Systems Training Analyst

Job ID
# of Openings
Information Technology


Job Title: Systems Training Analyst

Department: Operations

Reports To: QC Manager

FLSA Status: Exempt

Job Code: Manager


Summary: Works with the QC Manager and Conversion Team during conversions to ensure all agency staff is adequately trained on the management system as well as ongoing training as needed.


  • Develop and maintain the AssuredPartners Applied and Vertafore Training Program including, but not limited to, training manuals, handouts, recorded training sessions library, monthly training calls.  Front office and Accounting departments are to be included.
  • Coordinate all training prior to conversion “go live” with the agency.
  • Work with the Project Management team to ensure they are aware of all workflows and any changes to them as well as roll out any workflow changes into the training schedule requested by the Project Management team.
  • Demonstrates proficient knowledge in the area of Reports and Microsoft Excel.  Acts as a resource to management, production and service staff when report needs arise.
  • Develop new/improve upon existing AssuredPartners workflows, to ensure the highest level of customer service, efficiency, and automation utilization throughout the Agency.  Educate and train all applicable employees on new or revised workflows when needed.
  • Ability to effectively speak in front of groups in person and via conference call/web ex and lead the flow
  • Ability to think on the fly and know best business practices or able to keep a meeting moving and research unanswered questions later
  • Willing to grow in a position and be eager to be malleable with the various needs and intricacies that may come up with each specific office
  • Coordinate a 90-day post conversion optimization meeting with the agency to discover any issues or concerns.
  • Sales Contest administration items, as needed.
  • Operations team administrative items, as needed.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Education and/or Experience                                                  

Bachelor's degree (B. A.) from four-year college or university and/or Minimum of 3-5 years insurance experience; Insurance Industry Project Management experience preferred with Vendor products.


Language Skills                                                              

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.  Ability to write reports, business correspondence, and procedure manuals.  Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.


Mathematical Skills                                                     

Ability to work with mathematical concepts such as probability and statistical inference.  Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.


Reasoning Ability                                                          

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.


Computer Skills                                                             

To perform this job successfully, an individual should have knowledge of Agency Management System software; Internet software; Spreadsheet software and Word Processing software.


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