[Hiring] Training Specialist @Legacy Risk Solutions LLC

Role Description

Legacy Risk Solutions is seeking a knowledgeable and detail-oriented Insurance Training & Development Specialist to join our growing team. This role is responsible for developing, coordinating, and delivering training programs that support the success of our Commercial and Personal Lines service teams. Working closely with Operations, agency leadership, and team members, the Training & Development Specialist ensures employees have the knowledge, tools, and resources needed to perform their roles accurately, efficiently, and consistently with agency standards and best practices.

The ideal candidate is an experienced insurance professional with strong knowledge of agency operations, Applied Epic, and client service workflows who enjoys coaching others and identifying opportunities for improvement. This individual plays a key role in onboarding new employees, supporting agency partnerships and acquisitions, standardizing processes, and promoting continuous learning across the organization.

Qualifications

• High school diploma or equivalent required; associate's or bachelor's degree preferred.
• Minimum of 3–5 years of insurance agency experience, preferably within an independent insurance agency supporting Commercial Lines or Personal Lines.
• Previous experience in employee training, coaching, mentoring, onboarding, or professional development preferred.
• Strong knowledge of insurance agency operations, client service processes, and account management workflows.
• Proficiency in Applied Epic or a similar agency management system, with the ability to train and support others on system functionality.
• Strong understanding of insurance agency workflows, documentation standards, and operational best practices.
• Proficiency in Microsoft Office 365, including Teams, SharePoint, Excel, Word, Outlook, and PowerPoint.
• Excellent written and verbal communication skills with the ability to explain technical information clearly and effectively.
• Strong presentation, facilitation, and interpersonal skills with the ability to engage employees at varying experience levels.
• Excellent organizational and time-management skills with the ability to manage multiple training initiatives, projects, and deadlines.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Ability to identify process improvement opportunities and develop practical solutions that support operational efficiency.
• Self-motivated with the ability to work independently while collaborating effectively with Operations, agency leadership, and internal teams.
• Adaptable and comfortable supporting employees across multiple locations and navigating changing business needs.
• Collaborative, patient, and approachable with a genuine interest in helping others learn, develop, and succeed.
• Willingness to travel to agency locations as needed to support employee training and new agency integrations.

Requirements

• Develop, coordinate, and deliver training programs for new and existing Commercial and Personal Lines service team members.
• Lead new hire training and onboarding activities, including creating training plans, developing curriculum, conducting one-on-one sessions, and monitoring progress.
• Partner with managers to assess employee knowledge, identify training needs, and develop individualized learning plans to support employee development.
• Provide ongoing coaching, mentoring, and training to strengthen technical insurance knowledge, system proficiency, and client service skills.
• Serve as a subject matter expert for Applied Epic, providing guidance, troubleshooting assistance, and training on system functionality and agency workflows.
• Develop and maintain training materials, onboarding checklists, workflow documentation, and other educational resources to ensure information remains accurate and current.
• Facilitate individual and group training sessions, workshops, and refresher courses on agency systems, procedures, and best practices.
• Collaborate with Operations and agency leadership to identify process inefficiencies, workflow challenges, and opportunities for improvement.
• Assist in developing, implementing, and maintaining standardized agency procedures and workflows across Legacy Risk Solutions.
• Evaluate existing processes and recommend improvements that enhance operational efficiency, accuracy, consistency, and the overall client experience.
• Support the onboarding and integration of newly acquired agencies and partner locations by providing training on Applied Epic, agency procedures, and operational expectations.
• Coordinate virtual and in-person training for employees across multiple agency locations as needed.
• Work closely with local leadership to assess training progress, identify knowledge gaps, and provide continued support throughout the onboarding and integration process.
• Gather feedback from employees and managers to evaluate training effectiveness and identify opportunities to enhance training programs.
• Provide regular updates to Operations and management regarding training progress, employee development, challenges, and areas requiring additional support.
• Encourage a collaborative learning environment that promotes employee engagement, problem-solving, accountability, and continuous improvement.
• Stay informed of industry developments, agency management system enhancements, and insurance best practices to ensure training programs remain relevant and effective.
• Participate in department initiatives, special projects, and other training and operational activities as assigned.

Benefits

• Medical, dental, and vision insurance
• 401(k) with company match
• Flexible Spending Account (FSA)
• Life insurance coverage
• Short-term and long-term disability coverage
• Accident and critical illness insurance options
• Generous Paid Time Off (PTO)