Commercial Insurance Training Specialist

First United Bank; Moore (OK); Presencial; USD 55 000 - 85 000; Tempo integral

Resumo da oferta

First United Bank in Moore, OK is seeking an Insurance Commercial Operations Trainer to develop, onboard, and educate our commercial lines team. You will design and deliver training programs that improve knowledge, service standards, and workflow consistency across the department.

The ideal candidate has 3+ years in commercial insurance, strong presentation and coaching skills, and experience with agency systems like Applied Epic.

Qualificações

• 3+ years of commercial lines insurance experience.
• Strong presentation, communication, and interpersonal skills.
• Ability to explain complex insurance concepts clearly.

Responsabilidades

• Design, implement, and maintain training programs for commercial lines staff, including onboarding, systems training, coverage education, and workflow procedures.
• Conduct virtual and in-person training sessions for new hires and existing employees.
• Develop training materials, job aids, SOPs, guides, and reference resources.
• Partner with agency leadership to identify knowledge gaps and training opportunities.
• Train staff on agency management systems, carrier platforms, and internal processes.
• Monitor employee progress and provide coaching, feedback, and follow-up support.
• Assist with quality assurance initiatives and workflow standardization.
• Stay current on industry trends, carrier updates, compliance requirements, and best practices.
• Collaborate with department managers to improve operational efficiency and service excellence.

Conhecimentos

Communication skills

Coaching

Presentation skills

Instructional design

Project management

Formação académica

High School diploma or GED equivalent

College degree preferred

Ferramentas

Applied Epic

Microsoft Office

Descrição da oferta de emprego

First United Bank in Moore, OK is seeking an Insurance Commercial Operations Trainer to develop, onboard, and educate our commercial lines team. You will design and deliver training programs that improve knowledge, service standards, and workflow consistency across the department.

The ideal candidate has 3+ years in commercial insurance, strong presentation and coaching skills, and experience with agency systems like Applied Epic.