Systems and Vendor Solutions Trainer-REMOTE with TRAVEL

Advanced knowledge of Applied Epic, Vertafore AMS360 insurance agency management system, and CSR24 software. Demonstrated ability to problem-solve and anticipate solutions. Experience in insurance policy lifecycle management, preferably as an Account Manager or higher. Proficiency in Microsoft Office (Word, Excel, PowerPoint). Effective prioritization and deadline management skills. Professional, organized, and skilled communicator. Competence in Microsoft Teams.

Provide training on service processes, workflows, and insurance management systems (Applied Epic, Vertafore AMS360, CSR24, BPOs). Maintain workflows, create job aids, and promote best practices. Deliver onsite and remote training for introductory and intermediate users. Respond to agency partners' support requests. Assist in data clean-up before and after conversions. Manage multiple projects with defined plans and deadlines. Evaluate results and initiate changes to achieve objectives.