll partner with management to identify needs, support adoption of changes, and assist with upgrades and software testing.

Qualifications

• Minimum of 10 years’ experience in the insurance industry, including 5 in Property and Casualty as an Account Manager or Account Executive.
• Minimum of 5 years’ experience with Applied EPIC, preferred
• High school diploma or equivalent; college coursework a plus
• Proficiency in Adobe and Microsoft Office 365 Suite, especially Word, Excel, Outlook, OneDrive and SharePoint; capability to teach these applications to all levels of personnel
• Producer's license required
• CISR, CIC or CPCU designation preferred, not required
• Personal lines knowledge is preferred, not required

Responsibilities

• Conduct training for new hires and existing personnel on agency procedures, Applied EPIC workflows, various Microsoft 365 applications (Word, Excel, Outlook, Teams, OneDrive, etc.), Adobe products, and all approved third-party software.
• Develop new training materials and curriculum for in-person and remote delivery, including step-by-step guides, handouts, evaluation forms, job aids, and videos.
• Review and update existing training materials to remain current with system changes, regulatory requirements, and department workflow initiatives.
• Partner with management, supervisors, and employees to identify training needs, reinforce workflow compliance, and support adoption of procedure and technology changes.
• Assist with Applied EPIC upgrades, third-party software testing and implementation, workflow validation, and data migration support.
• Troubleshoot Applied EPIC and approved third-party software issues for end users, escalating technical concerns as needed.
• Coordinate group training logistics, including scheduling facilities or virtual sessions, preparing materials, and setting up internal and external training opportunities.
• Occasional travel to other agency office locations, as needed, to conduct training and support workflow adoption
• Health, vision, dental and life insurance effective the first month following the hire date
• 401(k) with up to 4% 401(k) matching
• Paid time off, paid holidays, and early leave on Fridays and holiday eves
• Eligibility for annual profit sharing
• Financial support for job-related education and certifications

Skills

Insurance experience

Applied EPIC

Microsoft Office 365

Adobe products

Teaching / Training

Communication

Organization

Education

High school diploma

College coursework

Tools

Word

Excel

Outlook

OneDrive

SharePoint

Adobe

Job description

Do you get a kick out of seeing the light bulb moment in others?

Intro

We're looking for someone who's part tech guru and part teacher for our Agency Training Specialist role. Think you've got what it takes to help our team level up their skills in everything from our go-to software to the latest best practices? Then, we're already fans!

Position snapshot:

As our Agency Training Specialist, you'll create and run sessions that cover everything from our best practices, formalized Applied EPIC (AMS) workflows, and all necessary third-party software. You'll help develop both classroom and online courses, craft materials and even build tests to ensure everyone's catching on. Plus, you'll keep our training up-to-date and troubleshoot any tech issues that pop up along the way.

What we’re looking for:

• Minimum of 10 years’ experience in the insurance industry, including 5 in Property and Casualty as an Account Manager or Account Executive
• Minimum of 5 years’ experience with Applied EPIC, preferred
• High school diploma or equivalent; college coursework a plus
• Proficiency in Adobe and Microsoft Office 365 Suite, especially Word, Excel, Outlook, OneDrive and SharePoint; capability to teach these applications to all levels of personnel
• Producer's license required
• CISR, CIC or CPCU designation preferred, not required
• Personal lines knowledge is preferred, not required.

Personal characteristics:

• Excellent prioritization and organizational skills
• Friendly, positive attitude with a genuine desire to assist others
• Strong verbal and written communication skills
• Effective problem-solving abilities and adaptability in a fast-paced environment
• Ability to work under pressure with attention to detail and time constraints
• Self-motivated and able to work independently without supervision

What you’ll be doing:

• Conduct training for new hires and existing personnel on agency procedures, Applied EPIC workflows, various Microsoft 365 applications (Word, Excel, Outlook, Teams, OneDrive, etc.), Adobe products, and all approved third-party software.
• Develop new training materials and curriculum for in-person and remote delivery, including step-by-step guides, handouts, evaluation forms, job aids, and videos.
• Review and update existing training materials to remain current with system changes, regulatory requirements, and department workflow initiatives.
• Partner with management, supervisors, and employees to identify training needs, reinforce workflow compliance, and support adoption of procedure and technology changes.
• Assist with Applied EPIC upgrades, third-party software testing and implementation, workflow validation, and data migration support.
• Troubleshoot Applied EPIC and approved third-party software issues for end users, escalating technical concerns as needed.
• Coordinate group training logistics, including scheduling facilities or virtual sessions, preparing materials, and setting up internal and external training opportunities.
• Occasional travel to other agency office locations, as needed, to conduct training and support workflow adoption
• Health, vision, dental and life insurance effective the first month following the hire date
• 401(k) with up to 4% 401(k) matching
• Paid time off, paid holidays, and early leave on Fridays and holiday eves
• Eligibility for annual profit sharing
• Financial support for job-related education and certifications

Schedule:

Full-time position, Monday to Friday

Location:

Chesterfield, MO 63017; Hybrid.

Why Crane Agency?

Here, you're not just joining a team—you're becoming a part of a leading insurance organization.

We understand that our strength lies in our people. Our environment encourages collaboration and dedication, and we're passionate about delivering the best for our clients and communities. With "Dress for Your Day" attire, you can work in comfort, whether that's gearing up for a key meeting or dressing down to focus on projects. Plus, with an onsite espresso machine, your best work is fueled by your best brew.

At Crane, your growth is our commitment. You'll be able to advance your career through clear paths supported by resources like paid training for certifications and educational advancement. Join us and become a pivotal member of a thriving, passionate community, making a real impact every day.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit, stand, and walk; use hands to finger, handle or feel; and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.