Commercial Lines Trainer & Go-Live Coach

Insurance Journal; Chattanooga (TN); On-site; USD 85,000 - 105,000; Full time

Job summary

Oakbridge Insurance Agency seeks a Commercial Lines New Hire Trainer to lead onboarding, certification, and live support for new hires and partner agencies. You will standardize CL workflows and Epic navigation as a single skill set, coordinating pre-training to go-live.

You’ll travel to partner sites, train on Epic, and ensure first-pass proficiency with hands-on, scenario-based instruction and thorough documentation.

Qualifications

• Proven proficiency in Applied Epic including navigation and troubleshooting.
• Strong knowledge of Commercial Lines workflows and their end-to-end impact.
• Comfortable teaching one-on-one and in small groups using hands-on and scenario-based methods.
• High attention to detail and meticulous documentation practices.

Responsibilities

• Pre-Training: confirm Epic access, setup, and required materials; coordinate scheduling with ops leadership.
• Delivery: teach Epic navigation and CL workflows end-to-end; provide related system and report training.
• Practice & Validation: observe, correct, and validate independent execution of key workflows.
• Go-Live Support: remain available during transition to independent work and address questions in real time.
• Post-Training: complete trainer certification handoff and transition ongoing coaching to manager.
• Additional Responsibilities: assist with New Partner Go-Live dates; update training materials; coordinate with IT on Epic access issues; tailor pace/content for experienced hires.

Skills

Epic navigation

Training delivery

Team leadership

Virtual sessions (Teams)

Education

Commercial Lines training background

Tools

Applied Epic

Epic configuration

Job description

Oakbridge Insurance Agency seeks a Commercial Lines New Hire Trainer to lead onboarding, certification, and live support for new hires and partner agencies. You will standardize CL workflows and Epic navigation as a single skill set, coordinating pre-training to go-live.

You’ll travel to partner sites, train on Epic, and ensure first-pass proficiency with hands-on, scenario-based instruction and thorough documentation.