Insurance Training Specialist

ABOUT THE ROLE

• Orion
  180 is seeking a highly motivated and creative Training Specialist to help expand and enhance Orion
  180 University, our agent education and development platform.
• This role is ideal for someone who understands independent insurance agents, enjoys translating complex insurance concepts into engaging learning experiences, and thrives in a fast‑paced, collaborative environment. The Training Specialist will play a key role in developing educational content that helps agents grow their business while confidently understanding Orion
  180’s products, underwriting philosophy, systems, and technology‑driven processes.

This is not a traditional training role focused solely on presentations. We are looking for someone who can think like an educator, communicate like a marketer, and organize information to help agents succeed.

The ideal candidate will combine insurance knowledge, creativity, instructional design, and technical proficiency to create high‑quality learning experiences across multiple formats, including on‑demand courses, live learning sessions, job aids, walkthrough videos, scripts, and visual training content.

• Create engaging learning materials based on LXD designs and storyboards, including:
  • Microlearning content
  • eLearning modules
  • Instructor‑led training materials
  • Job aids and supporting resources
• Collaborate with LXDs, subject matter experts, and stakeholders to ensure content meets learning objectives and business needs
• Participate in design discussions and share ideas to improve content development processes and tools
• Review and edit materials to ensure accuracy, clarity, and consistency
• Perform quality checks to ensure content meets established standards and guidelines
• Stay up to date on learning trends, tools, and best practices in instructional design
• Recommend new approaches or technologies to enhance learning effectiveness

• Experience creating scalable learning solutions for classroom, virtual, and online environments
• Familiarity with adult learning principles and instructional design best practices
• Ability to design engaging learning experiences, from immersive simulations to quick, impactful microlearning
• Confidence developing and delivering presentations to a variety of audiences
• Strong visual design and storytelling skills, including experience with storyboarding and course development
• Ability to manage multiple projects and priorities effectively
• Strong time management skills and the ability to meet deadlines in a fast‑paced environment

• Education: High School Diploma or equivalent required. Bachelor’s degree preferred in instructional design, education, or a related field.
• Experience: Experience working within the Property & Casualty insurance industry preferred.
• Experience: Strong understanding of independent insurance agents, agency workflows, and the challenges agents face in today’s marketplace.
• Experience: Experience developing training, educational, or instructional content preferred.
• Experience: Advanced proficiency in Microsoft PowerPoint with the ability to create visually engaging and professional presentations.
• Experience: Strong written communication skills with the ability to create clear, concise, and engaging educational content.
• Experience: Comfortable creating scripts, walkthroughs, instructional narration, and process documentation.
• Experience: Experience capturing screens, organizing visual demonstrations, and supporting video‑based learning content.
• Experience: Highly organized with strong attention to detail and the ability to manage multiple projects simultaneously.
• Experience: Creative mindset with the ability to make technical or underwriting information easy to understand and retain.
• Experience: Comfortable working collaboratively across departments while also being self‑directed and proactive.
• Experience: Experience with learning management systems (LMS), webinar platforms, or e‑learning platforms is a plus.
• Experience: Familiarity with tools such as Learn Upon, Zoom, Canva, Articulate Storyline, or similar educational technology platforms is preferred.

• Dynamic Environment:
  On‑site role…