Commercial Lines Trainer

Ansay & Associates; United States; Remote; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision, life, and DI

401(k) with company match

Paid time off

Professional development support

Career growth opportunities

Certification training available

Job summary

Ansay & Associates seeks a Commercial Lines Trainer to develop, deliver, and improve training for our Commercial Lines teams, acting as a subject matter expert on coverages, workflows, and EPIC training with a strong onboarding focus.

The role collaborates with Regional Leadership and cross-functional partners to ensure standard adoption, high-quality service, and smooth integration of acquired offices across Wisconsin locations.

Qualifications

• Bachelor’s degree in Business or a related field or equivalent experience.
• Thorough understanding of Commercial Lines insurance products, coverages, and servicing workflows.
• Active insurance license in accordance with state requirements.
• At least one professional designation (CISR, CIC, CRM, or similar) or willingness to obtain.
• Self-starter with initiative and a continuous improvement mindset.
• Excellent communication, presentation, and relationship-building skills.
• Strong attention to detail and active listening skills.
• Ability to collaborate across teams and regions.
• Customer-focused with commitment to service excellence.
• Team-oriented with a solution-driven attitude.

Responsibilities

• Train and onboard Commercial Lines Account Managers, Account Executives, and Producers on core responsibilities, workflows, coverage fundamentals, and best practices.
• Serve as primary onboarding contact for new hires and newly integrated teams.
• Design and lead training programs including live sessions, webinars, and lunch-and-learn events.
• Provide ongoing coaching, audits, and feedback in partnership with leadership.
• Lead EPIC system integration and training for acquisitions.
• Identify workflow gaps and training opportunities through servicing and auditing.
• Recommend improvements to reduce E&O exposure and enhance service quality.
• Maintain and manage an assigned book of Commercial Lines business and educate clients on coverage.

Skills

Communication

Presentation skills

Relationship building

Attention to detail

Active listening

Collaboration

Customer service

Self-starter

Continuous improvement

Team orientation

Education

Bachelor’s degree in Business or related field

Active state insurance license

Professional designation (CISR, CIC, CRM) or willingness to obtain

2 years of Commercial Insurance experience

Job description

The Commercial Lines Trainer is responsible for developing, delivering, and continuously improving training for Commercial Lines team members to ensure consistent best practices in servicing, maintaining, expanding, and retaining Commercial Lines accounts. This role serves as a subject matter expert for coverages, workflows, and systems, with a strong emphasis on onboarding, EPIC system training, and integration of newly acquired offices.

The Commercial Lines Trainer works closely with Regional Commercial Lines Leadership and cross-functionally with Mergers & Acquisitions, Operations, and other internal partners to ensure seamless integration, adoption of standards, and a high-quality customer experience. We are hiring for one position, but this position can be based out of any of our Ansay locations in Wisconsin.

Training & Development

Train and onboard Commercial Lines Account Managers, Account Executives, and Producers on core responsibilities, workflows, coverage fundamentals, and best practices

Serve as a primary point of contact during onboarding for new hires and newly integrated teams

Design and lead Commercial Lines training programs, including live training sessions, webinars, presentations, and lunch-and-learn events aligned with departmental goals

Provide ongoing coaching, guidance, and feedback through auditing, monitoring, and performance reviews in partnership with department leadership

Acquisitions & Integration

Support all Commercial Lines acquisitions by leading EPIC system integration, workflow alignment, and training of incoming team members

Actively participate in book consolidations and special projects related to acquisitions and evolving business needs

Collaborate cross-departmentally with Mergers & Acquisitions, Operations, and leadership teams to ensure smooth transitions and consistency across regions

Maintain expert-level knowledge of EPIC Agency Management System capabilities and updates

Train and support both new and existing staff on system enhancements, workflows, and technology adoption

Identify workflow gaps, coverage issues, and training opportunities through hands-on servicing and auditing

Recommend and implement improvements to reduce E&O exposure and enhance efficiency and service quality

Client & Account Management

Maintain and proactively manage an assigned book of Commercial Lines business in accordance with agency standards

Educate clients on coverage, identify gaps, and recommend solutions to meet business needs

Support account retention through best-in-class service and proactive communication

Cross-sell additional lines of business and collaborate with other departments when appropriate

Professional Development

Stay current on industry trends, carrier changes, products, and regulatory updates

Participate in ongoing training and pursue professional designations to enhance technical expertise

Qualifications & Requirements

Education & Experience

Bachelor’s degree in Business or a related field (or equivalent experience)

Thorough understanding of Commercial Lines insurance products, coverages, and servicing workflows

Active insurance license in accordance with state requirements

At least one professional insurance designation (CISR, CIC, CRM, or similar), or willingness to obtain

Self-starter with strong initiative and a continuous improvement mindset

Excellent communication, presentation, and relationship-building skills

Strong attention to detail and active listening skills

Ability to collaborate effectively across teams and regions

Customer-focused with a commitment to service excellence

Team-oriented with a positive, solution-driven attitude

Qualifications

Experience

Preferred

2 years:

Commercial Insurance

Why Work for Ansay?

At Ansay, we believe our people are our greatest advantage. As a growing, employee-focused insurance agency with deep roots in the communities we serve, we are committed to investing in our team members’ success, development, and well-being.

We offer a collaborative and supportive culture where expertise is valued, ideas are welcomed, and continuous improvement is encouraged. With ongoing growth through organic expansion and strategic acquisitions, Ansay provides meaningful opportunities to make an impact, develop professionally, and help shape the future of our organization.

Competitive compensation aligned with experience and performance

Comprehensive benefits package including medical, dental, vision, life, and disability insurance

401(k) retirement plan with company match

Generous paid time off and paid holidays

Opportunities for professional development, training, and insurance designation support

Career growth opportunities within a growing, multi-regional organization

Collaborative, team-oriented culture with leadership support

Technology-forward environment with ongoing system enhancements and training

At Ansay, you’ll be empowered to grow your career while delivering best-in-class service to clients and supporting teammates across the organization.

Qualifications

Experience

Preferred

Equal Opportunity Employer
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