Agency Education Specialist jobs in United States
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Capital Insurance Group · 3 weeks ago

Agency Education Specialist

Capital Insurance Group is a leading West Coast Property & Casualty insurer that fosters career growth and community involvement. The Agency Education Specialist is responsible for developing and delivering training programs for independent insurance agents, enhancing their knowledge and skills to drive agency success and profitability.

InsuranceProperty Insurance

Responsibilities

Responsible for building an education program designed to bring seasoned agency producers to the next level
Indoctrinate them to our product offerings from all 3 lines of business
Create relationships dedicated to the services of one another to help achieve goals
Responsible for building a training program of new processes within CIG. Will travel to teach our agencies of these new programs
This position will strive to offer courses that meet accreditation standards and align with state licensing requirements. However, the need may arise to develop non-accredited courses to present a CIG training topic
Build and plan to insert CIG specific key learnings into all training topics and materials
Collaborate with CIG personnel to promote available classes and sessions to agency personnel, ensuring optimal attendance and engagement
Conduct in-person as well as virtual training sessions, traveling to regional locations as needed to deliver educational content
Track and report on attendance, participation, and feedback to ensure the effectiveness and continuous improvement of courses
Develop and deploy a consistent approach for new agency onboarding and CIG introduction
Lead the onboarding training efforts for newly appointed agencies, ensuring they are effectively introduced to company systems, products, and processes
Develop onboarding training materials and resources, such as guides, presentations, and Learning modules
Maintain up-to-date knowledge of both CIG and industry changes and trends, regulatory changes, and licensing requirements to ensure all training programs are relevant and compliant
Support the development and execution of training-related initiatives and projects as required by leadership
Contribute to the creation of reports, training materials, and other documentation as necessary

Qualification

Training program developmentInsurance industry knowledgeProject managementMS Office SuiteCommunication skillsAdult learning engagementOrganizational skillsDetail-oriented

Required

Bachelor's degree or equivalent work experience in a relevant field (e.g., Insurance, Education, or Business)
Minimum of 7 years of experience in the insurance industry, with a minimum of 2 years in a training or instructional role
Knowledge of state licensing requirements, continuing education processes, and insurance industry standards
Proven experience in developing, coordinating, and delivering training programs, particularly within an insurance context
Strong project management skills, with the ability to organize, prioritize, and execute multiple tasks
Strong organizational skills and the ability to manage multiple projects simultaneously, ensuring deadlines and goals are met
Ability to travel regionally as required to deliver in-person training sessions
Strong communication skills, both verbal and written, with the ability to engage and motivate adult learners
Proficiency with MS Office Suite (Word, Excel, PowerPoint) and experience with developing presentations
Able to utilize technology tools, systems, and platforms used in training, including virtual training tools
The ideal candidate is organized, detail-oriented, and has a passion for educating others in a fast-paced, dynamic insurance environment

Benefits

Accrue twenty-one days of Paid Time Off during your first year
Up to eighty-seven percent of benefits covered by CIG for you and your family members
Medical, dental, vision plans
One hundred percent covered plans
Basic Life & AD&D
Employee Assistance
Leave Management
Long Term Disability
Short Term Disability (Outside of CA)
Family Caregiver Support (Homethrive)
Child Care Resources (Tootris)
Business Travel Accident Protection
Voluntary benefit offerings
Short-term (CA only)
Voluntary Life AD&D self, spouse and child plans
Flexible Spending
Health Savings (HSA)
Hospital Indemnity
Accidental Injury
Critical Illness
ARAG Legal Services
Norton LifeLock
Nine paid holidays, plus two floating holidays
Above and Beyond Reward Recognition Program
Kudos & Shout Out Points Program
Quarterly Above and Beyond Bonus Program
Annual Above and Beyond Bonus Program
Competitive compensation
Base compensation
Salary Management Spot Bonuses
Annual Incentive/Profit sharing program, potential payout annually based on company results.
Discount partnerships
Gym memberships, credit union, travel, shopping, restaurants, theme parks, and more
Insurance Educational reimbursement and bonus programs
Employee Referral Bonus Program
Home and Auto Insurance Discount Program.
Paid Volunteer Time – Through company planned community events and choose your own adventure PVT in giving back in ways that are meaningful to you!
Retirement savings benefit (401k and Roth + match)
Health & Financial Wellness
Wellness platform, tools and events
Health Savings Account – match
Financial Wellness Resources

Company

Capital Insurance Group

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Capital Insurance Group operates as a regional property and casualty insurer.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2019-02-19Acquired

Leadership Team

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Andrew Doll
President and CEO
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Kevin Okelberry
Vice President-Chief Underwriting Officer
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Company data provided by crunchbase