Agency Operations Trainer – Property & Casualty

Keystone Agency Partners

Agency Operations Trainer responsible for developing and delivering training for P&C operations. Collaborating with various departments to ensure effective training aligned to workflows and systems.

Posted 5/8/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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.
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.
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.

Requirements

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

training developmentworkflow documentatione-learning content creationsystem rollout supportprocess change managementP&C servicingApplied Epicpeer enablementoperational transformationend-to-end P&C workflows

Soft Skills

communication skillsfacilitationcoachingapproachabilityfeedback gatheringpresentation skillscollaborationadaptabilityproblem-solvinglearner engagement