Insurance Trainer

5 days ago

Philippines Remote Raven Full time $12,000 - $14,400 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

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