Insurance Commercial Operations Trainer

First United Bank; Moore (OK); On-site; USD 60,000 - 85,000; Full time

Job summary

First United Bank in Moore, OK seeks an Insurance Commercial Operations Trainer to develop and deliver training for our commercial insurance team. You will design onboarding programs, systems training, coverage education, and guides to improve performance and service standards.

The ideal candidate has 3+ years in commercial lines, strong communication and coaching skills, and experience with agency management systems (Applied Epic) and Microsoft Office.

Qualifications

• High School diploma or GED required; College degree preferred.
• 3+ years of commercial lines insurance experience required.
• Prior training, mentoring, supervisory, or leadership experience preferred.
• Active Property & Casualty license preferred; licensing as required

Responsibilities

• 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.
• Stay current on industry trends, carrier updates, compliance requirements, and best practices.
• Collaborate with department managers to improve operational efficiency and service excellence.

Job description

Join Our Team!

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That’s one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our “Get Started” section to take your first step to being a part of First United.

The Position

Job Title

Insurance Commercial Operations Trainer

Job Description

Summary:

We are seeking a knowledgeable and motivated Insurance Commercial Lines Training Specialist to support the development, onboarding, and continued education of our commercial insurance team. This role is responsible for creating and delivering training programs that improve technical knowledge, service standards, workflow consistency, and overall employee performance across commercial lines operations.

The ideal candidate combines strong commercial insurance expertise with excellent communication and coaching skills and is passionate about developing people and improving processes.

Key Responsibilities:

• 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.
• Support education on commercial coverages including:
  • General Liability
  • Commercial Property
  • Workers’ Compensation
  • Commercial Auto
  • Umbrella/Excess Liability
  • Professional Liability
  • Industry-specific programs
• 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.

Qualifications

• High School diploma or GED equivalent required; College degree preferred
• 3+ years of commercial lines insurance experience required.
• Previous training, mentoring, supervisory, or leadership experience preferred.
• Strong understanding of commercial insurance products, underwriting, and servicing workflows.
• Active Property & Casualty license preferred.
• Obtain and maintain applicable licensing as required
• Excellent presentation, communication, and interpersonal skills.
• Ability to explain technical insurance concepts clearly and effectively.
• Strong organizational and project management abilities.
• Experience with agency management systems Applied Epic is preferred.
• Proficiency with Microsoft Office and virtual meeting/training tools.

Preferred Skills

• Curriculum development or instructional design experience.
• Experience in independent insurance agencies.
• Knowledge of carrier websites and portals and commercial lines marketing processes.
• Ability to adapt training for varying experience levels and learning styles.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:

Moore, Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [e-mail] for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.