Who We Are. 

At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client’s unique needs, ensuring they feel confident and supported in every decision. 

As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results.   

What sets us apart? We’re data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We’re building something meaningful and looking for purpose-driven individuals to help lead the way. 

Your Experience.

The Corporate Trainer will design, develop, and deliver effective training programs for our customer service representatives in the insurance sector. This role focuses on enhancing the skills and knowledge of employees to provide exceptional service to our clients. The ideal candidate will possess strong training skills, deep knowledge of insurance products, and a passion for fostering a positive learning environment. 

**Location, this role is full time onsite in our Austin office.**

Key Responsibilities.

• Develop and implement training programs that support the onboarding and ongoing development of customer service representatives within the insurance call center. 
• Conduct needs assessments to identify knowledge and skills gaps affecting performance and customer satisfaction. 
• Create training materials, including manuals, presentations, and e-learning modules, that align with organizational goals and industry standards. 
• Facilitate instructor-led training sessions, workshops, and presentations, utilizing a variety of training techniques to accommodate diverse learning styles. 
• Evaluate training effectiveness through assessments, feedback, and metrics to ensure continuous improvement. 
• Coach and mentor customer service representatives to enhance their performance and confidence in handling customer inquiries. 
• Understand life, auto, property & casualty products and underwriting processes 
• Stay updated on industry trends, insurance products, and regulatory changes to provide relevant training content. 
• Collaborate with management to define performance expectations and support employee career development. 
• Foster a positive and engaging learning atmosphere, encouraging open communication and participation among trainees. 

Your Experience.

• 3+ years of experience in instructional design and training, applying adult learning methods to create effective programs for service and sales teams. 
• Proven experience as a trainer, preferably in a corporate environment, with a focus on customer service or insurance. 
• In-depth knowledge of insurance products, services, and industry practices. 
• Strong presentation and communication skills, with the ability to convey complex information in an understandable manner. 
• Proficiency in designing training materials and utilizing learning management systems (LMS) such as Articulate and Captivate. 
• Experience with assessment tools and techniques to measure training outcomes. 
• Ability to adapt training methods to diverse audiences and varying skill levels with understanding of adult learning principles. 
• Strong organizational and time management skills, with the ability to handle multiple projects simultaneously. 

Preferred Skills/Abilities. 

• Certifications such as CPLP, CPTD, LOMA 
• Familiarity with systems such as EPIC, AWS, and Workday 
• Experience with insurance training regulations (e.g. continuing education requirements) 
• Ability to coach or mentor new trainers 

Education and/or Experience  

• Bachelor’s degree in Education, Business Administration, Communications, or a related field preferred 

Work Environment:  

• This job is located in a comfortable indoor area 

Travel Requirements: 

• Less than 10% 

Physical Requirements:   

• Most of the time outside of training is spent sitting at a desk and working on a computer and there is frequent opportunity to move about 
• During active facilitation of training classes a majority of the 8 hour day is spent standing and walking around the classroom 
• Must be able to lift, up to 15 pounds at times 
• Able to stand and walk as needed  

Safety and Security:   

• Reports potentially unsafe conditions and injuries including near miss incidents/accidents  
• Uses and cares for company equipment and materials properly 
• Must understand and follow cyber security protocols 

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. 

Our Values. The We Way. 

At We Insure, Group our values shape how we work, how we lead, and how we grow—together. They’re more than just words—they guide every interaction, every decision, and every customer experience. 

We Way Reflects Our Commitment to.  

• We personalize protection at a price you can trust 
• We hustle to find opportunity 
• We care authentically 
• We thrive in ambiguity 
• We own our results 
• We have fun along the way 
• And—we’re just getting started 

Our Total Rewards.  

• Medical, Dental, Vision, Life, Pet; Flexible Spending Account 
• Competitive Salaries 
• 401K Match   
• Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave 
• Short and Long-Term Disability 
• Employee Support Programs, Including Mental Health 
• Tuition Reimbursement   
• Matching Charitable Gift Program 
• Lucrative Referral Program 

This position is not able to be performed in California, Colorado, New York or Washington. 

EEO

We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability

We Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.