USI Insurance Services · 20 hours ago
Operations Technical Trainer
USI Insurance Services is seeking an Operations Technical Trainer to serve as a training resource and develop training solutions aligned with organizational needs. The role involves delivering various learning solutions, collaborating with the IT department, and ensuring effective workflows and system implementations.
Responsibilities
Deliver training programs and sessions. Includes face-to-face, web-based, technical materials, and blended learning environments
Write and edit audio voice-over scripts for e-learning as needed
Work closely with business units to identify and document core business processes
Work with customers (business units and users of the system) to understand their needs. Includes underwriting, accounting, policy servicing and retention to support processes and standardization
Learn workflow configuration for the new policy administration system. Act as an implementer of the new processes or updates to the already developed processes
Identify key issues and risks in the business processes. Ensure effective workflows and system implementation
Serve as liaison between IT and business units to:
Provide system/process requirement to IT
Participate in user acceptance testing process to ensure accuracy of implementation
Act as a single point of contact for the any queries from IT
Develop and maintain training material for the new policy administration system. Ensure system requirements are accurate, up-to-date, and effective
Facilitate training and assist staff and other stakeholders
Support business operations and troubleshoot issues
Qualification
Required
5 years + business operations, teaching and/or relevant insurance industry experience
Property & Casualty license required
Strong project management and presentation skills
Strong written, verbal, and interpersonal communication skills
Ability to convey complex information to a wide variety of audiences
Ability to maintain confidential information
Ability to define problems, collect data, establish facts, and draw valid conclusions
Preferred
College degree in related field preferred
Insurance accounting, underwriting, and policy services knowledge preferred
Working knowledge of internet-based programs and Microsoft Office suite, including Word, Excel, and Outlook
Experience with Articulate 360 and Camtasia a plus
Benefits
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Other unique employer-sponsored and voluntary programs
Generous paid time off policy
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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