Operations Training Analyst, Insurance

Specialty Program Group (SPG) is the wholesale & MGA division of HUB International. SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under distinct brands (portfolio companies). We are building a best-in-class operations and underwriting platform that enables our portfolio companies to scale efficiently while maintaining operational excellence.

The Operations Training Specialist is the front-line training delivery expert within SPG’s Center of Operations Excellence. Reporting to the Manager, Operations Training & Enablement, this role is responsible for executing best-in-class training programs that prepare new and existing employees for successful system use across all operational and underwriting platforms. As the primary technical trainer for enterprise systems, this specialist serves as a subject matter expert, educator, and workflow facilitator—translating process designs from the Operational Excellence (OpEx) team into hands‑on training experiences that drive user proficiency, platform adoption, and operational consistency.

The role is the primary resource for training employees on AIM, Image Right, Surfyre, Clarion Door, and the broader portfolio of operational and underwriting tools. With SPG executing approximately 2 system migrations per month, this role operates at a high-velocity cadence where training execution is a critical path dependency for every go-live. The specialist must be able to rapidly learn new platforms, develop training content, and deliver effective training under tight timelines while maintaining quality and consistency across concurrent work streams.

Create, facilitate, and deliver platform training programs and schedules across AIM, Image Right, Surfyre, Clarion Door and supporting tools, ensuring successful training execution for every system go-live. Oversee and coordinate system training for all users including enhancements, upgrades, and new feature releases, maintaining training quality across concurrent migration work streams. Deliver instructor‑led, virtual, and self‑paced training sessions tailored to audience proficiency levels, adapting delivery methods to maximize learner engagement and retention.

Demonstrate a consultative approach by assessing employee learning competencies on agency management systems, workflows, and strategic platforms, adjusting training delivery to close skill gaps. Facilitate system demonstration sessions for new acquisitions, highlighting core platform capabilities, workflows, and integration points to accelerate onboarding into the SPG ecosystem.

Develop and maintain training content including user guides, job aids, system templates, procedure guides, quick‑reference cards, and workflow documentation by translating OpEx‑designed workflows into clear, actionable training materials. Rapidly learn new and evolving software platforms, independently building proficiency and developing training content, hands‑on exercises, and certification materials to support employee training and adoption. Maintain and update the training content library within the governance framework established by the Manager, ensuring version control, accuracy, and alignment with current system configurations and processes.

Develop reporting tools and dashboards to monitor platform usage, training completion, and data quality to ensure compliance with best practices and identify areas for reinforcement.

Execute training delivery for all system conversions and platform migrations, ensuring 100% of impacted users are trained and certified prior to each go‑live date.…