Training & Onboarding Manager - Client Services Team

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!

 

JOB OVERVIEW:

This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! The team works hard & plays hard; their teamwork & culture is a huge part of their success. Their specialty is supporting clients in the commercial construction, infrastructure, & oil & gas industries. This is an exciting opportunity to join a driven, energetic, fun team!

The Training & Onboarding Manager - Client Services Team's (Senior Manager of Team Development / CSC's) responsibilities include the following areas: training and onboarding of the Insurance Client Service Coordinator and intern teams and providing day-to-day support to our Property & Casualty team and our clients. This includes developing and maintaining onboarding and educational training programs for the intern and Client Service Coordinator team members as well as assisting clients with various online service platforms and acting as an internal accountability partner for EPIC’s value-added services.

A successful candidate will embody the highest standards of leadership and professionalism. The ideal candidate will bring a unique blend of discernment and empowerment, enabling their team to excel while making well-informed decisions. This is an opportunity for a dynamic leader who thrives on collaboration, values accountability, and is committed to excellence.

The individual in this role must be a clear communicator who will precisely articulate goals and expectations, ensuring alignment across all stakeholders. Above all, they will inspire their team to achieve greatness while maintaining a supportive and inclusive environment.

 

LOCATION: In-Office - Birmingham, AL

 

WHAT WE’RE LOOKING FOR:

• Candidates experienced in and with proven success of creating and overseeing employee recruiting, onboarding, training & development plans, specific to the business. This is not an HR department learning & development position; this is a role within the business unit who will train & develop junior team members.
• Preferred but not required: Current insurance industry experience.
• Preferred but not required: Experience training & onboarding new college graduates, or junior-level employees.
• Dynamic, proven leaders who thrive on collaboration, valuing accountability, and being committed to excellence.
• Candidates with strong, professional communication skills and relationship-building skills – both written and verbal. 
• Positive and outgoing disposition, eager to work as a team but also functions well working independently.

 

WHAT YOU’LL DO:

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

• Assists in the renewal, external marketing, loss analysis, and ongoing service to clients; prepares RFPs and client presentations as well as other deliverables.
• Supports the education and development of team members and interns through training, coaching, and mentorship.
• Builds strong relationships, navigate challenges effectively, and supports the growth and development of each team member.
• Remains objective, even-tempered, and poised under pressure to create a steadying influence for the team. By exemplifying our core values, inspires others to do the same, fostering a culture of integrity and collaboration.
• Onboards new team members including initial training