Job Description
In this role, lead the implementation and training of Trucordia’s insurance office system suite, ensuring seamless adoption across internal teams and newly acquired offices. You will drive the successful rollout of Agency Management Software (Vertafore’s AMS360 and BenefitPoint), our Broker CRM (Salesforce), and other integrated systems. Additionally, you will support key learning initiatives to enhance system proficiency and operational efficiency companywide. You'll develop expertise in Trucordia’s systems, build relationships with project teams, coordinate training, and facilitate companywide training on key systems like AMS360, BenefitPoint, and Salesforce. You will develop job aids, track completion, and promote a learning culture.
About Trucordia
Trucordia is built on wildly successful businesses and has come together to create the next great insurance brokerage, with more than 5,000 team members.