Insurance Expertise Trainer

2 days ago


Dallas, Texas, United States Swingle Collins & Associates Full time

About Swingle Collins & Associates

Swingle Collins & Associates, a leading insurance agency, offers an exciting opportunity for an Insurance Expertise Trainer. The successful candidate will be instrumental in developing the commercial lines team's knowledge and skills.

Job Summary:

The Insurance Expertise Trainer will provide comprehensive training on commercial insurance coverages, systems, and workflows. This role will strengthen our team's expertise and support our continuous growth and success.

Key Responsibilities:

  • Deliver 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.
  • 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.
  • 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.
  • 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.
  • Foster a positive learning environment that encourages questions, feedback, and continuous improvement.

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.

What We Offer:

  • $80,000 - $110,000 per year, based on experience.
  • A comprehensive benefits package, including health insurance, retirement plan, paid time off, and savings accounts.
  • A supportive and dynamic work environment that fosters professional growth and development.


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