Company
Insurance
CommercialLinesFieldTrainer
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Commercial Lines Field Trainer. Skills: Field training, Sales enablement, Agency operations. Lead onboarding and training programs for agency operations. Equip field leaders with structured coaching frameworks”
What You'll Achieve.
Rapid readiness for field performance; Improve performance and sales outcomes; Support continuous skill enhancement; Impact agency performance; Impact sales effectiveness; Impact customer outcomes
Industry & Context.
Analytical skills; Problem-solving skills
Travel up to 50%
What They're Looking For.
Must Have
Bachelor's degree in Business, Insurance, Education, or related field, or equivalent professional experience, 5+ years of experience in property & casualty (P&C) insurance, sales, field leadership, training, or enablement roles, Proven experience in coaching, training, or developing field-based teams to improve performance and sales outcomes, Understanding of insurance sales processes, agency operations, and customer experience best practices, Excellent communication, presentation, and interpersonal skills, Ability to influence and engage stakeholders at all levels, Analytical and problem-solving skills, Ability to assess performance gaps and recommend solutions, Ability to design or deliver structured training programs and learning content, High level of organization, adaptability, and ability to manage multiple priorities, Willingness and ability to travel up to 50% of the time
Nice to Have
Experience in commercial lines insurance environments
What You'll Do.
Lead onboarding and training programs for agency operations
Equip field leaders with structured coaching frameworks
Equip field leaders with sales methodologies
Equip field leaders with performance improvement tools
Conduct field visits and agency ride-alongs
Conduct performance observations
Assess execution and provide feedback
Partner with agency leaders to identify capability gaps
Develop individualized development plans
Support continuous skill enhancement
Design training materials
Update training materials
Maintain training materials
Design digital learning resources
Update digital learning resources
Maintain digital learning resources
Collaborate with cross-functional stakeholders
Ensure training content reflects regulatory updates
Ensure training content reflects operational needs
Ensure training content reflects sales strategies
Evaluate training effectiveness using performance metrics
Evaluate training effectiveness using feedback
Evaluate training effectiveness using business outcomes
Recommend improvements to training effectiveness
Support ongoing development of high-performing associates
Support progression of high-performing associates
Analyze agency performance trends
Provide insights to leadership for capability-building strategies
Conduct regular reviews of industry best practices
Incorporate relevant updates into training programs
Incorporate relevant updates into training materials
How You'll Work.
Team & Collaboration
Cross-functional stakeholders; Agency leaders
Communication Scope
Presentation skills; Interpersonal skills
Full Job Description
## Accountabilities Lead onboarding and training programs for agency operations managers, ensuring strong foundational knowledge and rapid readiness for field performance. Serve as a primary coach and strategic advisor, equipping field leaders with structured coaching frameworks, sales methodologies, and performance improvement tools. Conduct field visits, agency ride-alongs, and performance observations to assess execution, provide feedback, and model best practices. Partner with agency leaders to identify capability gaps, develop individualized development plans, and support continuous skill enhancement. Design, update, and maintain training materials, curricula, job aids, and digital learning resources aligned with business and product changes. Collaborate with cross-functional stakeholders to ensure training content reflects regulatory updates, operational needs, and sales strategies. Evaluate training effectiveness using performance metrics, feedback, and business outcomes, and recommend improvements as needed. Support ongoing development and progression of high-performing associates, including readiness for advanced leadership roles. Analyze agency performance trends and provide insights to leadership to support capability-building strategies. Conduct regular reviews of industry best practices and incorporate relevant updates into training programs and materials. Requirements Bachelor’s degree in Business, Insurance, Education, or a related field, or equivalent professional experience. Minimum of 5+ years of experience in property & casualty (P&C) insurance, sales, field leadership, training, or enablement roles. Strong preference for experience in commercial lines insurance environments. Proven experience in coaching, training, or developing field-based teams to improve performance and sales outcomes. Strong understanding of insurance sales processes, agency operations, and customer experience best practices. Excellent communication, presentation, and interpe
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