Vertafore BenefitPoint Systems Training Specialist (Remote)

About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Position Overview: The Vertafore BenefitPoint Systems Training Specialist delivers high-quality system and workflow training to support adoption, consistency, and operational excellence across the organization. This role primarily drives ongoing training, reinforcement, and proficiency validation to ensure consistent and effective system usage, while providing support during AMS conversions and system implementations as needed. They ensure employees understand not only how to use the system, but how workflows connect to compliance, documentation quality, and overall performance.

Work Location Arrangements: This is a full-time, fully remote position.

Professional Responsibilities:

• Deliver in-person, virtual, and individualized training for new hires, acquired agency staff, and existing employees.
• Drive ongoing training, reinforcement, and proficiency validation to ensure consistent and effective system usage.
• Provide support during AMS conversions and system implementations as needed.
• Teach full role-based workflows with emphasis on efficiency, documentation quality, compliance standards, and E&O best practices.
• Teach full role-based workflows, emphasizing efficiency, documentation quality, risk mitigation, and E&O best practices
• Develop and maintain training materials including guides, videos, job aids, and structured learning paths
• Assess skill gaps and evaluate training effectiveness through feedback and performance metrics
• Partner with leadership, operations, and system teams to ensure alignment between systems, SOPs, and real-world execution
• Provide post-training support to strengthen adoption and user confidence

Qualifications and Requirements:

• 3+ years of experience working with and training on Vertafore BenefitPoint and related tools such as Employee Navigator and Zywave
• Strong understanding of end-to-end insurance workflows and their impact on accounting, servicing, and compliance
• Experience designing and delivering role-based training curricula for diverse audiences
• Proficiency with LMS platforms (LMS365 preferred) and content delivery tools such as SharePoint
• Excellent communication, organization, and problem-so