Insurance Account Manager Trainer
Remote · Lindon, Utah, United States
Job Summary
Lead learning and development programs for client service teams across platforms; design and implement role-based onboarding programs for Client Managers and Client Advocates; partner with platform operations leaders to assess learning needs and tailor training strategies; oversee training delivery for AMS360 and other systems; develop job aids, SOPs, and knowledge checks; manage the Client Experience Hub in SharePoint and coordinate training through the LMS; build relationships with platform leaders and project teams; deliver engaging learning experiences via instructor-led, virtual, and eLearning formats; identify learning gaps through surveys and feedback; travel up to 30% to support onboarding and training initiatives across offices.
Required Qualifications
- Strong experience with AMS360 and other insurance systems
- 2+ years of experience in insurance account management (licensed preferred)
- 2+ years of experience facilitating training for large groups (in-person and virtual)
- Strong knowledge of adult learning principles and instructional design
- Proficiency with Microsoft 365 and ability to learn new systems
- Ability to travel up to 30%
- Bachelor’s degree or equivalent experience in learning, insurance, or a related field
- CPLP, CPDT, or APTD certification (preferred)
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