"Alerted.org

Are you proficient in Vertafore products? Do you thrive when training others?

Your Role...

Helix, a ReSource Pro company, is seeking a Trainer- Insurance Agency Management Systems to create, implement, and conduct training for our insurance customers. This role requires an individual who is self-motivated to coordinate and drive results, and who can partner with service teams, sales teams, and business leaders.

All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.

After 3 months you will...

+ Liaise with our customers to understand their organization standards and expectations

+ Design, plan, document, organize and conduct customized Sagitta and Vertafore agency management system training for new hires and existing employees for Helix customers

+ Build custom curriculum from scratch, leveraging deep understanding of insurance agency management systems as well as instructional design and adult learning methodologies

+  Create learning materials and assets such as live training courses, videos, guides, and other materials. Revise and keep up to date in accordance with systems changes

+ Deliver training using various learning models including virtual sessions and written instructions for both individuals and groups

+ Stay up to date on best practices in training, adult learning methodologies, and agency management systems

+ Stay current on system updates and new features to ensure effective training delivery.

+ Continuously evaluate and improve training programs and materials to ensure they are up to date and effective

What you need to be successful...

+ Bachelor's degree in Business, Risk Management, or related field or equivalent experience

+ 7-10+ years of experience as a user and trainer with Vertafore products

+ Proficiency in Vertafore and other Insurance Agency Management systems such as  AMS360, BenefitPoint, Sagitta, Applied Epic, HawkSoft, EzLynx, TAM

+ Ability to understand and train others on proper usage of agency management systems

+ Understanding of instructional design and adult learning methodologies

+ Strong communication and presentation skills

Your Compensation...

Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position. The salary range for this role for most locations is $53,779- $91,291 annually. The salary range could be lower or higher based on the specific geographic location in which the candidate resides.

Your Interview Process...

To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via Zoom.

The standard interview process includes:

+ Behavioral Interview with Talent Acquisition

+ Online talent assessment

+ Hiring Manager Interview

*Additional interview steps may be added depending on the position or if further evaluation is needed.

Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.

Your Benefits & Perks...

+ 100% paid employee health insurance available on Day 1

+ Eligible for all medical, dental, and vision benefits on Day 1

+ Remote positions are Internet stipend-eligible

+ 401k with employer match, vested on Day 1

+ HSA/FSA available

+ Long Term and short-term disability employer-provided

+ Generous PTO plan with paid holidays + floating holidays

+ Development and growth opportunities

+ Comprehensive wellness program and prioritization of employee health

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability. With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in the US.

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Powered by JazzHR