Commercial Lines Trainer Job at Swingle Collins & Associates, Dallas, TX

c3UrMnVzRmx0RTlUM252eGlqaWhEdXpzNHc9PQ==
  • Swingle Collins & Associates
  • Dallas, TX

Job Description

About the Company - Successful businesses and individuals come to Swingle Collins for our unsurpassed knowledge of insurance products. Our combination of expertise, resources and market access has resulted in countless industry accolades, including Insurance Journal’s Top 100 P/C Agencies , Insurance Journal’s Best Place to Work in the Southwest Region , Chubb Cornerstone Elite Agency status, Hanover’s President’s Club, IIABA Best Practices, and others.

About the Role - Our new CL Trainer role will be instrumental in producer development. The key responsibilities include systems training and workflow instruction for producers. The CL Trainer will be a resource for producers as they build their insurance expertise and provide ongoing guidance relating to coverages, underwriter relationships, insurance products, best practices, etc. We believe this role will strengthen our team and support our continuous growth and success.

Responsibilities -

System Training:

  • Provide thorough training on Applied EPIC, ensuring producers understand how to navigate the system efficiently for all aspects of their workflow.
  • Assist producers on the use of Salesforce for lead and client management, CoStar for commercial real estate insights, LinkedIn Sales Navigator for networking and prospecting, and ZoomInfo for lead generation. Note: Experience not required for these systems and training will occur as part of the role.

Workflow Instruction:

  • Lead training sessions on both the New Business and Renewal workflows, covering each stage from prospecting and quoting to binding and issuing policies.
  • Teach producers best practices for managing their book of business through the lifecycle of the account.

Insurance Expertise Development:

  • Provide guidance on common and complex coverage questions, helping producers understand policy specifics and nuances across various lines of coverage.
  • Connect producers with underwriters to develop stronger relationships and improve their ability to negotiate terms and tailor coverage solutions for clients.
  • Serve as a resource for all questions related to insurance products, industry trends, and regulatory updates.

Ongoing Support:

  • Act as a mentor and ongoing resource for Commercial Lines Producers as they refine their knowledge of insurance products and system usage.
  • Continuously update training materials to reflect changes in systems, workflows, and industry best practices.
  • Conduct assessments to evaluate the knowledge and skills of CL Producers, identifying areas for further improvement.
  • Foster a positive learning environment that encourages questions, feedback, and continuous improvement.

Qualifications & Requirements -

  • High School Graduate (college degree preferred or work-related experience).
  • Minimum of 5 years working in the P&C insurance industry.
  • Valid P&C insurance license.
  • Strong understanding of commercial insurance coverages and industry practices.
  • Experience with Applied Systems products including EPIC, CSR24, & Indio.
  • Intermediate to advanced proficiency in Microsoft Office.
  • Excellent presentation, communication, and interpersonal skills, both verbal and written.
  • Detail-oriented with exceptional organizational and time management skills.

Benefits package includes -

  • Health insurance : Medical, dental, vision, and prescription drugs
  • Retirement plan : 401(k) with employer matching contributions
  • Paid Time Off : Generous PTO plan along with a Floating Holiday and Birthday Time Off
  • Savings accounts : Including HSA, FSA, and dependent care accounts
  • Paid Parental Leave: 4 weeks of paid leave for the birth, adoption, or foster placement of an employee's child
  • Disability insurance
  • Life insurance

Job Tags

Holiday work,

Similar Jobs

Thuasne USA

Sewing Machine Operator Job at Thuasne USA

Monday Friday, 6:00 AM-2:30 PM General Description This position is responsible for the sewing of products produced on the flatbed and circular knitting machines. Duties/Responsibilities Surges the trim in colored thread and inserts label on all socks ...

Boston IVF

Registered Nurse Job at Boston IVF

 ...day we cherish the bonds we form with our patients. We currently have a full time (40 hour) opening for an Experienced Registered Nurse at the Boston IVF Syracuse New York Facility. The position includes weekends and holiday rotation, based on the needs of the... 

JCW

Loan Officer Job at JCW

 ...JCW is partnering with a Community Bank with locations in Kansas and Nebraska to bring on a new Loan Officer to their team. Key Responsibilities: Loan Portfolio Management: Oversee a diverse portfolio of commercial real estate and agricultural loans, including... 

PiñataFarms AI

TikTok Content Creator Intern - Piñata Farms Job at PiñataFarms AI

 ...weird, viral, or hilarious you come up with This is a paid internship with a base rate and extra cash bonuses for viral hits. Youll...  ...). Details Location: LA-based preferred, but open to remote Start Date: ASAP End Date: End of summer Time... 

Insight Global

Assistant Project Manager Job at Insight Global

 ...experience with water/piping/waste water civil projects - Bluebeam experience, used for...  ...equipment, understand schedules and budgets, assist with change orders, and anticipate scope...  ..., and gravity thickeners. - Plan and manage integration of new structures with existing...