Systems and Vendor Solutions Trainer (Remote with Travel)

Superior Insurance Partners is a rapidly growing insurance brokerage platform, focused primarily on providing commercial lines, personal lines, and employee benefit solutions to companies and individuals. Superior acquires and partners with leading independent insurance agencies primarily in the Midwest and Eastern US. The company's mission is to improve the lives of its agency partners. Superior does this by creating a highly tailored plan for each of its agency partners to help them achieve their goals, and providing customized resources including accounting/finance, recruiting, HR, AMS/IT, marketing, and M&A support. Agency partners are aligned through long-term economic incentives while leveraging the benefits of best practices, scale, and resources across Superior's shared platform. Superior is backed by Tyree & D'Angelo Partners ("TDP"), a leading Chicago-based private equity firm that makes control ownership investments in, and partners with, lower middle market businesses with the goal of creating meaningful value for all involved. TDP is currently investing out of its third fund and has managed and created over $3 billion of capital and company enterprise value. TDP has significant experience investing in service businesses and has completed over 1000 investment partnerships in its history. Job Summary: As Systems and Vendor Solutions Trainer, you will play a vital role in Superior Insurance Partners success by conducting site visits and remote meetings with agencies to provide training on service processes/procedures and workflows, the features and operation of our Applied Epic, BPOs, CSR24 and other related vendor solutions. Your responsibilities will include maintaining workflows, creating job aids, promoting best practices, and facilitating efficiency and cost-effective solutions. You'll deliver both onsite and remote training courses for introductory and intermediate level users. Additionally, timely and detailed responses to agency partners' support requests will be a key aspect of your role. We value a strong, positive, customer service-oriented approach in all interactions and training activities. Key Responsibilities: • service processes/procedures and workflows, the features and operation of our Applied Epic, BPOs, CSR24 and other related vendor solutions. • Maintain workflows, create job aids, and promote best practices. • Deliver both onsite and remote training courses for introductory and intermediate level users. • Provide timely and detailed responses to agency partners' support requests. • Assist in data clean-up before and after conversions. • Manage multiple projects with well-defined plans and deadlines. • Evaluate results and initiate changes to help achieve organizational objectives. Requirements: • Advanced knowledge of Applied Epic and CSR24 software (required). • Demonstrated ability to problem-solve and anticipate solutions. • Experience in insurance policy lifecycle management preferably as an Account Manager or higher. • Strong administrative and computing skills, including proficiency in Microsoft Office (Word, Excel, and PowerPoint). • Effective prioritization and deadline management skills. • Professional, organized, and skilled communicator with the ability to convey ideas, concepts, and strategies to all levels of the organization. • Competence in the collaboration tool Teams. Apply tot his job Apply To this Job