Agency Trainer
Department:
Agency Experience
Typical Tenure for this Role:
2-4 years
Role Overview
Role Description
The Agency Trainer is the primary facilitator for our partner education programs, conducting both in-person and virtual training sessions for independent agents. In this role, you work closely with management to develop and update onboarding materials and training content that ensure our agents are well-versed in our products and systems. This role is essential for setting the standard for the agent experience from day one of their partnership with Plymouth Rock.
Key Skills & Competencies
The focus for this role is on foundational communication, accuracy, and interpersonal warmth:
Instructional Delivery:
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Active Listening: The ability to hear and address agent concerns or questions clearly during training sessions.
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Presentation Facilitation: Delivering structured information in a way that is engaging and easy to understand.
Operational Excellence:
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Attention to Detail: Ensuring that all training materials are accurate, up-to-date, and professional.
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Cultural Alignment: Demonstrating a strong commitment to the company’s cultural statement and values in every agent interaction.
Interpersonal Skills:
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Friendliness: Maintaining a positive, welcoming demeanor that encourages agents to participate and ask questions.
KPIs
Performance is measured by the reach of your training efforts and the subsequent success of the agents you support:
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Training Volume: Total number of agency trainings held and number of agents trained.
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Performance Impact: Tracking the increase in new business production from agents following their training sessions.
Role Development
Learning and Development
The following training/certifications are required for this role:
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Systems training
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Product training
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Presentation facilitation
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P&C license
The following training/certifications are an advantage for this role:
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Internal systems training
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Underwriting training
Guidelines for Promotion into this Role
Promotion is merit-based and recognizes those who demonstrate:
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Agency-Facing Experience: A proven background in interacting with or supporting independent agencies.
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Content Creation: The ability to assist in creating effective training materials.
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Presentation Skills: Demonstrated confidence and clarity when speaking to groups.