Insurance Business Applications Trainer

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

 

WORK LOCATION: Hybrid - 3 days a week at an EPIC office

 

JOB OVERVIEW:

We are seeking a dynamic and experienced Insurance Business Applications Trainer to lead training initiatives across our core insurance platforms—Sagitta, ImageRight, BenefitPoint, and Nexsure. This role is responsible for designing, developing, and delivering engaging training programs for internal teams, ensuring successful adoption and optimal use of business applications.

 

WHAT YOU’LL DO: 

A detailed list of job duties includes (but is not limited to):

• Design and deliver training (virtual and in-person) for new hires and existing staff on Sagitta, ImageRight, BenefitPoint, and Nexsure.
• Develop interactive training content, including manuals, e-learning modules, videos, and quick-reference guides.
• Apply adult learning principles to ensure effective knowledge transfer and retention.
• Conduct needs assessments to identify skill gaps and customize training accordingly.
• Collaborate with SMEs and department leads to ensure training aligns with business processes.
• Maintain and update training materials to reflect system upgrades and process changes.
• Provide ongoing support and coaching to users with varying technical proficiency.
• Track training effectiveness through feedback, assessments, and performance metrics.
• Assist with onboarding processes and contribute to the development of a learning culture.

 

WHAT YOU’LL BRING:

• Proven experience training users on Sagitta, ImageRight, BenefitPoint, and Nexsure preferred.
• Strong background in content creation using tools like Articulate, Camtasia, or Adobe Captivate.
• Excellent communication and presentation skills.
• Ability to simplify complex systems for non-technical audiences.
• Strong organizational and project management skills.
• REQUIRED: Familiarity with insurance agency workflows and terminology.
• Bachelor’s degree in Education, Communications, Information Systems, or related field preferred

 

COMPENSATION: 

The national average salary for this role is $80,000 - $95,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

 

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional empl