Commercial Lines Training & Onboarding Specialist

Jonus Group; Chattanooga (TN); Hybrid; USD 75,000 - 100,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive salary

401(k) with company match

Medical, Dental & Vision

Life insurance

Disability insurance

Continued education support

Collaborative culture

Impactful work

Job summary

Jonus Group in Chattanooga, TN is seeking a Commercial Lines Training & Onboarding Specialist to develop talent, standardize workflows, and support agency growth initiatives in a hybrid work environment.

You will lead onboarding, coach new hires through Applied Epic workflows, and partner with operations, leadership, and IT to ensure new team members hit the ground running from day one.

This role also supports integration of acquired agencies and go-live training, with travel as needed.

Qualifications

• Experience with Commercial Lines workflows and policy lifecycle.
• Previous roles in Training, Onboarding, or Operations.
• Ability to teach and communicate complex concepts clearly.

Responsibilities

• Lead onboarding and training programs for new Commercial Lines team members.
• Deliver instruction on Applied Epic and workflows.
• Teach policy lifecycle: New Business, Renewals, Endorsements, Certificates, Claims, Audits, Cancellations & Reinstatements.
• Coach new hires and validate proficiency before independent production.
• Maintain training materials and process documentation; collaborate with IT on Applied Epic configuration.
• Support onboarding for newly acquired agency partners and travel for go-live training.

Skills

Applied Epic

Training & onboarding

Coaching

Commercial Lines

Public speaking

Tools

Applied Epic

Job description

Commercial Lines Training & Onboarding Specialist

Help Build the Next Generation of Commercial Insurance Talent

Chattanooga, TN | Hybrid

$75,000 - $100,000

A growing, forward-thinking insurance organization is seeking a Commercial Lines Training & Onboarding Specialist to play a critical role in developing new talent, standardizing workflows, and supporting agency growth initiatives.

This is an exciting opportunity for an experienced Commercial Lines professional who enjoys coaching others, sharing knowledge, and creating consistency across teams. You'll serve as a trusted resource for new hires while partnering with operations, leadership, and technology teams to ensure employees are equipped to succeed from day one.

In addition to onboarding new team members, you'll help support newly acquired agency partners by providing workflow and systems training during integration and go-live initiatives.

What You’ll Do

Training & Onboarding

• Lead onboarding and training programs for new Commercial Lines team members
• Deliver engaging instruction on Applied Epic and Commercial Lines workflows
• Teach the full policy lifecycle, including:
  • New Business
  • Renewals
  • Endorsements
  • Certificates
  • Claims
  • Audits
  • Cancellations & Reinstatements
• Customize training based on experience level and learning needs

Coaching & Development

• Observe and guide new hires through real-world workflows and transactions
• Validate proficiency before independent production
• Identify skill gaps and provide targeted coaching
• Support employees during their transition from training to live account management

Systems & Process Excellence

• Maintain and enhance training materials, workflow guides, and process documentation
• Partner with IT and Operations teams on Applied Epic configuration and access issues
• Identify recurring workflow challenges and recommend process improvementsHelp drive consistency and best practices across a growing organization

Agency Integration & Travel

• Support onboarding efforts for newly acquired agency partners
• Travel periodically to assist with go-live training initiatives
• Facilitate in-person and virtual training sessions for teams transitioning onto standardized workflows

What We’re Looking For

• Strong Applied Epic expertise, including workflows, activities, navigation, and troubleshooting
• Deep understanding of Commercial Lines operations and policy lifecycle processes
• Previous Commercial Lines Account Manager, Senior Account Manager, Team Lead, or Operations experience
• Ability to teach, mentor, and communicate complex concepts in a practical way
• Strong organizational skills and attention to detail
• Comfortable leading one-on-one sessions, group training, and virtual learning environments
• Ability to build credibility with both new hires and experienced professionals

Bonus Points For

• Prior training, mentoring, coaching, or onboarding experience
• Experience supporting agency integrations or operational process improvement initiatives
• Applied Epic power-user experience

Why This Opportunity Stands Out

This organization is investing heavily in its people, technology, and long-term growth. You'll have the opportunity to directly influence the success of new team members and help shape how Commercial Lines operations are delivered across the business.

Benefits & Perks

• Hybrid work flexibility
• Competitive salary ($75K-$100K)
• 401(k) with immediate participation, company match & immediate vesting
• Medical, Dental & Vision Coverage
• Company-Paid Life Insurance
• Company-Paid Short-Term & Long-Term Disability
• Additional voluntary benefits available
• Continuing education and professional development support
• Collaborative, growth-focused culture
• Opportunity to make a visible impact across the organization

The Bottom Line

If you're the person teammates naturally turn to for guidance on Commercial Lines workflows, Applied Epic, and best practices, this is an opportunity to leverage your expertise in a highly visible role that combines training, operations, technology, and leadership. --

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.