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Agency Operations Trainer – Employee Benefits
Keystone Agency Partners. 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 .
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
training deliverycoachingpeer enablementsystem rolloutsprocess changesoperational transformationsend-to-end workflowsservicing modelse-learning content developmentmicrolearning content development
Soft Skills
strong communicationpresentation skillsfacilitationapproachabilityfeedback gatheringtraining gap identificationcollaborationadaptabilityproblem-solvinglearner engagement