[Hiring] Agency Operations Trainer - Property & Casualty @Keystone Agency Partners LLC

Role Description

The Agency Operations Trainer – P&C is responsible for developing, delivering, and maintaining high-quality training that enables consistent, efficient execution of P&C operations across the organization. This role focuses on P&C (Small, Mid, and Large), 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 trainer role, ideal for a strong P&C practitioner who enjoys teaching, coaching, and enabling others through practical, workflow-based learning.

Key Responsibilities

• Training Delivery & Facilitation
  • Deliver engaging, role-based training for the P&C technology stack, including Applied Epic, 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.
• Training Content Development & Maintenance
  • Develop and maintain training materials, including job aids, quick reference guide, workflow documents, playbooks, e-learning/microlearning content (as applicable).
  • Support the translation of end-to-end P&C 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.
• Cross-Functional Collaboration
  • Work closely with P&C 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, P&C servicing, or a related role
• Direct experience working in P&C, supporting large, mid, small and surety businesses
• Practical understanding of end-to-end P&C 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 P&C required
• 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