• System Training & Workflow Specialist

    Job ID
    # of Openings
    Field Operations
    US-FL-Lake Mary
  • Overview


    Works with the Operations Manager and Conversion Team during conversions to assist in the training of the agency staff on the management system.  


    Essential Duties and Responsibilities include the following. Other duties may be assigned.


    • Assist in development and maintenance of 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.
    • Assist in the creation of additional training materials, handouts, etc. as needed.
    • Assist in coordinating all training prior to conversion “go live” with the agency.
    • Assist with configuration changes to the agency management system.
    • Demonstrates proficient knowledge in the area of Reports, Microsoft Word and Microsoft Excel.  Acts as a resource to management, production and service staff when report needs arise.
    • Proficient with Agency Management System software specifically Applied Epic and AMS360
    • Demonstrates proficient working knowledge of day to day insurance business processes/workflows. Ability to relate the business processes to system workflows.
    • Ability to effectively speak in front of groups in person and via conference call/web ex and lead the flow.
    • Assist in the development and maintenance of new/improved 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 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.
    • Assist in coordinating a 90-day post conversion optimization meeting with the agency to discover any issues or concerns.
    • Operations team administrative items, as needed.


    Travel Requirements

    Travel may be required to branch locations for initial and ongoing training where WebEx is not an option.  Potential could be up to 50% with this position.



    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                                                  

    Minimum of 5 years insurance retail agency experience; Proficient in day to day Insurance business and workflow processes; 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 must have a minimum of 5 years Applied Epic Agency Management System software experience, AMS360 is preferred but not required; Internet software; Spreadsheet software and Word Processing software; Microsoft Visio


    Certificates, Licenses, Registrations

    Valid Property and Casualty Insurance License, Six Sigma certification a plus


    Physical Demands

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include distance vision, peripheral vision and ability to adjust focus.


    Work Environment

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed