[Hiring] Agency Operations Trainer - Employee Benefits @Keystone Agency Partners LLC

Role Description

The Agency Operations Trainer – Employee Benefits is responsible for developing, delivering, and maintaining high-quality training that enables consistent, efficient execution of Employee Benefits operations across the organization. This role focuses on Group Benefits (Small, Mid, and Large) and Individual Life & Health, helping employees understand how work is performed end-to-end—across workflows, systems, and servicing standards. The Trainer partners closely with Operations, Change Management, Product/Workflow leaders, and Technology teams to ensure training aligns to standard processes, system capabilities, and transformation priorities. This is a hands-on role, ideal for a strong Employee Benefits practitioner who enjoys teaching, coaching, and enabling others through practical, workflow-based learning.

Key Responsibilities

• Deliver engaging, role-based training for Employee Benefits technology stack, including Applied Epic, Applied Benefit Designer, and other agency tools that support end-to-end workflows.
• Facilitate system demos, workflow walk-throughs, onboarding sessions, and reinforcement/optimization training aligned to implementations, conversions, and rollout plans.
• Gather feedback from learners, leaders, and support teams to identify training gaps or opportunities for improvement.
• Develop and maintain training materials, including job aids, quick reference guide, playbooks, e-learning/microlearning content (as applicable).
• Support the translation of end-to-end Employee Benefits workflows into clear, practical guidance that integrates process + system usage + servicing standards.
• Keep training content current with changes to workflows, systems, carriers, compliance requirements, and operating models.
• Partner with Technology, Product/Workflow Owners, and Configuration teams to understand system updates and translate them into user-friendly training.
• Work closely with Employee Benefits Operations leaders, Training & Development teammates, Change Management, Product / Workflow Owners, Technology and Field Support teams.
• Ensure training reflects standard processes and aligns with broader operational and change initiatives.
• Act as a trusted, approachable resource for employees learning new workflows or systems.

Qualifications

• 5+ years of experience in insurance operations, employee benefits servicing, or a related role.
• Direct experience working in Employee Benefits, supporting Group and/or Individual Life & Health.
• Practical understanding of end-to-end Employee Benefits workflows and servicing models.
• Experience delivering training, coaching, or peer enablement in an operational environment.
• Comfort presenting to groups and facilitating learning discussions.
• Experience supporting system rollouts, process changes, or operational transformations.
• Hands-on experience with Applied Epic for Employee Benefits required.
• Experience with Applied Benefit Designer highly desired.
• Familiarity with a modern insurance agency technology stack.
• Strong communication skills with the ability to explain complex concepts clearly and practically.
• Willingness to travel approximately 50-75%.
• Ability to pass a criminal background check, as permitted by law.

Benefits

• Competitive Salary.
• Health Insurance Plans (PPO, HSA, Copay Options).
• Dental Insurance.
• Vision Insurance.
• Company Paid Disability Insurance.
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance.
• 401(k) with Safe Harbor Match.
• Paid Time Off.
• Paid Holidays.