About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Position Overview: Patriot Growth Insurance Services is seeking an Agency Management Systems Training Process Specialist to strengthen system proficiency, workflow consistency, and data integrity across the organization. This role delivers and validates AMS training, ensuring employees not only understand system functionality but can apply it accurately within real-world insurance workflows. The ideal candidate is analytical, process-oriented, and skilled at identifying gaps in system usage, documentation standards, and compliance execution. Their work directly supports operational excellence, E&O risk mitigation, and overall agency performance.

Work Location Arrangements: This is a full-time, fully remote position.

Professional Responsibilities:

• Deliver in-person, virtual, and individualized training for new hires, acquired agency staff, and existing employees.
• Lead training initiatives during AMS conversions, system implementations, workflow rollouts, and major updates.
• Teach full role-based workflows with emphasis on efficiency, documentation quality, compliance standards, and E&O best practices.
• Validate end-user proficiency following training and system changes; assess whether training objectives have been effectively retained and applied.
• Conduct structured needs assessments to identify skill gaps, workflow inconsistencies, and documentation deficiencies.
• Analyze system data to confirm adherence to data standards and identify opportunities to improve accuracy and operational performance.
• Develop and maintain training materials, including guides, job aids, videos, and structured learning paths.
• Partner with operations and leadership to align systems, SOPs, and execution, escalating systemic improvement opportunities as appropriate.

Qualifications and Requirements:

• 5+ years of experience working with and training on agency management systems such as Epic, BenefitPoint, or comparable platforms.
• Strong understanding of end-to-end insurance workflows and their impact on servicing, accounting, compliance, and E&O exposure.
• Experience validating user proficiency, conducting skill gap analyses, and implementing targeted remediation training.
• Proficiency with learning management systems (LMS365 preferred), content delivery platforms, and agency technology tools.
• Ability to analyze system data and translate findings into actionable training and process improvements.
• Bachelor’s degree in business, insurance, or a related field, or equivalent professional experience.
• Strong communication, organization, and analytical skills with the ability to influence behavior change across diverse teams.
• Ability to manage multiple priorities and adapt instruction to varying experience levels and learning styles.

Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

Compensation Range: A starting salary in the $75,000 - $115,000 range, depending on the candidate’s experience.

*A wide salary range is posted for this position, and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy: Patriot's EEO and DEI Policy.