Insurance Services Trainer

Security Service Federal Credit Union•San Antonio, TX

About The Position

Responsible for onboarding, training and developing Security Service Insurance agents and licensed branch staff to offer quotes and sell Personal and Commercial lines Insurance products in order to reach monthly sales goals. Works closely with our preferred carriers to align appetites and provide ongoing training designed to maximize our carrier relationships.

Requirements

Bachelor degree in Business, Education, or equivalent.
Proven experience in insurance sales, personal and commercial (5+ years).
Active General and Surplus Lines license required.
Insurance sales training experience (3+ years).
Deep knowledge of adult learning techniques.
Experience in coaching, training, and developing sales producers to maintain and improve productivity/sales results.
In-depth, knowledge of insurance products, sales methodologies, rating procedures, underwriting, industry operations, and regulatory requirements.
Vertafore Agency Management system(s) (AMS360/PL Rater/Agency Zoom) experience.
Knowledge of rating procedures, coverages, underwriting and industry operations.
Able to communicate verbally and in writing to explain complex issues and interpret complex information, and respond appropriately.
Knowledge of Microsoft suite of products.

Responsibilities

Partner with agency management to align training programs with company sales targets and revenue growth goals.
Educate agents on using CRM systems, quoting software, and other agency technology.
Ensure all training aligns with state insurance regulations and company policies.
Monitor agent performance, identify skill gaps, and implement strategies to increase sales, such as role-playing exercises for objection handling.
Teach effective techniques to improve objection handling, product knowledge, and consultative selling skills.
Provide one-on-one coaching and training to new agents, guiding them through the sales cycle.
Conduct in-person and virtual workshops, webinars, and seminars covering sales techniques, product knowledge, and compliance.
Create and update training materials, including presentations and digital content for onboarding new hires and upskilling existing agents.
Maintains a thorough understanding of insurance ethics and regulations in each state licensed to transact insurance business.
Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values.