Trainer - US Insurance

Role & responsibilities Training Delivery Deliver instructorled (classroom/virtual) training on US/Canada insurance processes. Train new hires and existing employees on Commercial and Personal Lines of Insurance. Conduct refresher trainings and upskilling sessions based on business needs. Ensure trainees achieve defined learning objectives and performance benchmarks. Provide systembased training on Agency Management Systems (AMS) including Applied EPIC, Vertafore, EZLynx, and PowerBroker. Content Development Develop and update training materials, SOPs, process documents, and job aids. Create engaging learning content including presentations, case studies, and assessments. Align training content with client requirements and internal process updates. Prepare user guides and process documentation related to AMS platforms and insurance workflows. Training Needs & Performance Support Conduct training needs analysis in collaboration with operations teams. Identify knowledge gaps and recommend training interventions. Provide floor support, coaching, and mentoring to improve team performance. Support teams in understanding and navigating AMS platforms efficiently. Domain Expertise Support Act as a Subject Matter Expert (SME) for US/Canada insurance processes. Support teams in understanding underwriting, policy servicing, and insurance workflows. Assist in resolving processrelated queries and clarifications. Provide guidance on workflows and best practices within Agency Management Systems. Assessment & Evaluation Design and conduct assessments to evaluate trainee understanding. Track training effectiveness using feedback, performance metrics, and KPIs. Continuously improve training programs based on evaluation outcomes. Collaboration Work closely with Operations, Quality, and HR teams to align training initiatives. Support onboarding and induction programs for new hires. Assist in interview assessments for candidates (domain evaluation, if required). Reporting Structure Reports to: Training Lead / Operations Head Works closely with: Operations Team, Quality Team, HR Preferred candidate profile Educational Qualification Bachelors degree (mandatory) Insurance certifications (preferred but not mandatory) Experience Requirements 46 years of experience in US/Canada Insurance domain Minimum 23 years of experience in training or coaching roles Handson experience in: Commercial Lines (P&C, BOP, Workers Compensation, Inland Marine, D&O, etc.) Personal Lines (Home, Auto, Flood, etc.) Underwriting, policy servicing, or related insurance functions Agency Management Systems (AMS) such as: Applied EPIC Vertafore EZLynx PowerBroker Core Competencies:- Domain Knowledge Strong understanding of US/Canada insurance processes: Policy lifecycle (submission to issuance to servicing) Underwriting basics Insurance documentation and compliance Agency Management System workflows and navigation Training Skills Strong facilitation and presentation skills Ability to simplify complex concepts for different audiences Experience in creating training content and assessments Familiarity with LMS, elearning tools, or virtual training platforms Communication Skills Excellent verbal and written communication Strong interpersonal and stakeholder coordination skills Analytical Skills Ability to identify training gaps and measure effectiveness Basic understanding of KPIs and performance metrics Behavioral Competencies Passion for teaching and knowledge sharing Proactive and detailoriented Adaptable and open to feedback Collaborative team player Success Metrics (KPIs) Trainee performance and certification scores Training feedback and satisfaction scores Reduction in process errors posttraining Speed to proficiency for new hires Effective adoption and utilization of AMS platforms by trainees .