Edtech.com's Summary

Acrisure is hiring a Training & Development Specialist to manage comprehensive training programs for new and existing employees within the East Division. The role involves facilitating onboarding, refresher training, coordinating ongoing sessions, mentoring, and supporting employee growth by aligning training with business objectives and industry standards.

Highlights

Manage onboarding and continuous training for sales and service teams on industry topics, workflows, and procedures.
Facilitate training on tools including Epic, Outlook, Webex, Teams, SharePoint, and M365.
Provide refresher training and support employee development through mentoring and career progression initiatives.
Track training completion and maintain accurate documentation.
Collaborate with leadership and external experts to align training with company goals.
Requires minimum 2 years of Insurance Account Manager or related experience with Applied Systems/EPIC proficiency.
High School diploma required; Associate Degree or higher preferred.
Active Property & Casualty License or ability to obtain within 60 days.
Base salary range: $70,000 - $85,000 depending on experience and qualifications.
Supports multiple locations within Acrisure’s East Division and works closely with operations, placement, and sales leaders.

Training & Development Specialist Full Description

Training & Development Specialist

Hybrid

40 Century Hill Dr Ste 201 - Latham, NY

90 S Ridge St - RYE BROOK, NY

100 Passaic Ave, Suite 120 - FAIRFIELD, NJ

1265 Drummers Lane - WAYNE, PA

462 Shelburne Rd, Ste 201, 202, & 301 - BURLINGTON, VT

Full time

Job Description

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Job Summary:

Acrisure is seeking a Training & Development Specialist to join Acrisure’s East Division. The primary responsibility of this role is to manage comprehensive training programs for new employees and established team members alike. This includes guiding employees through a structured learning and development journey that supports their entire career lifecycle at the agency, whether they are on the sales or service teams. The T&D Specialist will coordinate training and education on a wide range of critical industry topics, workflows, and procedures, including proposals, loss summaries, summaries of insurance, policy checking, change requests, audit reviews, certificates of insurance, evidence of property, ID cards, and marketing submissions.

Responsibilities:

Facilitate comprehensive onboarding for all new employees, including:
- Walkthrough of the Epic Welcome Kit and introductory Epic training with review of all applicable workflows
- Guidance on Outlook signature, Webex voicemail setup, and Teams overview (including East Division background links)
- Instruction on fax procedures and navigation of the Division SharePoint page, including workflows and job aids
- Overview of M365 and Adobe training sites
- Registration for Total CSR for those new to the industry
- Sharing of Workday trainings (e.g., PrBr Commission Types, Applied Pay)
- Review of all applicable reports, including Month-End reports located on SharePoint
- Overview of the SWARM process
Conduct refresher training for existing employees upon team lead or manager request.
Serve as a resource for all Division employees, assisting with workflow, process, and resource-related questions
Support leadership by guiding employees through cleanup projects and operational initiatives
Assist with tracking training completion and maintaining accurate training documentation
Participate in onboarding meetings and scheduled training sessions as assigned by leadership
Provide administrative and logistical support for employee training and development activities
Shadow new employees during their first year to ensure hands-on training and understanding of workflows
Participate in regular meetings with managers and team leads to identify employees ready for advancement opportunities
Coordinate targeted training and support for employees preparing for career progression or specialized roles
Schedule and facilitate ongoing training sessions—virtual, in-person, or hybrid—covering industry fundamentals, systems, and role-specific skills
Communicate available continuing education (CE) opportunities, certifications, and industry seminars to support employee growth and compliance
Collaborate with operations, placement and sales leaders to identify training needs and ensure alignment with business objectives and employee development goals
Support leadership in monitoring employee progress through assessments, feedback, and performance reviews
Coordinate with external vendors and subject matter experts to arrange specialized or advanced training sessions as needed
Stay informed on industry trends, regulations, and best practices to help ensure training remains relevant and effective
Act as a mentor to new hires and existing employees, offering guidance, resources, and ongoing support for professional development and career growth

Requirements

Minimum of 2 years of experience in Insurance Account Manager role or similar experience
Applied Systems / EPIC experience
Strong understanding of the insurance industry and typical career progression within sales and service roles
Excellent verbal and written communication skills as well as strong interpersonal skills 
Proficient in developing training materials, using e-learning platforms, and understanding adult learning principles
Ability to engage and motivate learners at various career stages.
Strong project management and organizational skills

Education and Experience:

High School diploma required, Associate Degree or higher preferred
Active Property & Casualty License or ability to obtain one within 60 days of hire date

#LI-LS1

Pay Details:The base compensation range for this position is $70,000 - $85,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.

Original Job Description