biBerk Business Insurance · 1 month ago
Insurance Training and Knowledge Lead - THREE
biBerk Business Insurance simplifies commercial insurance for small businesses, and they are seeking an Insurance Training and Knowledge Lead to ensure teams consistently apply underwriting, sales, and servicing standards. This role involves cross-functional collaboration to standardize knowledge and improve performance through training and documentation.
Auto InsuranceCommercial InsuranceInsuranceProperty Insurance
Responsibilities
Develop and maintain a quality assurance framework that defines consistent standards for underwriting, sales, and service accuracy regarding THREE’s coverage
Partner with departmental QA resources to align evaluation criteria, scoring rubrics, and feedback methods across teams
Track and report recurring errors, root causes, and trends to inform targeted training and process improvements
Translate defined business processes and coverage details into clear, actionable training materials
Design and implement training programs that reinforce QA findings, procedural standards, and compliance expectations
Create self-paced or AI-assisted training modules to make learning scalable and repeatable
Deliver live or virtual sessions where interaction and reinforcement are needed
Measurably reduce errors and improve consistency in how externally facing teams understand and communicate THREE’s insurance offering
Act as the single point of truth (content and documentation accuracy) for questions related to product coverage, underwriting eligibility, process, and compliance
Maintain and update documentation within Wiki to ensure information is current, consistent, and accessible
Resolve discrepancies across departmental documents and ensure alignment with approved procedures
Collaborate cross-functionally to align QA and training initiatives with company goals
Use QA and training insights to recommend process improvements (while leaving formal process design to departmental owners)
Support change management and internal communications when new processes, systems, or standards are introduced
Establish a unified QA and training framework across Sales, Service, and Underwriting
Eliminate conflicting sources of truth by centralizing product and process knowledge
Deliver targeted training and QA initiatives that measurably reduce errors and improve consistency
Launch at least one AI- or system-led learning module to reduce manual training burden
Build lasting relationships with departmental QA leads and process owners to sustain the framework long-term
Qualification
Required
Experience in commercial insurance operations, underwriting, or quality assurance
Proficiency with knowledge and learning tools
Excellent written and verbal communication skills
Demonstrated experience in training delivery and/or training/QA program development
Bachelor's degree in Business, Communications, or related field (or equivalent insurance industry experience)
Preferred
Insurance designations (CPCU, AU, ARM, CIC) a plus
Benefits
Medical (PPO/HDHP), vision, disability, and life insurance.
Enhanced dental plan with orthodontia coverage in addition to a standard plan.
Generous PTO plan for all benefit-time eligible employees.
Paid company holidays and 4 floating holidays.
Paid parental leave.
Employee Retirement Savings Plan/401(k) with company match and immediate vesting.
Education Assistance Program that offers 100% upfront tuition reimbursement after 6 months of service for approved degree programs.
Service Recognition Program that provides a monetary award to be used toward a vacation every 5 years of employment.
Wellness Initiatives that include Fitness Center and Weight Watchers Reimbursement programs.
Voluntary benefits that include accident, critical illness, and hospital indemnity.
Employee discount and rewards program on travel, tickets, electronics, home, and more.
Company
biBerk Business Insurance
biBerk helps small-business owners find the right insurance policies for their needs without extra costs and hassles.
Funding
Current Stage
Growth StageLeadership Team
Recent News
biBERK Business Insurance
2025-08-18
2025-07-22
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