Insurance Software Trainer

June 19, 2026
Application ends: September 17, 2026

Job Description

REQUIREMENTS

  • Experience in an insurance-related field required (independent agency, carrier, MGA, or insurance software/vendor).
  • Experience training, coaching or onboarding.
  • This is not an entry-level position.
  • Comfortable conducting live virtual training sessions with camera on.
  • Ability to learn and teach software applications effectively.
  • Strong organizational and time-management skills.
  • Ability to work independently in a remote environment.
  • Full background check required.

RESPONSIBILTIES

  • You must learn our client’s products inside and out.
  • Conduct live virtual training sessions for insurance agency staff using Zoom (camera on).
  • Guide new customers through software onboarding, implementation, and adoption.
  • Build and maintain strong relationships with new and existing customers.
  • Follow up with customers after implementation to ensure successful adoption and continued success.
  • Reporting suggestions and defects to the development team.
  • Record training videos, feature demonstrations, and content for our online learning platform.
  • Test new software features and enhancements and provide feedback to the Development team.
  • Participate in team meetings and collaborate with management to review goals, performance, and customer outcomes.
  • Occasional work outside of normal hours.

Are you interested in this position?


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