Trainer | Commercial Lines
About The Position
The Commercial Lines New Hire Trainer plays a pivotal role in how Oakbridge onboards new Commercial Lines talent, owning the new hire journey from pre-training preparation through certification and early live support. The role also extends beyond individual new hires to support newly acquired partner agencies, traveling on-site to train incoming teams on Epic and CL workflows as part of Oakbridge's Go-Live process. Sitting within Learning & Development, this individual standardizes workflows across a fast-growing agency, teaching Epic navigation and CL processes as a single skill set rather than two separate subjects.
Requirements
- Demonstrated proficiency in Applied Epic, including navigation, activity management, and troubleshooting common errors
- Working knowledge of Commercial Lines workflows - sequencing, decision points, and upstream/downstream impacts across the policy lifecycle, including audit and certificate processes
- Comfortable teaching one-on-one and in small groups, using hands-on, scenario-based instruction as well as virtual sessions via Teams
- Strong attention to detail and documentation habits; this role serves as a primary source of truth for how CL work gets done
Nice To Haves
- Prior experience in a Commercial Lines Account Manager or Team Lead role
- Prior training, mentoring, or onboarding experience a plus, though not required
Responsibilities
- Confirm Epic access, setup and configuration ahead of the new hire’s start date
- Review the new hire’s background and prior experience to prepare tailored materials
- Coordinate scheduling and logistics with the Regional Director of Operations or Team Lead
- Teach Epic navigation and standardized Commercial Lines workflows together, covering the full policy lifecycle: New Business, Endorsements/Change Requests, Renewals, Audits, Cancellations & Reinstatents, Claims, and Certificates of Insurance
- Provide related system and report training as part of the curriculum
- Observe and correct in real time as new hires work through core transactions
- Validate independent execution of key workflows before go-live
- Flag knowledge gaps early, before the new hire is live in the system
- Remain available to the new hire and their Team Lead during the transition to independent work
- Resolve process questions as they surface in real time
- Complete the Trainer Certification
- Handoff and document outcomes
- Handoff ongoing coaching to the receiving manager
- Assist with New Partner Go-Live dates (travel required)
- Maintain and update CL training materials, including the Trainer Playbook, Training Checklist, and workflow cheat sheets, as Epic configuration or service standards evolve
- Route recurring questions, errors, or gaps observed in training back into workflow documentation and the training team
- Partner with IT/Systems on Epic access, activity setup, and configuration issues affecting new hires
- Adjust training pace and content for experienced CL hires versus those new to insurance
Benefits
- 401k plan with immediate participation, company match, and immediate 100% vesting
- Company-paid benefits include life insurance and short- and long-term disability
- Strong health insurance plan
- Many supplemental, voluntary offerings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
