Insurance Personal Lines Trainer

Firefly helps insurance agents get appointed with lots of independent insurance carriers without production requirements so they can win, retain more customers, and grow their business.

These agents need thorough training to succeed. After their initial onboarding process, they need ongoing help and support. This job is to train new agents and guide, mentor, or assist existing agents.

We have more than 240 branches in 34 states which helps you find variety in your daily work. We're also small enough that you can make a meaningful difference to these agents and the company. How will you do it?

We are looking for someone to join our team to be a Personal Lines Trainer to put agents in the best position to build successful insurance agencies.

Please note:

If you get this job, you’ll do your daily work from home. However, Firefly holds three required in-person meetings each year in Columbus, Ohio. We know from experience that proximity to Columbus matters. That’s why we’re looking for candidates who live in one of these states:

• Ohio
• West Virginia
• Georgia
• Indiana
• Illinois
• Kentucky
• Pennsylvania
• North Carolina
• Tennessee
• Michigan

You will work from your home using:

• A software phone, email, task management tools, electronic documents, and a variety of online tools.All are provided by Firefly.
• Additionally, Firefly provides a company laptop, multi-monitors, headset, wireless keyboard, and mouse.
• Therefore, this position requires you to have a very high comfort level working in a paperless environment.

The work that you do will fall into several general categories:

Training:

• Training new agents on carrier appetites and websites (includes teaching both quoting and servicing policies)
• Teaching them what to say during the quoting process, to increase their chances of winning the customer’s business.
• Sharing insights on how to help agents find the best value for their customers by making the most of bundle, multi-auto, telematics, and other discounts.
• Training new and existing agents to make the most of Firefly’s systems and EZLynx features including:
  • Comparative Rater
  • Sales Center
  • Retention Center
  • Automation Center
  • Communication Center
  • LastPass
  • Firefly Agent Portal
• Emailing insightful updates to agents about changes, incentives, or initiatives that will help them with their carriers.
• Helping to keep agent-facing content (agent portal, learning management system) relevant and up to date.

Agency Success:

• Helping agents set and reach goals
  • You’ll help them reach goals by encouraging them through check-ins and follow‑up.
  • You may also host or participate in calls with multiple agents to facilitate conversations about what’s working.
• Help agents grow books of business that are profitable for each insurance company they write with.
• Help ensure that agents are following Firefly processes
  • Coaching related to retention docs
  • EZLynx coaching
    • Making notes
    • Using it for quoting – and solving errors or problems an agent is having with the system.
  • Sometimes you will work with agents who are not quoting enough with a specific carrier
    • You’ll work with them and the carrier to determine if they should keep that carrier appointment.
  • Help identify agents who should be invited to get a new carrier that enters a state.
  • Do an excellent job with documentation to help keep track of Agency Health and identify who can add non-res states and team members.
  • You’ll assist with coaching and or correction of agent behavior as directed by your supervisor
    • This is not a primary responsibility for you. It will be delegated from time to time depending on the capacity and needs of the department.

Our culture defines the way we act with each other and our customers. Firefly’s values include

• Transparency
• Doing what's right-always
• Teamwork
• Empathy and caring
• Stretching for amazing

You’re a good fit for this position if you are:

• Organized, responsive, persistent at following‑up, punctual, and comfortable with multi‑tasking.
• A great communicator and feel comfortable explaining and standing behind our processes even when an agent may resist them from time to time.
• Levelheaded and can respond to frustration in an assertive but empathetic way.
• Energetic and enjoy the idea of helping agents achieve their goals and sometimes surpass their expectations.
• A problem solver who enjoys working with a team to find great solutions to agent challenges.
• Change‑resilient and able to quickly adapt to evolving priorities, new responsibilities, and changing business needs while maintaining a positive, solution‑oriented mindset.
• Excited to improve existing processes and the status quo.
• Excited to experiment with AI to help manage and create workflows.

At Firefly we use technology to do almost everything. All our documents are managed electronically. We use Microsoft Office 365 programs extensively, specifically Outlook, OneNote, To‑Do, and Excel.

• We’ll restate what we said above: *This position requires you to have a very high comfort level working in an electronic, paperless environment and interacting with customers on the phone.*
• If you have experience with software like EZLynx Retention Center or CRMs that create automated workflows, and you love using technology,

However, you would not be a good fit if you don’t like (or are not good at) working with people, multi‑tasking, problem solving, or if it hurts your feelings when your ideas do not always get adopted or get changed during brainstorming.

Finally, we value teamwork and we’re looking for someone who is a team player. You’ll fit in here if you’re humble, hungry to get things done, and have good people skills (you should be tactful and personable, but not too chatty). We have a collaborative culture fueled by a shared drive to challenge ideas, elevate one another, and continually raise the bar. If you can give and receive honest feedback and you enjoy setting and achieving goals, then Firefly might be the right place for you.

Must Haves:

• High comfort level with Microsoft Office365 programs
• Experience and proficiency using an insurance agency management system, preferably EZLynx
• Experience creating or following repeatable processes, or workflows, for recurring service situations

It Helps a Lot to Have:

• Experience working with multiple independent carriers
• Experience with the EZLynx comparative rater and Management System
• Experience using ZOHO CRM

About Firefly Insurance Agency:

We’re a mid‑sized insurance agency that writes a lot of personal lines business and a fair amount of commercial insurance. We have been around since 2005 and have grown significantly every year. We take our business and goals (but NOT ???) too seriously. We love working hard, and we have fun doing it!

Additional position details:

Job Type: Full‑time

Pay will be based on your skills and experience-

• $32.52 to $34.52 per hour
• $67, 641.60 to $71, 801.60 per year

Benefits:

• 15 days (120 hrs.) PTO available upon hire date
• 401(k) with Employer match up to 4%, available immediately
• Health/Dental/Vision Insurance
• Short‑Term Disability, AD&D and Life Insurance
• Paid Maternity leave
• Paid Parental Leave