Demo

Commercial Lines Training & Onboarding Specialist

The Jonus Group
Chattanooga, TN Full Time
POSTED ON 11/9/2026
AVAILABLE BEFORE 12/13/2026
Job Description

Commercial Lines Training & Onboarding Specialist

πŸ“ Chattanooga, TN | Hybrid

πŸ’° $75,000 - $100,000

Help Build the Next Generation of Commercial Insurance Talent

A growing, forward-thinking insurance organization is seeking a Commercial Lines Training & Onboarding Specialist to play a critical role in developing new talent, standardizing workflows, and supporting agency growth initiatives.

This is an exciting opportunity for an experienced Commercial Lines professional who enjoys coaching others, sharing knowledge, and creating consistency across teams. You'll serve as a trusted resource for new hires while partnering with operations, leadership, and technology teams to ensure employees are equipped to succeed from day one.

In addition to onboarding new team members, you'll help support newly acquired agency partners by providing workflow and systems training during integration and go-live initiatives.

What You'll Do

Training & Onboarding

  • Lead onboarding and training programs for new Commercial Lines team members
  • Deliver engaging instruction on Applied Epic and Commercial Lines workflows
  • Teach the full policy lifecycle, including:
    • New Business
    • Renewals
    • Endorsements
    • Certificates
    • Claims
    • Audits
    • Cancellations & Reinstatements
  • Customize training based on experience level and learning needs
Coaching & Development

  • Observe and guide new hires through real-world workflows and transactions
  • Validate proficiency before independent production
  • Identify skill gaps and provide targeted coaching
  • Support employees during their transition from training to live account management

Systems & Process Excellence

  • Maintain and enhance training materials, workflow guides, and process documentation
  • Partner with IT and Operations teams on Applied Epic configuration and access issues
  • Identify recurring workflow challenges and recommend process improvements
  • Help drive consistency and best practices across a growing organization

Agency Integration & Travel

  • Support onboarding efforts for newly acquired agency partners
  • Travel periodically to assist with go-live training initiatives
  • Facilitate in-person and virtual training sessions for teams transitioning onto standardized workflows

What We're Looking For

βœ… Strong Applied Epic expertise, including workflows, activities, navigation, and troubleshooting

βœ… Deep understanding of Commercial Lines operations and policy lifecycle processes

βœ… Previous Commercial Lines Account Manager, Senior Account Manager, Team Lead, or Operations experience

βœ… Ability to teach, mentor, and communicate complex concepts in a practical way

βœ… Strong organizational skills and attention to detail

βœ… Comfortable leading one-on-one sessions, group training, and virtual learning environments

βœ… Ability to build credibility with both new hires and experienced professionals

Bonus Points For

⭐ Prior training, mentoring, coaching, or onboarding experience

⭐ Experience supporting agency integrations or operational process improvement initiatives

⭐ Applied Epic power-user experience

Why This Opportunity Stands Out

This organization is investing heavily in its people, technology, and long-term growth. You'll have the opportunity to directly influence the success of new team members and help shape how Commercial Lines operations are delivered across the business.

Benefits & Perks

βœ… Hybrid work flexibility

βœ… Competitive salary ($75K-$100K)

βœ… 401(k) with immediate participation, company match & immediate vesting

βœ… Medical, Dental & Vision Coverage

βœ… Company-Paid Life Insurance

βœ… Company-Paid Short-Term & Long-Term Disability

βœ… Additional Voluntary Benefits Available

βœ… Continuing education and professional development support

βœ… Collaborative, growth-focused culture

βœ… Opportunity to make a visible impact across the organization

The Bottom Line

If you're the person teammates naturally turn to for guidance on Commercial Lines workflows, Applied Epic, and best practices, this is an opportunity to leverage your expertise in a highly visible role that combines training, operations, technology, and leadership. -- APPLY NOW!

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#INDTJG-MWT

Salary : $75,000 - $100,000

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