Insurance Trainer – Personal & Commercial Lines

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TYPE OF WORK

Full Time

SALARY

$7/hr

HOURS PER WEEK

40

DATE UPDATED

Dec 18, 2025

JOB OVERVIEW

We're looking for a Client Success and Solutions Trainer to join our team!

If you're a people person with a passion for helping others succeed, we want to hear from you.

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About the Role

As our Client Success and Solutions Trainer, you'll be the bridge between our clients, new hires who will directly work with our clients, and their optimal workflow. You'll spend your days engaging with people on Zoom, understanding their needs, and guiding them through effective solutions.

A key part of your role will be guiding both our clients and our new hires, ensuring everyone is equipped to excel. You'll also play a vital role in identifying and implementing process improvements, making sure our clients (and we!) work smarter, not harder.

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Key Responsibilities

· Confidently lead and facilitate Zoo ---------- etings with clients and new hires, fostering strong relationships.
· Provide expert training and support to clients, helping them maximize their use of our solutions and improve their processes.
· Train new hires on best practices for client interaction and workflow efficiency.
· Utilize your EZLynx and Applied Epic knowledge to assist clients and new hires.
· Identify, develop, and implement process improvements that enhance client experience and operational efficiency.
· Act as a team player, building strong rapport with clients and new hires.

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Qualifications

· At least 1 year of insurance experience.
· Minimum of 1 year of dedicated training experience.
· Confident and comfortable communicating and presenting in Zoo ---------- etings.
· Familiarity with EZLynx and Applied Epic is a must.
· Highly organized with a proven ability to create and improve processes.
· A creative problem-solver who can "think outside the box" to help clients work more effectively.
· Exceptional interpersonal skills and a talent for building strong rapport.
· Willing to work full-time with no other commitments from other companies.
· Equipped with own laptop/desktop with dual monitors, web camera, headset, and reliable internet.

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What’s in it for you:

We're a dynamic team committed to providing excellent service solutions and client success. You'll have the opportunity to make a real impact, shaping how our clients operate and contributing to our continuous improvement. We offer a collaborative environment where your ideas are valued.

· This is a full-time remote work. Enjoy the flexibility and convenience of working from the comfort of your own home.
· Start at an hourly rate of $7 with an automatic increase after 6 months.
· Fixed weekends off. US Federal holidays are off and paid. Paid time off credits will be provided.
· Health coverage benefits through an HMO.
· A yearly evaluation with the potential for a salary increases.
· A year-end bonus each December.

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