Job Description

Helix, a ReSource Pro company, is seeking a Trainer- Insurance Agency Management Systems to create, implement, and conduct training for our insurance customers. This role requires an individual who is self-motivated to coordinate and drive results, partnering with service teams, sales teams, and business leaders.

This is a remote position with minimal travel that can be based anywhere in the continental United States.

You will...

• Liaise with our customers to understand their organization standards and expectations.
• Design, plan, document, organize and conduct customized Sagitta and Vertafore agency management system training for new hires and existing employees for Helix customers.
• Build custom curriculum from scratch, leveraging deep understanding of insurance agency management systems as well as instructional design and adult learning methodologies. Create learning materials and assets such as live training courses, videos, guides, and other materials. Revise and keep up to date in accordance with systems changes.
• Deliver training using various learning models including virtual sessions and written instructions for both individuals and groups. 
• Stay up to date on best practices in training, adult learning methodologies, and agency management systems.
• Stay current on system updates and new features to ensure effective training delivery.
• Continuously evaluate and improve training programs and materials to ensure they are up to date and effective.
  
   

To be successful you need...

• 7-10+ years of experience as a user and trainer with Vertafore products
• Proficiency in Vertafore and other Insurance Agency Management systems such as  AMS360, BenefitPoint, Sagitta, Applied Epic, HawkSoft, EzLynx, TAM
• Ability to understand and train others on proper usage of agency management systems.
• Understanding of instructional design and adult learning methodologies.
• Strong communication and presentation skills
  
   

Your Compensation
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position. The salary range for this role for most locations is $52,010- $88,289. The salary range could be lower or higher based on the specific geographic location in which the candidate resides.

Your Benefits & Perks

• Eligible for all medical, dental, and vision benefits on Day 1
• 401k with employer match, vested on Day 1
• Generous PTO plan with paid holidays + floating holidays
• Development and Growth opportunities
• Opportunity to contribute to the future of a growing, global organization 

About Helix:
Helix Agency Services is a specialized provider of managed and professional services for independent insurance agencies and the broker marketplace. Helix improves Agency Experiences — AX — through enhanced business system strategy, execution, and support. We serve as a bridge between our customers and their vendor partners.

Our team has built careers working at all levels of insurance organizations. We see the big picture that eludes many consultants and systems integrators. And that’s why we’re better able to better help our customers improve processes, optimize technologies, while saving time and money.

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability. With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in the US. 

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Tags

Holiday work, Full time, Local area, Remote job,

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