Trainer | Commercial Lines

Job Description

Job Description

The Commercial Lines New Hire Trainer plays a pivotal role in how Oakbridge onboards new Commercial Lines talent, owning the new hire journey from pre-training preparation through certification and early live support. The role also extends beyond individual new hires to support newly acquired partner agencies, traveling on-site to train incoming teams on Epic and CL workflows as part of Oakbridge's Go-Live process. Sitting within Learning & Development, this individual standardizes workflows across a fast-growing agency, teaching Epic navigation and CL processes as a single skill set rather than two separate subjects.

• Confirm Epic access, setup and configuration ahead of the new hire’s start date
• Review the new hire’s background and prior experience to prepare tailored materials
• Coordinate scheduling and logistics with the Regional Director of Operations or Team Lead

• Teach Epic navigation and standardized Commercial Lines workflows together, covering the full policy lifecycle: New Business, Endorsements/Change Requests, Renewals, Audits, Cancellations & Reinstatements, Claims, and Certificates of Insurance
• Provide related system and report training as part of the curriculum

• Observe and correct in real time as new hires work through core transactions
• Validate independent execution of key workflows before go-live
• Flag knowledge gaps early, before the new hire is live in the system

• Remain available to the new hire and their Team Lead during the transition to independent work
• Resolve process questions as they surface in real time

• Complete the Trainer Certification Handoff and document outcomes
• Hand off ongoing coaching to the receiving manager

• Assist with New Partner Go-Live dates (travel required)
• Maintain and update CL training materials, including the Trainer Playbook, Training Checklist, and workflow cheat sheets, as Epic configuration or service standards evolve
• Route recurring questions, errors, or gaps observed in training back into workflow documentation and the training team
• Partner with IT/Systems on Epic access, activity setup, and configuration issues affecting new hires
• Adjust training pace and content for experienced CL hires versus those new to insurance

• Demonstrated proficiency in Applied Epic, including navigation, activity management, and troubleshooting common errors
• Working knowledge of Commercial Lines workflows - sequencing, decision points, and upstream/downstream impacts across the policy lifecycle, including audit and certificate processes
• Comfortable teaching one-on-one and in small groups, using hands-on, scenario-based instruction as well as virtual sessions via Teams
• Strong attention to detail and documentation habits; this role serves as a primary source of truth for how CL work gets done

Preferred Education & Experience

• Prior experience in a Commercial Lines Account Manager or Team Lead role
• Prior training, mentoring, or onboarding experience a plus, though not required

Success Measures

• High first-attempt pass rates on Epic proficiency assessments and workflow knowledge checks
• Consistent, on-time completion of Training Checklists
• Handoff meetings and documentation finished on schedule, with manager sign-off, every time
• Low rate of post-handoff escalations tied to Epic or workflow gaps (versus carrier, risk, or product gaps, which sit with the receiving manager)

Deeply Rooted to Serve

Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

For more information visit our website:

Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance

#ZR

Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

Company Description

Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.\r\n\r\nFor over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.\r\n\r\nOur most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.\r\n\r\nOakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.\r\n\r\nThis policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.