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Business Applications Trainer (Hybrid)

4675 MacArthur Court, Suite 750, Newport Beach, CA 92660

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

 

JOB OVERVIEW:

This is an excellent opportunity for someone who wants to be part of a great team. We are looking for an experienced insurance agency management system trainer (Business Applications Trainer) to train internal as well as new employees. This requires knowledge of how to train adult learners so that there is a successful exchange and intake of knowledge. This role will work across all levels of the organization growing our in-house systems capabilities.

 

LOCATION:

This is a HYBRID role and must work out of one of our EPIC office locations; candidates in Pacific Time Zone are encouraged to apply. To view a full list of our office locations, visit: https://www.epicbrokers.com/about/locations/

 

WHAT YOU’LL DO:

A detailed list of job duties include (but are not limited to):

  • Help develop creative courses that present the key messages in a way that makes sense and that will engage the learners.
  • Presents professionally via zoom, or in person, with confidence.
  • Manage timelines and due dates and prioritize multiple projects.
  • Evaluate and recommend training content improvement by analyzing performance gaps in users and provide recommendations to enhance user experience.
  • Evaluate and understand agency management systems’ (Sagitta, ImageRight, BenefitPoint) functionality and configuration to meet business needs.
  • Identify interrelationships of issues to find resolution that may apply to multiple offices.
  • Assist offices with ad hoc training requests.
  • Using business process knowledge, proactively look for opportunities for system or workflow enhancements.
  • Fosters open communications and share knowledge openly.
  • Assist with creating training materials for new and existing training sessions including, but not limited to, onsite for online seminar style opportunities, user manuals, getting started documents, tips & tricks, and investigation and use of learning technologies to support training activities and user satisfaction.
  • Participate in the development of procedures and controls related to support policies, including user security and agency management best practices.

 

WHAT YOU’LL BRING:

  • REQUIRED: Previous experience in the insurance industry
  • REQUIRED: Experience with insurance agency management systems and previous experience training others on use
  • 3+ years' experience training adult learners
  • Must be available to travel nationally up to 35%
  • Strong relationship-building and leadership skills
  • Ability to act as a project manager and effectively manage resources to complete training projects and assignments
  • Ability to clearly and effectively instruct others
  • Demonstrates effective organization and workload management skills
  • Self-starter who takes initiative and is able to work independently

 

COMPENSATION:

The national average hourly rate for this role is $40.00 - $42.00/hr in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

 

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

  • Generous Paid Time off
    • Unlimited PTO for salaried employees; 22 PTO days starting out for hourly employees; 12 company-observed paid holidays; 4 early-close days; plus additional paid days off
  • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
  • Generous employee referral bonus program of $1,500 per hired referral
  • Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
  • Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
  • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
  • Unique insurance, such as Pet Insurance and Cancer Insurance
  • Additional benefits include (but are not limited to): 401(k) matching, flexible work options, medical insurance, dental insurance, vision insurance, and wellness programs
  • 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
  • EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
  • We’re a top 10 privately held insurance brokerage
  • We’ve consistently been voted “Best place to work” in the insurance industry since 2009

 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

 

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