Insurance Trainer

# Insurance Trainer

> Remote Raven · Philippines (Remote) · — · Posted 2025-11-11

**Workplace:** remote

## Description

**About the Role:**

We are seeking an experienced **Insurance Specialist** with strong knowledge of the **US insurance industry**—specifically in **personal and/or commercial lines**—to join our growing team. The ideal candidate has hands-on experience with **Applied Epic (Epic)** and a solid understanding of agency workflows, from policy administration to client servicing.

If you already have **training or mentorship experience**, that’s a huge plus. If not, we’ll provide the training needed for you to grow into a **Trainer/Process Expert** within our organization.

This is a great opportunity for someone who’s highly detail-oriented, tech-savvy, and passionate about process improvement and client service in the insurance field.

**Key Responsibilities**

• Manage day-to-day insurance operations in **Applied Epic**, including data entry, renewals, policy issuance, and client updates.
• Support both **Personal Lines and Commercial Lines** insurance workflows.
• Ensure data accuracy across all client and policy records.
• Communicate with underwriters, agents, and clients to ensure timely processing and issue resolution.
• Create, update, and maintain process documentation and training materials.
• Collaborate with the leadership team to streamline agency operations.
• (If Trainer role): Conduct internal training sessions on Epic, insurance workflows, and best practices for new hires or client teams.

**Qualifications**

• **2+ years of experience** in the **US insurance industry** (personal or commercial lines).
• Strong working knowledge of **Applied Epic** (required).
• Experience with agency management systems, policy administration, and insurance documentation.
• Excellent communication and written English skills.
• Strong organizational skills and attention to detail.
• Ability to multitask and prioritize in a fast-paced environment.
• Tech-savvy and comfortable with remote collaboration tools (Teams, Slack, etc.).
• Training or coaching experience (preferred, but not required).

**Preferred Skills**

• Prior experience in insurance operations, policy servicing, or account management.
• Experience developing training materials or standard operating procedures.
• Familiarity with other AMS platforms (HawkSoft, Vertafore, EZLynx, etc.) is a plus.

This is a full time role
$6-7/hr
100% Remote Job
## Apply
[Apply at Remote Raven](https://apply.workable.com/remote-raven/j/169C765CEC/apply)
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