Training & Development Specialist

Acrisure • Latham, NY

5d • $70,000 - $85,000

About The Position

Acrisure is seeking a Training & Development Specialist to join our East Division. The primary responsibility of this role is to manage comprehensive training programs for new employees and established team members alike. This includes guiding employees through a structured learning and development journey that supports their entire career lifecycle at the agency, whether they are on the sales or service teams. The T&D Specialist will coordinate training and education on a wide range of critical industry topics, workflows, and procedures, including proposals, loss summaries, summaries of insurance, policy checking, change requests, audit reviews, certificates of insurance, evidence of property, ID cards, and marketing submissions.

Requirements

• Minimum of 2 years of experience in Insurance Account Manager role or similar experience
• Applied Systems / EPIC experience
• Strong understanding of the insurance industry and typical career progression within sales and service roles
• Excellent verbal and written communication skills as well as strong interpersonal skills
• Proficient in developing training materials, using e-learning platforms, and understanding adult learning principles
• Ability to engage and motivate learners at various career stages.
• Strong project management and organizational skills
• High School diploma required, Associate Degree or higher preferred
• Active Property & Casualty License or ability to obtain one within 60 days of hire date

Responsibilities

• Facilitate comprehensive onboarding for all new employees, including: Walkthrough of the Epic Welcome Kit and introductory Epic training with review of all applicable workflows Guidance on Outlook signature, Webex voicemail setup, and Teams overview (including East Division background links) Instruction on fax procedures and navigation of the Division SharePoint page, including workflows and job aids Overview of M365 and Adobe training sites Registration for Total CSR for those new to the industry Sharing of Workday trainings (e.g., PrBr Commission Types, Applied Pay) Review of all applicable reports, including Month-End reports located on SharePoint Overview of the SWARM process
• Conduct refresher training for existing employees upon team lead or manager request.
• Serve as a resource for all Division employees, assisting with workflow, process, and resource-related questions
• Support leadership by guiding employees through cleanup projects and operational initiatives
• Assist with tracking training completion and maintaining accurate training documentation
• Participate in onboarding meetings and scheduled training sessions as assigned by leadership
• Provide administrative and logistical support for employee training and development activities
• Shadow new employees during their first year to ensure hands-on training and understanding of workflows
• Participate in regular meetings with managers and team leads to identify employees ready for advancement opportunities
• Coordinate targeted training and support for employees preparing for career progression or specialized roles
• Schedule and facilitate ongoing training sessions—virtual, in-person, or hybrid—covering industry fundamentals, systems, and role-specific skills
• Communicate available continuing education (CE) opportunities, certifications, and industry seminars to support employee growth and compliance
• Collaborate with operations, placement and sales leaders to identify training needs and ensure alignment with business objectives and employee development goals
• Support leadership in monitoring employee progress through assessments, feedback, and performance reviews
• Coordinate with external vendors and subject matter experts to arrange specialized or advanced training sessions as needed
• Stay informed on industry trends, regulations, and best practices to help ensure training remains relevant and effective
• Act as a mentor to new hires and existing employees, offering guidance, resources, and ongoing support for professional development and career growth

Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees