Insurance Technology Coordinator and Training Specialist

Insurance Technology Coordinator and Training Specialist

Join Our Team as a Technology Champion in the Insurance Industry

Are you passionate about technology and its transformative power in the insurance industry? Do you thrive on helping teams master new software, streamline workflows, and deliver exceptional client service? If so, we are looking for a proactive team member who is proficient with and intuitively understands technology to serve as our Insurance Technology Coordinator and Training Specialist.

Your Mission

To promote our technology through effective training, proactive support, and ongoing collaboration, empowering our team members to deliver superior service to our clients. You will be at the forefront of helping our business continually update our skills in ensuring we remain competitive and innovative in a rapidly evolving landscape.

What You’ll Do

Agency Implementation and Software Optimization

• Coordinate with the IT department on digital transformation efforts with identifying and implementing new automation opportunities, technologies and tools.
• Collaborate with different teams and IT to maximize the use of Microsoft 365 (including Copilot, Teams, OneDrive, and Office), and other agency software, ensuring efficient workflows and seamless resource sharing.

Agency Education Initiatives

• Identify the most impactful technology training needs across our team.
• Design engaging, customized learning experiences that enhance the agency’s overall technological proficiency and efficiency.
• Coordinate AI training initiatives and oversee Vertafore University content and learning paths.
• Partner with insurance carriers to coordinate staff training on websites, and rating tools.

AMS360 System Administration

• Stay current with Vertafore products and participate in industry discussions.
• Manage specific AMS360 system functions, including company setups, user profiles, etc.

Policy Downloads & Optimization

• Coordinate with carriers to expand carrier download capabilities and optimize integration with AMS360.
• Assist with IVANS download configurations and troubleshooting download errors.

User Access Management

• Assist with the employee onboarding/offboarding processes, including user account management and credential administration.
• Assist with login creation, carrier access management, and insurance company appointments.

Who You Are

Required Skills

• Strong ability to explain technical concepts (including AI concepts) to non-technical audiences.
• A gift for educating, inspiring, and equipping teams to confidently leverage technology (including AI software and AI agents) to its fullest potential.
• Prior experience leading training sessions and creating instructional content.
• Familiarity with AI software and a keen interest in learning and guiding others in AI adoption.
• Strong proficiency in the Microsoft Office Suite.
• Strong analytical and problem-solving skills to troubleshoot and optimize various business operations.

Preferred Qualifications

• Deep understanding of the insurance industry workflows.
• Experience with agency management systems (AMS360 preferred) and carrier portals.
• Expertise in data organization within Microsoft Teams and OneDrive.
• Creating and formatting excel reports, utilizing pivot tables for data analysis.

Preferred Educational Background (Highly Desirable)

• Associate or Bachelor’s degree in Information Technology, Insurance & Risk Management, Business Administration, or a related field.
• Certifications or coursework in Insurance Technology, IT Support, AI, or Training & Development.

What Sets You Apart

• Ability to quickly learn and adapt to emerging technologies.
• Enthusiasm for process optimization, problem-solving, and AI enablement.
• A passion for creating a culture of continuous learning and professional growth.

Why This Role?

• You’ll play a pivotal role in bridging the gap between technology and operations, making a tangible impact on your team’s success.
• Be a leader in driving our agency’s technological transformations, ensuring that all employees have the skills to fully leverage new software and new capabilities.
• Work in a collaborative, forward-thinking environment that values innovation and continuous learning.
• Enjoy a unique position that blends technology, AI insights, and hands-on training for a truly dynamic career experience.

Benefits

• Competitive salary. $60-$80k based on experience and qualifications.
• Comprehensive benefits package, including health insurance, dental insurance, and retirement plans.
• Professional development opportunities to enhance your technical skills.
• Friendly and collaborative work environment that fosters ongoing learning and growth.

Working Conditions

• This is a hybrid position based at our Edina, MN location.

Corporate Four Insurance Agency

Corporate Four has been a trusted partner in the insurance industry, providing tailored coverage to individuals and businesses alike. Our commitment to staying ahead in a rapidly evolving landscape has fueled our growth, and we are now seeking a talented Insurance Technology Coordinator and Training Specialist to join our dynamic team. We have been an innovator in the Twin Cities since 1988 and employ over 90 people. We seek to ensure that every team member has the opportunity to advance their skills in cutting-edge technologies.

How to Apply

If this sounds like the opportunity you’ve been looking for, send an email to careers@corporatefour.com with the subject line: “C4 Technology Coordinator and Training Specialist.”

In your email, please include answers to the following questions:

1. Why are you applying for this position?
2. What do you find appealing about this position?
3. Describe your experience with mentoring, training, and empowering teams.

Note:

This is NOT a general IT helpdesk role. Candidates without an interest in training, business process improvement and technology enablement may not find this position a good fit.

Join us to shape the future of insurance technology and make a difference—apply today!