Location: Hybdrid in Hartford, CT or Remote, USA
Job Description
This position is responsible for designing, developing, and managing scalable engagement and education content that helps client company partners, agents, customers, and internal stakeholders understand, position, promote and sell products and services. The role combines insurance subject matter knowledge and market trends with learning design, content development, and sales enablement capabilities. It requires the ability to interpret policy language, identify key coverage concepts, simplify complex specialty insurance topics, and translate technical information into clear, engaging, and practical training resources. Content may include product education presentations, digital learning modules, job aids, objection-handling guides, sales talking points, partner communication templates, and other reusable materials that can be adapted across different partners, products, and audiences. The position also evaluates new tools, formats, and learning technologies to improve engagement, strengthen education delivery, and support consistent, repeatable partner and agent training.
Education and Experience
- Bachelor's degree in Education, Communications, Marketing, Insurance, Business, or related field preferred
- 5+ years of experience in the insurance industry, preferably property and casualty, specialty coverage, product education, underwriting, claims, sales enablement, or client engagement
- Experience reading, interpreting, and translating policy forms, coverage language, and insurance product information into practical training content
- Experience creating training presentations, interactive learning, digital training, job aids, sales enablement materials, or client-facing communications
- Knowledge of adult learning principles, modern training delivery methods, and customer-facing education formats preferred
- Insurance designation, training certification, or instructional design coursework is desirable
Knowledge and Skills
• Strong insurance background, preferably with experience reading and interpreting policy forms
• Strong understanding of insurance concepts, coverages, product positioning, distribution channels, and agent/client company needs
• Ability to simplify complex specialty insurance topics into clear, actionable education for agents, brokers, partners, customers, and internal stakeholders
• Excellent writing, editing, storytelling, communication, and content organization skills
• Experience developing engaging training content, interactive learning, digital training, polished PowerPoint presentations, facilitator notes, talking points, FAQs, job aids, and repeatable communication templates
• Knowledge of sales enablement concepts, objection handling, product value messaging, and agent education strategies
• Comfort working with multiple internal stakeholders and adapting content for different audiences, partners, and delivery formats
• Knowledge of adult learning principles, modern training delivery methods, digital learning tools, presentation development, and customer-facing education formats
• Project management skills, attention to detail, and ability to manage multiple content priorities
• Proficiency with Word, PowerPoint, Excel, Teams, and content creation or learning tools
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
