Broker Training Specialist

The Broker Training Specialist is responsible for delivering training programs for insurance brokers. This role ensures that brokers are equipped with the knowledge and skills necessary to effectively sell and service our insurance products. The Specialist will work closely with various departments to align training initiatives with company goals and regulatory requirements. This role will also support the BD team with Personal Lines product expertise and strong communication skills to deliver timely training and product updates, thereby bridging the gap between product development teams and brokers operating on the front line. 

This role exists to strengthen broker capability through effective training, up‑to‑date materials, and ongoing support. Below are the roles' objectives.

Deliver High-Quality Training: Provide effective virtual and in-person training sessions that enhance broker product knowledge, sales skills, and compliance understanding, using engaging facilitation techniques and maintaining strong learner satisfaction 

Maintain and Evolve Curriculum: Collaborate with the Broker Engagement Learning Partner to update and refine training materials, ensuring accuracy with evolving insurance products, regulatory requirements, and industry best practices. 

Evaluate and Improve Learning Impact: Measure training effectiveness through assessments, feedback, and performance data, and use findings to adjust content, delivery methods, and support resources for continuous improvement. 

Provide Ongoing Broker Support: Offer personal lines mentorship, respond to broker questions, and ensure they have the guidance needed to confidently apply training, navigate systems, and support customers effectively. 

What will you do?

• Training Delivery: Deliver effective virtual and in-person training sessions that build broker competence in product knowledge, sales practices, systems use, and regulatory compliance
• Curriculum & Content Management: Maintain accurate and up-to-date training materials by collaborating with the Broker Engagement Learning Partner and SMEs to reflect product changes, regulatory updates, and industry best practices
• Program Evaluation & Continuous Improvement: Monitor training effectiveness through assessments, feedback, and performance metrics, and implement enhancements to improve learner experience and business outcomes.
• Documentation & Knowledge Resources: Create, update, and manage clear documentation; including FAQs, product guides, and job aids, to ensure brokers have accessible, accurate, and practical reference materials. 

What will you need to succeed in this role?

• Post-secondary diploma or undergraduate degree in a relevant field such as Business, Insurance, Education/Adult Learning, Communications, or related discipline. 
• 2–3 years in personal lines insurance, underwriting, or broker support with solid understanding of products, underwriting guidelines, quoting workflows, and regulatory expectations. 
• 1–2 years facilitating training or coaching, with the ability to apply adult learning principles and deliver both virtual and in‑person sessions. 
• 1–2 years creating or updating training materials, job aids, or documentation. 
• Experience supporting brokers or customers directly, demonstrating strong communication and problem-solving skills. 
• Familiarity with insurance systems, workflows, and participating in system or product change initiatives. 
• Broker or customer-facing support experience (1–2 years) demonstrating clear communication and problem-solving. 
• Training facilitation experience (1–2 years) delivering virtual or in-person sessions using adult learning principles. 
• Content development or instructional design experience (1–2 years) creating training materials, job aids, or documentation. 
• Exposure to system updates or product launches (≈1 year) with ability to translate technical changes into training. 
• Training facilitation and presentation experience 
• Instructional design and content development 
• Broker support and customer service skills 
• Clear written and verbal communication 
• Analytical skills for evaluating learning effectiveness 
• Proficiency with insurance systems and workflows 
• LMS and learning technology skills 
• MS Office 365 and related programs
• Project coordination and cross-functional collaboration

The expected base salary range for this position is $67,000 - $117,000. Depending on your relevant experience, skills, qualifications, market conditions and business needs, base compensation may vary. You have the potential to earn more through Gore Mutual’s discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

Please note: This range reflects the expected base salary for this role but may not represent the full compensation range for all experience and skill levels. During the recruitment process, we will discuss and consider how your unique qualifications align with the broader range for this position.

Gore Mutual is proud to offer a comprehensive total rewards package which includes extended health and dental benefits, disability insurance, retirement plan matching, paid time off, recognition and perk programs

#LI-Hybrid