Insurance Trainer

2 days ago

Philippines Remote Raven Full time ₱168,000 - ₱240,000 per year

About the Role:

We are seeking an experienced Insurance Specialist with strong knowledge of the US insurance industry—specifically in personal and/or commercial lines—to join our growing team. The ideal candidate has hands-on experience with Applied Epic (Epic) and a solid understanding of agency workflows, from policy administration to client servicing.

If you already have training or mentorship experience, that's a huge plus. If not, we'll provide the training needed for you to grow into a Trainer/Process Expert within our organization.

This is a great opportunity for someone who's highly detail-oriented, tech-savvy, and passionate about process improvement and client service in the insurance field.

Key Responsibilities

  • Manage day-to-day insurance operations in Applied Epic, including data entry, renewals, policy issuance, and client updates.
  • Support both Personal Lines and Commercial Lines insurance workflows.
  • Ensure data accuracy across all client and policy records.
  • Communicate with underwriters, agents, and clients to ensure timely processing and issue resolution.
  • Create, update, and maintain process documentation and training materials.
  • Collaborate with the leadership team to streamline agency operations.
  • (If Trainer role): Conduct internal training sessions on Epic, insurance workflows, and best practices for new hires or client teams.

Qualifications

  • 2+ years of experience in the US insurance industry (personal or commercial lines).
  • Strong working knowledge of Applied Epic (required).
  • Experience with agency management systems, policy administration, and insurance documentation.
  • Excellent communication and written English skills.
  • Strong organizational skills and attention to detail.
  • Ability to multitask and prioritize in a fast-paced environment.
  • Tech-savvy and comfortable with remote collaboration tools (Teams, Slack, etc.).
  • Training or coaching experience (preferred, but not required).

Preferred Skills

  • Prior experience in insurance operations, policy servicing, or account management.
  • Experience developing training materials or standard operating procedures.
  • Familiarity with other AMS platforms (HawkSoft, Vertafore, EZLynx, etc.) is a plus.

This is a full time role

$6-7/hr

100% Remote Job

  • Trainer

    6 days ago

    Philippines Expand Force IT Solutions Inc Full time ₱600,000 - ₱1,200,000 per year

    Interested applicants should send their resume/CV to Job Summary:The Trainer is responsible for delivering engaging, effective, and role-specific training programs to support the successful onboarding and development of new and existing employees. This includes conducting training sessions, coordinating learning activities, and providing feedback to enhance...

  • Accounting Trainer

    3 weeks ago

    , Pampanga, Philippines BACK ROOM OFFSHORING INC. Full time

    Position: Trainer / Coach Department: Enablement Reports To: Enablement Training Manager We’re looking for an Accounting Trainer / Coach to join our Enablement Team — someone who loves helping others grow and can turn accounting concepts into practical, engaging learning experiences. In this role, you’ll train and coach accountants and bookkeepers...

  • Implementation Services Technical Trainer

    3 weeks ago

    , Metro Manila, Philippines Five9 Full time

    Implementation Services Technical Trainer Overview Join us in bringing joy to customer experience. Five9 is a leading provider of cloud contact center software, bringing the power of cloud innovation to customers worldwide. Five9 values teamwork, diversity, and an inclusive environment to empower employees to be their authentic selves. The Implementation...

  • Implementation Services Technical Trainer

    2 days ago

    Manila, Manila, Philippines (Hybrid) Five9 Full time $60,000 - $80,000 per year

    Join us in bringing joy to customer experience.  Five9 is a leading provider of cloud contact center software, bringing the power of cloud innovation to customers worldwide.   Living our values everyday results in our team-first culture and enables us to innovate, grow, and thrive while enjoying the journey together. We celebrate diversity and foster an...

  • Senior Executive-Training-Clinical Training

    3 weeks ago

    , , Philippines ExlService Full time

    Senior Executive-Training-Clinical Training Job Info Job Identification 2070 Posting Date 12/10/2024, 05:59 PM Job Description Primary Internal Interactions: Coordination with internal process leaders and support on the discussion of performance measures, escalation handling, clarifying concerns, and seeking feedback and support, settling issues left...

  • Senior Executive-Training-Clinical Training

    2 days ago

    Philippines EXL Full time ₱1,200,000 - ₱2,400,000 per year

    DescriptionPrimary Internal Interactions:Coordination with internal process leaders and support on the discussion of performance measures, escalation handling, clarifying concerns, and seeking feedback and support, settling issues left unresolved, monthly evaluation of performance, updating training curriculum, trainer certification and for ongoing audits...

  • Learning & Development Specialist

    4 weeks ago

    , Pampanga, Philippines The Back Room Full time

    Description Position: Trainer / CoachDepartment: EnablementReports To: Enablement Training Manager Role Purpose The Trainer/Coach plays a key role in driving employee performance and capability by delivering effective training sessions, workshops, and one‑on‑one coaching. This role focuses on onboarding, upskilling, and reinforcing best practices to...

  • Account Manager-Partner Operations-Operations

    7 days ago

    Philippines EXL Service Full time ₱1,500,000 - ₱2,500,000 per year

    Job Description: Job Summary:The AVP of Training will lead the development and execution of training strategies for life and annuities insurance processes within a BPO environment. This role requires a seasoned leader with a proven track record in managing training functions and a deep understanding of life and annuities insurance operations. The AVP will...

  • Assistant Vice President-Partner Operations-Operations

    2 days ago

    Philippines EXL Full time $60,000 - $120,000 per year

    DescriptionJob Summary:The AVP of Training will lead the development and execution of training strategies for life and annuities insurance processes within a BPO environment. This role requires a seasoned leader with a proven track record in managing training functions and a deep understanding of life and annuities insurance operations. The AVP will ensure...

  • Electrical Training Superintendent

    4 weeks ago

    , Metro Manila, Philippines Bernhard Schulte Shipmanagement Full time

    Responsibilities Ensure efficient facilitation and running of relevant courses. Ensure close coordination of activities with the MTC Manager as well as communication with SMC, CSC and other BSM departments as authorized, regarding training needs. Delivery of training within a quality-assured environment, leading to improved safety and performance within the...