USI Insurance Services · 10 hours ago
Corp National PR Training Specialist
United States
Full-time
Remote
Entry, Mid Level
$65K/yr - $75K/yr
2+ years expUSI Insurance Services is seeking a Corp National PR Training Specialist to support their Personal Risk Services team. The role involves developing and presenting training materials, facilitating webinars, and maintaining training resources to ensure effective training delivery across the organization.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Will function as part of the National Personal Risk Services - Sales and Operations team in support of growth and retention objectives of the USI Personal Risk Services Practice
Develop and present various training documents (PowerPoint Presentations, Brainsharks, etc.) and tools (e.g. user guides, recorded presentations, training deck) in support of all Personal Risk Services systems, procedures and general educational efforts
Develop and facilitate annual training calendar for Personal Risk Services to include regularly scheduled webinars
Design and develop document repository for Sales and Service related documents on USI's internal SharePoint sites. Maintain and monitor submissions made by others to the sites
Develop new and creative ways to deliver quality training to all employees
Act as scribe for various project meetings; prepare notes, document take-aways, prepare process documents and create tracking plans
Deliver webinar based training as well as on-site hands on training as needed
Facilitate and communicate with subject matter experts (SME) for areas of training where required to produce the assigned tools, documents and webinars
Communicate with SME and Managers to develop Train-the-Trainer processes
Participate on project teams in support of needed training efforts
Maintain updated training materials on the USI Intranet for employee reference
Manage and present training at a regional, operating company or acquisition level as assigned
Occasional travel to other USI offices will be required
Qualification
Required
2-4 years of experience supporting company training initiatives
Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy
Sets priorities and manages workflow to ensure efficient, timely and accurate production of tools and materials
Able to quickly assess and learn organizational roles, responsibilities and process flows
Maintain an effective relationship with internal clients, team members and vendors
Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company
Must portray strong trainer leadership skills -- addressing the audience, describing nature of training, goals, step by step instructions and recap
Proven experience gathering data from multiple sources to format training materials in PowerPoint decks, Brainsharks and technical documents
BA/BA degree or equivalent experience
Demonstrated expertise with MS Office Suite and Adobe products
Ability to effectively communicate orally and in writing to explain complex issues, receives and interprets complex information, and responds appropriately and interprets abstract information
Must have strong interpersonal skills
Must have strong organizational and time management skills
Ability to carry out complex tasks with many concrete and abstract variables
Must be comfortable with internet based programs like SharePoint, Google, etc
Must have excellent business writing or technical documentation skills
Must have the ability to travel to various USI offices as required
Preferred
Previous personal lines insurance agency experience with direct client contact
Experience with Vertafore product suite preferred (Sagitta/Worksmart)
Experience with Microsoft CRM and Sharepoint
Previous experience coordinating training sessions and setting up training functions
Benefits
Medical
Wellness
Dental
Vision
401(k)
Flexible spending
Health savings accounts
Short and long-term disability
Life insurance
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.
10001+ employees
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
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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