Think you can make learning as fun as Friday night?

• Minimum of 10 year’s experience in the insurance industry, including five as a Personal Lines Account Manager
• Minimum of five year’s experience with Applied EPIC; experience with EPIC Quotes, EzLynx and CSR24 a plus
• High school diploma or equivalent; college coursework a plus
• Proficiency in Microsoft Office 365 Suite, especially Word, Excel, Outlook, OneDrive and SharePoint; capability to teach these applications to all levels of personnel
• Producer's license required
• CISR, CIC or CPCU designation preferred, not required
• Experience with DocuSign and Adobe is preferred

• Excellent prioritization and organizational skills
• Friendly, positive attitude with a genuine desire to assist others
• Strong verbal and written communication skills with a professional telephone manner
• Effective problem-solving abilities and adaptability in a fast-paced environment
• Ability to work under pressure with attention to detail and time constraints
• Self-motivated and able to work independently without supervision

• Train new hires and existing staff on agency best practices, Applied EPIC workflows, carrier rating systems and Personal Lines procedures, both remotely and in person
• Create training materials like handouts, videos and visual aids
• Collaborate with Quality Assurance to update and refine training content
• Consult with management and staff to identify training needs and stay informed about policy changes and technology updates
• Develop tests and check-ins to assess training effectiveness
• Assist with AMS upgrades, software migrations and testing
• Troubleshoot AMS and third-party software issues on user workstations
• Coordinate classroom scheduling and setup for training sessions
• Travel to other agency offices for training purposes
• Attend seminars and classes for ongoing education on agency management systems and related software

• Health, vision, dental and life insurance effective the first month following the hire date
• 401(k) with up to 4% 401(k) matching
• Paid time off, paid holidays, and early leave on Fridays and holiday eves
• Eligibility for annual profit sharing
• Financial support for job-related education and certifications