Commercial Lines Training & Onboarding Specialist
About The Position
A growing insurance organization is seeking a Commercial Lines Training & Onboarding Specialist to develop new talent, standardize workflows, and support agency growth initiatives. The role serves as a resource for new hires and partners with operations, leadership, and technology teams to prepare employees for success. It also supports newly acquired agency partners with workflow and systems training during integration and go-live initiatives. The specialist leads onboarding and training for Commercial Lines team members, delivering instruction on Applied Epic and Commercial Lines workflows across the full policy lifecycle. The role adapts training to individual learning needs, coaches new hires through practical work, validates proficiency before independent production, and supports their transition to live account management. It also maintains training materials and process documentation, collaborates with IT and Operations on system issues, identifies workflow challenges, and promotes consistent practices. Periodic travel is required to assist agency partners with go-live training.
Requirements
- Strong Applied Epic expertise, including workflows, activities, navigation, and troubleshooting.
- Deep understanding of Commercial Lines operations and policy lifecycle processes.
- Previous experience as a Commercial Lines Account Manager, Senior Account Manager, Team Lead, or in Operations.
- Ability to teach, mentor, and communicate complex concepts in a practical way.
- Strong organizational skills and attention to detail.
- Comfort leading one-on-one sessions, group training, and virtual learning environments.
- Ability to build credibility with new hires and experienced professionals.
Nice To Haves
- Prior training, mentoring, coaching, or onboarding experience.
- Experience supporting agency integrations or operational process improvement initiatives.
- Applied Epic power-user experience.
Responsibilities
- 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, and reinstatements.
- Customize training based on experience level and learning needs.
- Observe and guide new hires through real-world workflows and transactions.
- Validate proficiency before employees begin independent production.
- Identify skill gaps and provide targeted coaching.
- Support employees as they transition from training to live account management.
- 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 improvements.
- Help promote consistency and best practices across the organization.
- Travel periodically to assist newly acquired agency partners with go-live training initiatives.
- Facilitate in-person and virtual training sessions for teams transitioning to standardized workflows.
Benefits
- Hybrid work flexibility.
- 401(k) with immediate participation, company match, and immediate vesting.
- Medical, dental, and vision coverage.
- Company-paid life insurance.
- Company-paid short-term and 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
