Commercial Lines Trainer

2 months ago

Dallas, United States Swingle Collins & Associates Full time

About the Company - Successful businesses and individuals come to Swingle Collins for our unsurpassed knowledge of insurance products. Our combination of expertise, resources and market access has resulted in countless industry accolades, including Insurance Journal’s Top 100 P/C Agencies, Insurance Journal’s Best Place to Work in the Southwest Region, Chubb Cornerstone Elite Agency status, Hanover’s President’s Club, IIABA Best Practices, and others.


About the Role - Our new CL Trainer role will be instrumental in producer development. The key responsibilities include systems training and workflow instruction for producers. The CL Trainer will be a resource for producers as they build their insurance expertise and provide ongoing guidance relating to coverages, underwriter relationships, insurance products, best practices, etc. We believe this role will strengthen our team and support our continuous growth and success.


Responsibilities -


System Training:

  • Provide thorough training on Applied EPIC, ensuring producers understand how to navigate the system efficiently for all aspects of their workflow.
  • Assist producers on the use of Salesforce for lead and client management, CoStar for commercial real estate insights, LinkedIn Sales Navigator for networking and prospecting, and ZoomInfo for lead generation. Note: Experience not required for these systems and training will occur as part of the role.

Workflow Instruction:

  • Lead training sessions on both the New Business and Renewal workflows, covering each stage from prospecting and quoting to binding and issuing policies.
  • Teach producers best practices for managing their book of business through the lifecycle of the account.

Insurance Expertise Development:

  • Provide guidance on common and complex coverage questions, helping producers understand policy specifics and nuances across various lines of coverage.
  • Connect producers with underwriters to develop stronger relationships and improve their ability to negotiate terms and tailor coverage solutions for clients.
  • Serve as a resource for all questions related to insurance products, industry trends, and regulatory updates.

Ongoing Support:

  • Act as a mentor and ongoing resource for Commercial Lines Producers as they refine their knowledge of insurance products and system usage.
  • Continuously update training materials to reflect changes in systems, workflows, and industry best practices.
  • Conduct assessments to evaluate the knowledge and skills of CL Producers, identifying areas for further improvement.
  • Foster a positive learning environment that encourages questions, feedback, and continuous improvement.


Qualifications & Requirements -

  • High School Graduate (college degree preferred or work-related experience).
  • Minimum of 5 years working in the P&C insurance industry.
  • Valid P&C insurance license.
  • Strong understanding of commercial insurance coverages and industry practices.
  • Experience with Applied Systems products including EPIC, CSR24, & Indio.
  • Intermediate to advanced proficiency in Microsoft Office.
  • Excellent presentation, communication, and interpersonal skills, both verbal and written.
  • Detail-oriented with exceptional organizational and time management skills.


Benefits package includes -

  • Health insurance: Medical, dental, vision, and prescription drugs
  • Retirement plan: 401(k) with employer matching contributions
  • Paid Time Off: Generous PTO plan along with a Floating Holiday and Birthday Time Off
  • Savings accounts: Including HSA, FSA, and dependent care accounts
  • Paid Parental Leave: 4 weeks of paid leave for the birth, adoption, or foster placement of an employee's child
  • Disability insurance
  • Life insurance

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