Job Description

Insurance Commercial Operations Trainer

We are seeking a knowledgeable and motivated Insurance Commercial Lines Training Specialist to support the development, onboarding, and continued education of our commercial insurance team. This role is responsible for creating and delivering training programs that improve technical knowledge, service standards, workflow consistency, and overall employee performance across commercial lines operations.

The ideal candidate combines strong commercial insurance expertise with excellent communication and coaching skills and is passionate about developing people and improving processes.

Key Responsibilities:

• Design, implement, and maintain training programs for commercial lines staff, including onboarding, systems training, coverage education, and workflow procedures.
• Conduct virtual and in-person training sessions for new hires and existing employees.
• Develop training materials, job aids, SOPs, guides, and reference resources.
• Partner with agency leadership to identify knowledge gaps and training opportunities.
• Support education on commercial coverages including:
  • General Liability
  • Commercial Property
  • Workers’ Compensation
  • Commercial Auto
  • Umbrella/Excess Liability
  • Professional Liability
  • Industry-specific programs
• Train staff on agency management systems, carrier platforms, and internal processes.
• Monitor employee progress and provide coaching, feedback, and follow-up support.
• Assist with quality assurance initiatives and workflow standardization.
• Stay current on industry trends, carrier updates, compliance requirements, and best practices.
• Collaborate with department managers to improve operational efficiency and service excellence.

Qualifications

• High School diploma or GED equivalent required; College degree preferred
• 3+ years of commercial lines insurance experience required.
• Previous training, mentoring, supervisory, or leadership experience preferred.
• Strong understanding of commercial insurance products, underwriting, and servicing workflows.
• Active Property & Casualty license preferred.
• Obtain and maintain applicable licensing as required
• Excellent presentation, communication, and interpersonal skills.
• Ability to explain technical insurance concepts clearly and effectively.
• Strong organizational and project management abilities.
• Experience with agency management systems Applied Epic is preferred.
• Proficiency with Microsoft Office and virtual meeting/training tools.

Preferred Skills

• Curriculum development or instructional design experience.
• Experience in independent insurance agencies.
• Knowledge of carrier websites and portals and commercial lines marketing processes.
• Ability to adapt training for varying experience levels and learning styles.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

Moore, Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.