The Commercial Lines Trainer is responsible for developing, delivering, and continuously improving training for Commercial Lines team members to ensure consistent best practices in servicing, maintaining, expanding, and retaining Commercial Lines accounts. This role serves as a subject matter expert for coverages, workflows, and systems, with a strong emphasis on onboarding, EPIC system training, and integration of newly acquired offices.
The Commercial Lines Trainer works closely with Regional Commercial Lines Leadership and cross-functionally with Mergers & Acquisitions, Operations, and other internal partners to ensure seamless integration, adoption of standards, and a high-quality customer experience. We are hiring for one position, but this position can be based out of any of our Ansay locations in Wisconsin.
Train and onboard Commercial Lines Account Managers, Account Executives, and Producers on core responsibilities, workflows, coverage fundamentals, and best practices
Serve as a primary point of contact during onboarding for new hires and newly integrated teams
Design and lead Commercial Lines training programs, including live training sessions, webinars, presentations, and lunch-and-learn events aligned with departmental goals
Provide ongoing coaching, guidance, and feedback through auditing, monitoring, and performance reviews in partnership with department leadership
Support all Commercial Lines acquisitions by leading EPIC system integration, workflow alignment, and training of incoming team members
Actively participate in book consolidations and special projects related to acquisitions and evolving business needs
Collaborate cross-departmentally with Mergers & Acquisitions, Operations, and leadership teams to ensure smooth transitions and consistency across regions
Maintain expert-level knowledge of EPIC Agency Management System capabilities and updates
Train and support both new and existing staff on system enhancements, workflows, and technology adoption
Identify workflow gaps, coverage issues, and training opportunities through hands-on servicing and auditing
Recommend and implement improvements to reduce E&O exposure and enhance efficiency and service quality
Maintain and proactively manage an assigned book of Commercial Lines business in accordance with agency standards
Educate clients on coverage, identify gaps, and recommend solutions to meet business needs
Support account retention through best-in-class service and proactive communication
Cross-sell additional lines of business and collaborate with other departments when appropriate
Stay current on industry trends, carrier changes, products, and regulatory updates
Participate in ongoing training and pursue professional designations to enhance technical expertise
Bachelor’s degree in Business or a related field (or equivalent experience)
Thorough understanding of Commercial Lines insurance products, coverages, and servicing workflows
Active insurance license in accordance with state requirements
At least one professional insurance designation (CISR, CIC, CRM, or similar), or willingness to obtain
Self-starter with strong initiative and a continuous improvement mindset
Excellent communication, presentation, and relationship-building skills
Strong attention to detail and active listening skills
Ability to collaborate effectively across teams and regions
Customer-focused with a commitment to service excellence
Team-oriented with a positive, solution-driven attitude
At Ansay, we believe our people are our greatest advantage. As a growing, employee-focused insurance agency with deep roots in the communities we serve, we are committed to investing in our team members’ success, development, and well-being.
We offer a collaborative and supportive culture where expertise is valued, ideas are welcomed, and continuous improvement is encouraged. With ongoing growth through organic expansion and strategic acquisitions, Ansay provides meaningful opportunities to make an impact, develop professionally, and help shape the future of our organization.
Competitive compensation aligned with experience and performance
Comprehensive benefits package including medical, dental, vision, life, and disability insurance
401(k) retirement plan with company match
Generous paid time off and paid holidays
Opportunities for professional development, training, and insurance designation support
Career growth opportunities within a growing, multi-regional organization
Collaborative, team-oriented culture with leadership support
Technology-forward environment with ongoing system enhancements and training
At Ansay, you’ll be empowered to grow your career while delivering best-in-class service to clients and supporting teammates across the organization.
Ansay
Find your strategic partner for Business Insurance and Employee benefits at Ansay & Associates, one of the nations largest independent insurance providers.
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