Acrisure · 1 day ago
Training & Development Specialist
Acrisure is a global fintech leader that empowers businesses and individuals with innovative solutions. The Training & Development Specialist will manage comprehensive training programs, facilitating onboarding and ongoing development for employees in the East Division, ensuring alignment with industry standards and company objectives.
Financial ServicesInsuranceInsurTech
Responsibilities
Facilitate comprehensive onboarding for all new employees, including:
Walkthrough of the Epic Welcome Kit and introductory Epic training with review of all applicable workflows
Guidance on Outlook signature, Webex voicemail setup, and Teams overview (including East Division background links)
Instruction on fax procedures and navigation of the Division SharePoint page, including workflows and job aids
Overview of M365 and Adobe training sites
Registration for Total CSR for those new to the industry
Sharing of Workday trainings (e.g., PrBr Commission Types, Applied Pay)
Review of all applicable reports, including Month-End reports located on SharePoint
Overview of the SWARM process
Conduct refresher training for existing employees upon team lead or manager request
Serve as a resource for all Division employees, assisting with workflow, process, and resource-related questions
Support leadership by guiding employees through cleanup projects and operational initiatives
Assist with tracking training completion and maintaining accurate training documentation
Participate in onboarding meetings and scheduled training sessions as assigned by leadership
Provide administrative and logistical support for employee training and development activities
Shadow new employees during their first year to ensure hands-on training and understanding of workflows
Participate in regular meetings with managers and team leads to identify employees ready for advancement opportunities
Coordinate targeted training and support for employees preparing for career progression or specialized roles
Schedule and facilitate ongoing training sessions—virtual, in-person, or hybrid—covering industry fundamentals, systems, and role-specific skills
Communicate available continuing education (CE) opportunities, certifications, and industry seminars to support employee growth and compliance
Collaborate with operations, placement and sales leaders to identify training needs and ensure alignment with business objectives and employee development goals
Support leadership in monitoring employee progress through assessments, feedback, and performance reviews
Coordinate with external vendors and subject matter experts to arrange specialized or advanced training sessions as needed
Stay informed on industry trends, regulations, and best practices to help ensure training remains relevant and effective
Act as a mentor to new hires and existing employees, offering guidance, resources, and ongoing support for professional development and career growth
Qualification
Required
Minimum of 2 years of experience in Insurance Account Manager role or similar experience
Applied Systems / EPIC experience
Strong understanding of the insurance industry and typical career progression within sales and service roles
Excellent verbal and written communication skills as well as strong interpersonal skills
Proficient in developing training materials, using e-learning platforms, and understanding adult learning principles
Ability to engage and motivate learners at various career stages
Strong project management and organizational skills
High School diploma required
Active Property & Casualty License or ability to obtain one within 60 days of hire date
Preferred
Associate Degree or higher preferred
Benefits
Comprehensive medical insurance
Dental insurance
Vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off
Holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave
Paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage
Company
Acrisure
Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.
Funding
Current Stage
Late StageTotal Funding
$11.37BKey Investors
Bain Capital Special SituationsAbu Dhabi Investment AuthorityBDT & MSD Partners
2025-06-06Debt Financing· $550M
2025-05-20Private Equity· $2.1B
2024-06-05Debt Financing· $1.6B
Recent News
Company data provided by crunchbase