Deliver instructorled (classroom/virtual) training on US/Canada insurance processes.
Train new hires and existing employees on Commercial and Personal Lines of Insurance.
Conduct refresher trainings and upskilling sessions based on business needs.
Ensure trainees achieve defined learning objectives and performance benchmarks.
Provide systembased training on Agency Management Systems (AMS) including Applied EPIC, Vertafore, EZLynx, and PowerBroker.
Content Development
Develop and update training materials, SOPs, process documents, and job aids.
Create engaging learning content including presentations, case studies, and assessments.
Align training content with client requirements and internal process updates.
Prepare user guides and process documentation related to AMS platforms and insurance workflows.