Insurance Personal Lines Trainer

Firefly Agency

. Train new agents on carrier appetites and websites, including quoting and servicing policies .

Posted 11/6/2026full-timeUnited StatesMid-LevelSenior💰 $33 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in training and coaching agents on insurance processes and systems, particularly EZLynx and Firefly. Proficient in creating effective workflows and maintaining up-to-date agent resources while fostering strong communication and problem-solving skills.

Highest-signal resume keywords

EZLynx Management SystemInsurance Agency ManagementMicrosoft Office365 ProficiencyCustomer Interaction SkillsProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

EZLynx Comparative RaterInsurance QuotingWorkflow CreationMulti-Carrier ExperienceTelematics Knowledge

Soft Skills

Strong Communication SkillsProblem-Solving SkillsTeamwork SkillsOrganizational SkillsEmpathy in Customer Interactions

Tools & Technologies

Firefly Agent PortalZOHO CRMLearning Management SystemElectronic Document Management

Industry Keywords

Insurance ProcessesAgent TrainingCustomer ConversionRetention DocumentationAgency Health Documentation

About the role

Key responsibilities & impact

Train new agents on carrier appetites and websites, including quoting and servicing policies
Teach agents what to say during the quoting process to improve customer conversion
Share insights on bundle, multi-auto, telematics, and other discounts
Train new and existing agents on Firefly systems and EZLynx features, including Comparative Rater, Sales Center, Retention Center, Automation Center, Communication Center, LastPass, and Firefly Agent Portal
Email agents updates about carrier changes, incentives, and initiatives
Keep agent-facing content in the agent portal and learning management system relevant and up to date
Help agents set and reach goals through check-ins and follow-up
Host or participate in calls with multiple agents to discuss what is working
Help agents grow profitable books of business for each insurance company
Ensure agents follow Firefly processes, including retention documentation
Coach agents on EZLynx note-taking, quoting, and resolving system errors or problems
Work with agents and carriers when agents are not quoting enough with a specific carrier to determine whether to keep the appointment
Identify agents who should be invited to obtain a new carrier entering a state
Document Agency Health and identify who can add non-resident states and team members
Assist with coaching or correction of agent behavior as directed by the supervisor

Requirements

What you’ll need

High comfort level with Microsoft Office365 programs
Experience and proficiency using an insurance agency management system, preferably EZLynx
Experience creating or following repeatable processes, or workflows, for recurring service situations
Experience working with multiple independent carriers
Experience with the EZLynx comparative rater and Management System
Experience using ZOHO CRM
Very high comfort level working in an electronic, paperless environment
Comfort interacting with customers on the phone
Organized, responsive, persistent at following-up, punctual, and comfortable with multi-tasking
Strong communication and explanation skills
Ability to respond to frustration in an assertive but empathetic way
Problem-solving and teamwork skills
Ability to adapt to evolving priorities, new responsibilities, and changing business needs
Interest in improving existing processes and experimenting with AI to manage and create workflows
Candidates must live in Ohio, West Virginia, Georgia, Indiana, Illinois, Kentucky, Pennsylvania, North Carolina, Tennessee, or Michigan
Ability to attend three required in-person meetings each year in Columbus, Ohio

Benefits

Comp & perks

15 days (120 hrs.) PTO available upon hire date
401(k) with Employer match up to 4%, available immediately
Health/Dental/Vision Insurance
Short-Term Disability, AD&D and Life Insurance
Paid Maternity leave
Paid Parental Leave
Daily work from home
Company laptop, multi-monitors, headset, wireless keyboard, and mouse
Software phone, email, task management tools, electronic documents, and online tools provided by Firefly