Broker Training Specialist
Core
Deliver training programs, curriculum, and ongoing support to insurance brokers to enhance their product knowledge, sales skills, and compliance understanding.
Role type
Training Specialist (Insurance Broker Education)
Builds
Training sessions, updated curriculum materials, documentation, and broker support resources
Domain
Insurance (Property & Casualty, Personal Lines)
Deliverable
product features
Required skills
Training facilitation, instructional design, adult learning principles, insurance product knowledge, regulatory compliance, communication, problem-solving, documentation creation, LMS proficiency, MS Office 365
Preferred skills
Experience with underwriting guidelines, quoting workflows, system change initiatives, cross-functional collaboration
Technologies
LMS, MS Office 365, insurance systems
Responsibilities
Deliver virtual and in-person training sessions, maintain and update training materials, evaluate learning effectiveness through assessments and feedback, create documentation (FAQs, guides, job aids), provide ongoing broker mentorship and support
Seniority
Mid-level, hands-on IC