Sales Training and Development Specialist
About The Position
The Sales Training and Development Specialist is responsible for designing, coordinating, and delivering effective training programs that strengthen the knowledge, skills, and performance of property and casualty insurance agents. This role requires deep expertise in underwriting guidelines, quoting systems, and sales processes, along with the ability to facilitate engaging training both in person and virtually. The specialist partners closely with Sales Managers and internal project teams to support ease of doing business, ensure compliance with continuing education requirements, and drive overall sales effectiveness.
Requirements
- Experience in property/casualty insurance, underwriting, sales training, or related field.
- Strong knowledge of underwriting guidelines, quoting systems, and insurance workflows.
- Proven ability to facilitate training both in person and virtually.
- Excellent communication, presentation, and instructional design skills.
- Strong organizational abilities with attention to detail.
- Ability to collaborate effectively with cross functional teams.
- Bachelor’s degree in Business, Education, Communications, Insurance, or a related field preferred. Equivalent professional experience in insurance, sales training, or underwriting may be considered in place of a degree.
- 3-5 years of experience in property/casualty insurance, underwriting, sales training, or sales enablement.
Nice To Haves
- Familiarity with CE requirements and accreditation processes is a plus.
- Professional designations (e.g., AINS, AU, CIC, CPCU) are a plus and may be required to maintain.
Responsibilities
- Deliver effective training for property and casualty product lines to enhance agent knowledge, confidence, and sales capability.
- Maintain expert-level understanding of underwriting guidelines, quoting systems, workflows, and internal tools to support accurate and efficient training.
- Conduct training sessions in multiple formats, including in person workshops, virtual classes, webinars, and one-on-one coaching.
- Coordinate and lead training meetings, ensuring content is relevant, engaging, and aligned with business goals.
- Collaborate with Sales Managers to develop comprehensive training courses, manuals, job aids, and ongoing development materials.
- Partner with the Project Team to identify and communicate opportunities that improve ease of doing business for agents and customers.
- Serve as the primary coordinator for all Continuing Education (CE) requirements and professional accreditations, ensuring compliance and timely completion.
- Evaluate training effectiveness through feedback, performance metrics, and observation; recommend improvements as needed.
- Stay current on industry trends, regulatory changes, and best practices in insurance training and learning.
- Travel up to 25% to support training sessions, meetings, and field development.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
