Ansay & Associates · 22 hours ago
Commercial Lines Trainer
Greenbay, Wisconsin, United States
Full-time
Onsite
Mid LevelAnsay & Associates is a growing, employee-focused insurance agency committed to investing in their team members’ success. The Commercial Lines Trainer is responsible for developing and delivering training for team members, ensuring best practices in servicing and retaining Commercial Lines accounts, while collaborating with internal partners for seamless integration and high-quality customer experiences.
Financial ServicesInsurance
Responsibilities
Train and onboard Commercial Lines Account Managers, Account Executives, and Producers on core responsibilities, workflows, coverage fundamentals, and best practices
Serve as a primary point of contact during onboarding for new hires and newly integrated teams
Design and lead Commercial Lines training programs, including live training sessions, webinars, presentations, and lunch-and-learn events aligned with departmental goals
Provide ongoing coaching, guidance, and feedback through auditing, monitoring, and performance reviews in partnership with department leadership
Support all Commercial Lines acquisitions by leading EPIC system integration, workflow alignment, and training of incoming team members
Actively participate in book consolidations and special projects related to acquisitions and evolving business needs
Collaborate cross-departmentally with Mergers & Acquisitions, Operations, and leadership teams to ensure smooth transitions and consistency across regions
Maintain expert-level knowledge of EPIC Agency Management System capabilities and updates
Train and support both new and existing staff on system enhancements, workflows, and technology adoption
Identify workflow gaps, coverage issues, and training opportunities through hands-on servicing and auditing
Recommend and implement improvements to reduce E&O exposure and enhance efficiency and service quality
Maintain and proactively manage an assigned book of Commercial Lines business in accordance with agency standards
Educate clients on coverage, identify gaps, and recommend solutions to meet business needs
Support account retention through best-in-class service and proactive communication
Cross-sell additional lines of business and collaborate with other departments when appropriate
Stay current on industry trends, carrier changes, products, and regulatory updates
Participate in ongoing training and pursue professional designations to enhance technical expertise
Qualification
Required
Bachelor's degree in Business or a related field (or equivalent experience)
Thorough understanding of Commercial Lines insurance products, coverages, and servicing workflows
Active insurance license in accordance with state requirements
At least one professional insurance designation (CISR, CIC, CRM, or similar), or willingness to obtain
Self-starter with strong initiative and a continuous improvement mindset
Excellent communication, presentation, and relationship-building skills
Strong attention to detail and active listening skills
Ability to collaborate effectively across teams and regions
Customer-focused with a commitment to service excellence
Team-oriented with a positive, solution-driven attitude
Benefits
Comprehensive benefits package including medical, dental, vision, life, and disability insurance
401(k) retirement plan with company match
Generous paid time off and paid holidays
Opportunities for professional development, training, and insurance designation support
Career growth opportunities within a growing, multi-regional organization
Collaborative, team-oriented culture with leadership support
Technology-forward environment with ongoing system enhancements and training
Company
Ansay & Associates
Ansay and Associates is Wisconsin’s premier independent insurance agency with offices located all over Wisconsin.
Founded in 1946
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$10.5M2019-10-01Series Unknown· $10.5M
Leadership Team
Mike Ansay
Chairman & CEO
Angela Sikowski
Chief Financial Officer
Recent News
2025-10-15
vcnewsdaily.com
2025-10-14
2025-10-13
Company data provided by crunchbase