UNICO Group ยท 2 months ago
Commercial Insurance Trainer
Lincoln,NE,US
Full-time
Onsite
Senior Level
5+ years expUNICO Group is a company focused on providing insurance solutions, and they are seeking a Commercial Insurance Trainer to lead training and quality assurance efforts across their Commercial Lines team. This role involves onboarding and continuous training of staff, optimizing agency management systems, and maintaining quality standards across service teams.
FinanceFinancial Services
Responsibilities
Design and deliver onboarding training on the agency management system, department workflows, and agency standards and procedures for new hires in the commercial insurance division
Develop and maintain training materials, job aids, and system guides for ongoing education
Conduct regular training workshops and one-on-one coaching to upskill existing team members
Monitor desk-level workflows to ensure alignment with agency procedures, service standards, and errors and omissions prevention efforts
Conduct audits to assess documentation accuracy, service timeliness, and client engagement quality
Provide feedback and coaching to team members based on audit results and performance trends
Partner with leadership to identify and resolve gaps in processes, knowledge, or system use
Act as a subject matter expert on the agency management system
Assists with the implementation of system updates, configuration, and best practices
Provide frontline support for troubleshooting and optimization requests from account managers
Manage a small book of commercial business, ensuring excellent service, retention, and client satisfaction
Serve as the primary contact for assigned clients, handling renewals, policy changes, and day-to-day service requests
Work collaboratively with producers and carriers to support client needs and maintain strong relationships
Qualification
Required
A bachelor's degree, or the recognized equivalent in education and experience is required
5+ years of experience in commercial insurance or training/coaching within an agency setting
Strong knowledge of commercial line coverages, workflows, and carrier relationships
Experience with agency management systems and a passion for operational excellence
Familiar with major insurance carriers and underwriting guidelines
Experience using CRM and lead generation tools
Current Nebraska Property & Casualty license, or willingness and ability to obtain within 45 days of employment
Experience designing and delivering training in a professional setting
Expertise in teaching content and managing a classroom
Interact with classroom participants in a manner that demonstrates sensitivity, tact, and professionalism
Natural collaborator who can balance client service and internal support functions
A proactive mindset and ability to lead change through influence
Ability to translate business goals and objectives into realistic training curriculum
Established skills in adult learning principles
Excellent communication and interpersonal skills, and the ability to work with others
Demonstrates strong PC skills including Word, Excel, and Outlook
Knowledge of Agency Management Systems
Detail-oriented with strong organizational and analytical abilities
Maintain a professional image
Company
UNICO Group
UNICO Group is an insurance company offering insurance and financial solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
N
Neal Lyons
CFO
Recent News
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