Agency Operations Trainer - Property & Casualty

Keystone Agency Partners LLC • Remote - US, US,

1d • Remote

About The Position

Keystone is a rapidly growing insurance brokerage platform partnering with independent agencies across the United States. Keystone provides strategic resources, capital investment, and operational support to drive sustainable growth, empowering agencies to maintain their identity while accessing best-in-class tools in finance, HR, sales, and M&A integration. The leadership team brings over a century of combined industry expertise, fostering collaboration, innovation, and long-term value. The Agency Operations Trainer – P&C is responsible for developing, delivering, and maintaining high-quality training that enables consistent, efficient execution of P&C operations across the organization. This role focuses on P&C (Small, Mid, and Large), helping employees understand how work is performed end-to-end—across workflows, systems, and servicing standards. The Trainer partners closely with Operations, Change Management, Product/Workflow leaders, and Technology teams to ensure training aligns to standard processes, system capabilities, and transformation priorities. This is a hands-on trainer role, ideal for a strong P&C practitioner who enjoys teaching, coaching, and enabling others through practical, workflow-based learning.

Requirements

• 5+ years of experience in insurance operations, P&C servicing, or a related role
• Direct experience working in P&C, supporting large, mid, small and surety businesses
• Practical understanding of end-to-end P&C workflows and servicing models
• Experience delivering training, coaching, or peer enablement in an operational environment
• Comfort presenting to groups and facilitating learning discussions
• Experience supporting system rollouts, process changes, or operational transformations
• Hands-on experience with Applied Epic for P&C required
• Familiarity with a modern insurance agency technology stack
• Strong communication skills with the ability to explain complex concepts clearly and practically
• Willingness to travel approximately 50-75%
• Ability to pass a criminal background check, as permitted by law

Responsibilities

• Deliver engaging, role-based training for the P&C technology stack, including Applied Epic, and other agency tools that support end-to-end workflows.
• Facilitate system demos, workflow walk-throughs, onboarding sessions, and reinforcement/optimization training aligned to implementations, conversions, and rollout plans.
• Gather feedback from learners, leaders, and support teams to identify training gaps or opportunities for improvement.
• Develop and maintain training materials, including job aids, quick reference guides, workflow documents, playbooks, e-learning/microlearning content (as applicable).
• Support the translation of end-to-end P&C workflows into clear, practical guidance that integrates process + system usage + servicing standards.
• Keep training content current with changes to workflows, systems, carriers, compliance requirements, and operating models.
• Partner with Technology, Product/Workflow Owners, and Configuration teams to understand system updates and translate them into user-friendly training.
• Work closely with P&C Operations leaders, Training & Development teammates, Change Management, Product / Workflow Owners, Technology and Field Support teams.
• Ensure training reflects standard processes and aligns with broader operational and change initiatives.
• Act as a trusted, approachable resource for employees learning new workflows or systems.

Benefits

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed