Highly respected and long-standing Dallas-based insurance agency is seeking a Commercial Lines Trainer to help support/train producers in the Dallas office. This person will join a company who puts a premium on working collaboratively to make sure their clients are provided the very best service possible.
- Medical is paid for by the company!
- Flexible work schedule – 7.5 work day!
- TONS of growth opportunities!
- Voted Insurance Journal’s Top 100 P/C Agencies, Insurance Journal’s Best Place to Work in the Southwest Region, and Top Workplace in DFW by The Dallas Morning News!
KEY RESPONSIBILITIES:
SYSTEM TRAINING:
• Provide thorough training on Applied EPIC, ensuring producers understand how to navigate the
system efficiently for all aspects of their workflow
• Assist producers on the use of Salesforce for lead and client management, CoStar for
commercial real estate insights, LinkedIn Sales Navigator for networking and prospecting, and ZoomInfo for lead generation. Note: Experience not required for these systems and training will occur as part of the role.
WORKFLOW INSTRUCTION:
• Lead training sessions on both the New Business and Renewal workflows, covering each stage
from prospecting and quoting to binding and issuing policies.
• Teach producers best practices for managing their book of business through the lifecycle of the
account.
INSURANCE EXPERTISE DEVELOPMENT:
• Provide guidance on common and complex coverage questions, helping producers understand
policy specifics and nuances across various lines of coverage.
• Connect producers with underwriters to develop stronger relationships and improve their ability
to negotiate terms and tailor coverage solutions for clients.
• Serve as a resource for all questions related to insurance products, industry trends, and
regulatory updates.
ONGOING SUPPORT:
• Act as a mentor and ongoing resource for Commercial Lines Producers as they refine their
knowledge of insurance products and system usage.
• Continuously update training materials to reflect changes in systems, workflows, and industry
best practices.
• Conduct assessments to evaluate the knowledge and skills of CL Producers, identifying areas
for further improvement
• Foster a positive learning environment that encourages questions, feedback and continuous
improvement.
IN-OFFICE REQUIREMENTS
• 5 days a week in the Dallas office
QUALIFICATIONS AND EDUCATION REQUIREMENTS:
• High School Graduate (college degree preferred or work-related experience)
• Minimum of 5 years working in the P&C insurance industry
• Valid P&C insurance license
• Strong understanding of commercial insurance coverages and industry practices
• Experience with Applied Systems products including EPIC, CSR24, & Indio
• Intermediate to advanced proficiency in Microsoft Office
• Excellent presentation, communication, and interpersonal skills, both verbal and written.
• Detail-oriented with exceptional organizational and time management skills.
