Commercial Operations Trainer

UNICO Group Inc•Lincoln, NE

49d•Onsite

About The Position

The Commercial Operations Trainer leads training and quality assurance efforts across Unico’s Commercial Lines team. This individual is responsible for onboarding and continuous training of account management staff, optimizing the use of the agency management system, and maintaining quality standards and process consistency across service teams.?This individual also maintains a small book of business.

Requirements

Education: A bachelor’s degree, or the recognized equivalent in education and experience is required.
Experience: 5+ years of experience in commercial insurance or training/coaching within an agency setting.?Strong knowledge of commercial line coverages, workflows, and carrier relationships.?Experience with agency management systems and a passion for operational excellence.?Familiar with major insurance carriers and underwriting guidelines, and experience using CRM and lead generation tools.
Licensure: Property & Casualty insurance license required.
Experience designing and delivering training in a professional setting.?
Expertise in teaching content and managing a classroom
Interact with classroom participants in a manner that demonstrates sensitivity, tact, and professionalism
Natural collaborator who can balance client service and internal support functions.?
A proactive mindset and ability to lead change through influence.?
Ability to translate business goals and objectives into realistic training curriculum
Established skills in adult learning principles
Excellent communication and interpersonal skills, and the ability to work with others.
Demonstrates strong PC skills including Word, Excel, and Outlook.
Knowledge of Agency Management Systems.
Detail-oriented with strong organizational and analytical abilities.?
Maintain a professional image.

Responsibilities

Design and deliver onboarding training on the agency management system, department workflows, and agency standards and procedures for new hires in the commercial insurance division.?
Develop and maintain training materials, job aids, and system guides for ongoing education.?
Conduct regular training workshops and one-on-one coaching to upskill existing team members.
Monitor desk-level workflows to ensure alignment with agency procedures, service standards, and errors and omissions prevention efforts. ?
Conduct audits to assess documentation accuracy, service timeliness, and client engagement quality.?
Provide feedback and coaching to team members based on audit results and performance trends.?
Partner with leadership to identify and resolve gaps in processes, knowledge, or system use.?
Act as a subject matter expert on the agency management system.?
Assists with the implementation of system updates, configuration, and best practices.?
Provide frontline support for troubleshooting and optimization requests from account managers.?
Manage a small book of commercial business, ensuring excellent service, retention, and client satisfaction.?
Serve as the primary contact for assigned clients, handling renewals, policy changes, and day-to-day service requests.?
Work collaboratively with producers and carriers to support client needs and maintain strong relationships.