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Brightway Insurance · 9 hours ago

Training Lead, Agency Network

Charlotte, NC

Full-time

Onsite

Senior Level

7+ years exp

Brightway Insurance is one of the fastest-growing insurance agency systems in the United States, focusing on customer-centric growth and innovation. The Training Lead, Agency Network, is responsible for delivering high-impact training experiences to enhance brand alignment and develop agency leaders and producers' skills.

Insurance

Responsibilities

Design and deliver blended learning experiences including virtual instructor-led training (VILT), in-person workshops, eLearning, videos, job aids, leader guides, webinars, and coaching sessions

Develop goal-driven learning solutions that translate strategy into practical, field-ready behaviors agents can apply immediately

Facilitate high-impact training on insurance sales, producer effectiveness, systems, leadership, customer service, and agency operations

Coach and enable agency leaders and producers to improve sales outcomes, operational execution, and customer experience

Partner with Agency and Business leaders to assess performance gaps and design targeted learning and enablement solutions

Customize training schedules to minimize business disruption and support unit and franchisee performance goals

Regularly assess learner needs and feedback to continuously improve training content and delivery methods

Utilize the LMS and related technologies to deploy interactive, multi-modal learning and manage content updates, while prioritizing learner adoption and impact over process

Promote peer learning, coaching, and mentorship through open dialogue, surveys and manager feedback

Conduct follow-up assessments and analyze training data, surveys, and KPIs to measure impact and effectiveness

Proactively identify workflow, process, or service improvements that enhance training outcomes, customer satisfaction, and operational efficiency

Maintain accurate and current training documentation, including procedure manuals and departmental learning materials

Collaborate cross-functionally with leaders and stakeholders to align training efforts with company goals and shared objectives

Serve as a learning ambassador, representing Brightway at internal and external events such as conferences and panels

Document training activities and results in internal systems with accuracy and timeliness

Qualification

Training designDeliveryInsurance industry experiencePerformance-based learningMicrosoft Office proficiencyContent developmentCoaching skillsBasic IT troubleshootingVerbal communicationWritten communicationTime managementProblem solving

Required

Highly proficient in Microsoft Office products (Word, Excel, Outlook, One Drive, SharePoint, Teams, PowerPoint)

Proficient in basic IT troubleshooting, system setup, and navigation – and ability to teach to others effectively

Demonstrated experience designing and delivering performance-based learning for experienced professionals, preferably in sales, agency, or franchise environments

Content development experience required

Ability to analyze complex information, synthesize insights, and translate them into clear, actionable learning solutions

Exceptional facilitation and coaching skills in both classroom and virtual settings

Minimum of 7+ years of insurance industry experience, preferably in agency, sales, or operations roles (Commercial experience highly preferred)

Minimum of 7+ years of experience in training, enablement, coaching, or learning leadership, ideally in an agency, franchise, or sales-driven environment

Strong agency and customer-centric mindset with the ability to influence experienced professionals

Executive presence and credibility with senior agency leaders and business partners

Excellent verbal and written communication skills; able to convey complex concepts clearly and concisely

Ability to quickly learn and apply Brightway systems, tools, and processes

High level of independent judgment, decision-making, and accountability

Creative, practical problem solver with a bias toward action and results

Comfortable challenging assumptions and driving behavior change constructively

Excellent time management and prioritization skills; models strong execution for others

Passion for helping others succeed and dedication to lifelong learning