Insurance Trainer

About the Role:

We are seeking an experienced Insurance Specialist with strong knowledge of the US insurance industry—specifically in personal and/or commercial lines—to join our growing team. The ideal candidate has hands-on experience with Applied Epic (Epic) and a solid understanding of agency workflows, from policy administration to client servicing. If you already have training or mentorship experience, that’s a huge plus. If not, we’ll provide the training needed for you to grow into a Trainer/Process Expert within our organization. This is a great opportunity for someone who’s highly detail-oriented, tech-savvy, and passionate about process improvement and client service in the insurance field. Key Responsibilities Manage day-to-day insurance operations in Applied Epic, including data entry, renewals, policy issuance, and client updates. Support both Personal Lines and Commercial Lines insurance workflows. Ensure data accuracy across all client and policy records. Communicate with underwriters, agents, and clients to ensure timely processing and issue resolution. Create, update, and maintain process documentation and training materials. Collaborate with the leadership team to streamline agency operations. (If Trainer role): Conduct internal training sessions on Epic, insurance workflows, and best practices for new hires or client teams. Qualifications 2+ years of experience in the US insurance industry (personal or commercial lines). Strong working knowledge of Applied Epic (required). Experience with agency management systems, policy administration, and insurance documentation. Excellent communication and written English skills. Strong organizational skills and attention to detail. Ability to multitask and prioritize in a fast-paced environment. Tech-savvy and comfortable with remote collaboration tools (Teams, Slack, etc.). Training or coaching experience (preferred, but not required). Preferred Skills Prior experience in insurance operations, policy servicing, or account management. Experience developing training materials or standard operating procedures. Familiarity with other AMS platforms (HawkSoft, Vertafore, EZLynx, etc.) is a plus. This is a full time role $6-7/hr 100% Remote Job