Training And Development Specialist

Job Description

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Job Summary:

Acrisure is seeking a Training & Development Specialist to join Acrisure's East Division. The primary responsibility of this role is to manage comprehensive training programs for new employees and established team members alike. This includes guiding employees through a structured learning and development journey that supports their entire career lifecycle at the agency, whether they are on the sales or service teams. The T&D Specialist will coordinate training and education on a wide range of critical industry topics, workflows, and procedures, including proposals, loss summaries, summaries of insurance, policy checking, change requests, audit reviews, certificates of insurance, evidence of property, ID cards, and marketing submissions.

Responsibilities:

• Facilitate comprehensive onboarding for all new employees, including:

• Walkthrough of the Epic Welcome Kit and introductory Epic training with review of all applicable workflows

• Guidance on Outlook signature, Webex voicemail setup, and Teams overview (including East Division background links)

• Instruction on fax procedures and navigation of the Division SharePoint page, including workflows and job aids

• Overview of M365 and Adobe training sites

• Registration for Total CSR for those new to the industry

• Sharing of Workday trainings (e.g., PrBr Commission Types, Applied Pay)

• Review of all applicable reports, including Month-End reports located on SharePoint

• Overview of the SWARM process

• Conduct refresher training for existing employees upon team lead or manager request.

• Serve as a resource for all Division employees, assisting with workflow, process, and resource-related questions

• Support leadership by guiding employees through cleanup projects and operational initiatives

• Assist with tracking training completion and maintaining accurate training documentation

• Participate in onboarding meetings and scheduled training sessions as assigned by leadership

• Provide administrative and logistical support for employee training and development activities

• Shadow new employees during their first year to ensure hands-on training and understanding of workflows

• Participate in regular meetings with managers and team leads to identify employees ready for advancement opportunities

• Coordinate targeted training and support for employees preparing for career progression or specialized roles

• Schedule and facilitate ongoing training sessions-virtual, in-person, or hybrid-covering industry fundamentals, systems, and role-specific skills

• Communicate available continuing education (CE) opportunities, certifications, and industry seminars to support employee growth and compliance

• Collaborate with operations, placement and sales leaders to identify training needs and ensure alignment with business objectives and employee development goals

• Support leadership in monitoring employee progress through assessments, feedback, and performance reviews

• Coordinate with external vendors and subject matter experts to arrange specialized or advanced training sessions as needed

• Stay informed on industry trends, regulations, and best practices to help ensure training remains relevant and effective

• Act as a mentor to new hires and existing employees, offering guidance, resources, and ongoing support for professional development and career growth

Requirements

• Minimum of 2 years of experience in Insurance Account Manager role or similar experience

• Applied Systems / EPIC experience

• Strong understanding of the insurance industry and typical career progression within sales and service roles

• Excellent verbal and written communication skills as well as strong interpersonal skills

• Proficient in developing training materials, using e-learning platforms, and understanding adult learning principles

• Ability to engage and motivate learners at various career stages.

• Strong project management and organizational skills

Education and Experience:

• High School diploma required, Associate Degree or higher preferred

• Active Property & Casualty License or ability to obtain one within 60 days of hire date

Benefits and Perks:

• Competitive compensation

• Generous vacation policy, paid holidays, and paid sick time

• Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)

• Company-paid Short-Term and Long-Term Disability Insurance

• Company-paid Group Life insurance

• Company-paid Employee Assistance Program (EAP) and Calm App subscription

• Employee-paid Pet Insurance and optional supplemental insurance coverage

• Vested 401(k) with company match and financial wellness programs

• Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options

• Paid maternity leave, paid paternity leave, and fertility benefits

• Career growth and learning opportunities

• …and so much more!

Please note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Offerings may vary based on subsidiary entity or geographic location.

Pay Details:

The base compensation range for this position is $72,000 - $80,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.