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Agency Training Specialist

Job in Chesterfield, St. Louis city, Missouri, 63005, USA
Listing for: Crane Agency
Full Time position
Listed on 2026-09-14
Job specializations:
  • IT/Tech
    IT Support
Salary/Wage Range or Industry Benchmark: 65000 - 105000 USD Yearly USD 65000.00 105000.00 YEAR
Job Description & How to Apply Below
Location: Chesterfield

Do you get a kick out of seeing the light bulb moment in others? Intro

We're looking for someone who's part tech guru and part teacher for our Agency Training Specialist role. Think you've got what it takes to help our team level up their skills in everything from our go-to software to the latest best practices? Then, we're already fans!

Position snapshot:

As our Agency Training Specialist, you'll create and run sessions that cover everything from our best practices, formalized Applied EPIC (AMS) workflows, and all necessary third-party software. You'll help develop both classroom and online courses, craft materials and even build tests to ensure everyone's catching on. Plus, you'll keep our training up-to-date and troubleshoot any tech issues that pop up along the way.

What we’re looking for:
  • Minimum of 10 years’ experience in the insurance industry, including 5 in Property and Casualty as an Account Manager or Account Executive
  • Minimum of 5 years’ experience with Applied EPIC, preferred
  • High school diploma or equivalent; college coursework a plus
  • Proficiency in Adobe and Microsoft Office 365 Suite, especially Word, Excel, Outlook, One Drive and SharePoint; capability to teach these applications to all levels of personnel
  • Producer's license required
  • CISR, CIC or CPCU designation preferred, not required
  • Personal lines knowledge is preferred, not required.
Personal characteristics:
  • Excellent prioritization and organizational skills
  • Friendly, positive attitude with a genuine desire to assist others
  • Strong verbal and written communication skills
  • Effective problem-solving abilities and adaptability in a fast-paced environment
  • Ability to work under pressure with attention to detail and time constraints
  • Self-motivated and able to work independently without supervision
What you’ll be doing :
  • Conduct training for new hires and existing personnel on agency procedures, Applied EPIC workflows, various Microsoft 365 applications (Word, Excel, Outlook, Teams, One Drive, etc.), Adobe products, and all approved third-party software.
  • Develop new training materials and curriculum for in-person and remote delivery, including step-by-step guides, handouts, evaluation forms, job aids, and videos.
  • Review and update existing training materials to remain current with system changes, regulatory requirements, and department workflow initiatives.
  • Partner with management, supervisors, and employees to identify training needs, reinforce workflow compliance, and support adoption of procedure and technology changes.
  • Assist with Applied EPIC upgrades, third-party software testing and implementation, workflow validation, and data migration support.
  • Troubleshoot Applied EPIC and approved third-party software issues for end users, escalating technical concerns as needed.
  • Coordinate group training logistics, including scheduling facilities or virtual sessions, preparing materials, and setting up internal and external training opportunities.
  • Occasional travel to other agency office locations, as needed, to conduct training and support workflow adoption
  • Health, vision, dental and life insurance effective the first month following the hire date
  • 401(k) with up to 4% 401(k) matching
  • Paid time off, paid holidays, and early leave on Fridays and holiday eves
  • Eligibility for annual profit sharing
  • Financial support for job-related education and certifications
Schedule:

Full-time position, Monday to Friday

Location:

Chesterfield, MO 63017;
Hybrid.

Why Crane Agency?

Here, you're not just joining a team—you're becoming a part of a leading insurance organization.

We understand that our strength lies in our people. Our environment encourages collaboration and dedication, and we're passionate about delivering the best for our clients and communities. With "Dress for…

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