Training Specialist - Insurance Operations

• Develop and deliver instructor-led, virtual, and e-learning training for: 
  • Employees (claims, underwriting, customer service, corporate functions) 
  • Independent agencies and producers 
• Translate complex insurance products, underwriting guidelines, and operational requirements into clear, actionable training content. 

• Facilitate onboarding and role-based training for new hires and newly appointed agencies/producers. 
• Support training related to new products, pricing changes, system implementations, and process updates. 
• Design and administer agency training programs aligned with underwriting appetite, risk selection standards, and operational expectations. 
• Track agency training completion and support documentation needed for regulatory exams, audits, and carrier oversight. 
• Manage training assignments, completion tracking, and reporting within the LMS or agency training platform. 
• Maintain training curricula, schedules, and documentation for internal and external audiences. 
• Produce completion and effectiveness reports for leadership, Compliance, and regulators. 
• Collaborate with department leaders, Distribution, and Training leadership to identify training needs and performance gaps. 
• Recommend training solutions that reinforce consistent execution and regulatory compliance. 
• Support continuous improvement initiatives through targeted training interventions. 
• Update training materials to reflect regulatory changes, underwriting updates, product changes, and system enhancements. 
• Ensure consistency across employee and agency training content. 
• Apply adult learning and instructional design best practices. 
• Monitor the performance and progress of trainees during and after training, offering structured guidance and feedback. 
• Collect feedback on sessions from attendees to use for future improvements to content and presentation. 
• Develop and create training aids, as needed. 
• Stay up to date with industry trends, regulations, and best practices related to P&C insurance. 
• Perform other duties as assigned. 

Requirements

• Bachelor’s degree in Education, Instructional Design, Human Resources, Insurance or related field. 
• Minimum 4 years’ experience supporting P&C insurance operations and/or agency distribution models. 

• Minimum 3 years’ experience in training, learning & development, or operational instruction.  
• Professional certifications in instructional design/adult learning or within the insurance industry (e.g., CPCU, AIC) are a plus.
• Strong facilitation and presentation skills. 
• Strong knowledge of Property & Casualty insurance principles, products, and operations 
• Proficiency in using instructional design tools and e-learning platforms. 
• Excellent organizational skills and attention to detail. 
• Analytical mindset to assess training effectiveness and make data-driven improvements. 
• Ability to adapt to changing environments and adjust training strategies accordingly. 
• Strong interpersonal skills to collaborate effectively with diverse teams and individuals. 
• Ability to think critically and objectively. 
• Proficient in MSO/365 applications such as Microsoft Teams, SharePoint, Word, Excel, PowerPoint, and Outlook. 
• Desire to live Slide's Core Values.