Insurance Training and Development Manager Job Description [Updated for 2025]

In an era dominated by risk management, the importance of Insurance Training and Development Managers cannot be overstated.

As the world becomes more complex and interconnected, the demand for proficient individuals who can develop, implement, and maintain insurance training programs is on the rise.

So, what exactly is expected from an Insurance Training and Development Manager?

Whether you are:

• A job seeker trying to understand the core responsibilities of this role,
• A hiring manager outlining the perfect candidate,
• Or simply curious about the dynamics of insurance training and development,

You’ve come to the right place.

Today, we present a versatile Insurance Training and Development Manager job description template, designed for seamless posting on job boards or career sites.

Let’s delve right into it.

Insurance Training and Development Manager Duties and Responsibilities

Insurance Training and Development Managers are responsible for designing, implementing, and managing training programs within an insurance organization.

They utilize their knowledge of insurance processes, products, and services to empower employees and enhance their performance.

Their duties and responsibilities include:

• Assessing the training needs of the organization through job analysis, career paths and consultation with managers
• Developing and implementing training programs that align with the company’s goals
• Designing and delivering a range of training activities, including workshops, individual training sessions and e-learning courses
• Monitoring and evaluating the effectiveness of training programs
• Updating and maintaining training materials, including manuals, guides, and course materials
• Staying abreast of the latest trends in the insurance industry and incorporating relevant information into training programs
• Managing the training budget and ensuring that all training activities are cost-effective
• Providing coaching and feedback to trainees to enhance their performance and development
• Creating a supportive learning environment that encourages continuous professional development
• Collaborating with management to address and resolve any issues related to training and development

 

Insurance Training and Development Manager Job Description Template

Job Brief

We are looking for a dedicated and experienced Insurance Training and Development Manager to oversee the learning and professional development of our insurance staff.

The Insurance Training and Development Manager’s responsibilities include identifying training needs, developing educational material, and conducting training sessions.

The ideal candidate should be well-versed in the latest trends in learning and development and possess a deep understanding of insurance products, regulations, and best practices.

 

Responsibilities

• Identify and assess future and current training needs through job analysis, career paths, annual performance appraisals and consultation with line managers
• Develop, implement, and manage training programs for employees in compliance with company policies and regulatory requirements
• Design and create training manuals, online learning modules, and course materials
• Conduct workshops, training sessions, and webinars to educate staff about insurance products and industry regulations
• Measure effectiveness of training programs and modify as necessary
• Stay up-to-date on new trends and advancements in the field of insurance and training
• Establish a culture of continuous learning and professional development

 

Qualifications

• Proven work experience as a Training Manager or similar role in the insurance industry
• Track record in designing and executing successful training programs
• Familiarity with traditional and modern training methods (mentoring, coaching, on-the-job or in classroom training, e-learning, workshops, simulations etc)
• Strong writing and record keeping ability for reports and training manuals
• Excellent communication and leadership skills
• Ability to plan, multi-task and manage time effectively
• BSc degree in Education, Human Resources or relevant field

 

Benefits

• 401(k)
• Health insurance
• Dental insurance
Retirement plan
• Paid time off
• Professional development opportunities

 

Additional Information

• Job Title: Insurance Training and Development Manager
• Work Environment: Office setting with options for remote work. Some travel may be required for team meetings or training sessions.
• Reporting Structure: Reports to the Director of Human Resources or Learning and Development.
• Salary: Salary is based upon candidate experience and qualifications, as well as market and business considerations.
• Pay Range: $75,000 minimum to $120,000 maximum
• Location: [City, State] (specify the location or indicate if remote)
• Employment Type: Full-time
• Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
• Application Instructions: Please submit your resume and a cover letter outlining your qualifications and experience to [email address or application portal].

 

What Does an Insurance Training and Development Manager Do?

Insurance Training and Development Managers work for insurance companies or agencies and are responsible for the education and professional growth of their staff.

They develop, coordinate, and administer a variety of training and development programs for the company’s employees.

This may include training new hires, coaching employees, holding educational seminars, and creating training materials such as manuals and guides.

Their job involves identifying the company’s training needs, often through job analysis, appraisal schemes, and regular consultation with business managers and human resources departments.

Insurance Training and Development Managers also monitor and review the progress of trainees through questionnaires and discussions with managers, and evaluate the effectiveness of training programs and instructors.

They are also responsible for staying up-to-date with developments in their field, new insurance products, services, and regulations to ensure the relevancy and effectiveness of their training programs.

In addition to this, they may also oversee the company’s career development program, helping employees to plan their career paths and progress within the company.

Overall, their goal is to improve employees’ skills and knowledge, enhance their job performance, and help the company achieve its objectives.

 

Insurance Training and Development Manager Qualifications and Skills

An Insurance Training and Development Manager should have the skills and qualifications that align with your job description, such as:

• Knowledge of insurance policies, procedures, and regulations to effectively train insurance personnel.
• Strong leadership and management skills to oversee training staff and programs, ensuring they are effective and meeting business objectives.
• Excellent communication skills to clearly convey information in a way that is understandable and relevant to the trainees.
• Interpersonal skills to connect with trainees, understand their needs and respond effectively, fostering a positive learning environment.
• Organizational skills to manage multiple training programs, schedules, resources, and deadlines.
• Analytical skills to assess the effectiveness of training programs and make necessary improvements.
• Problem-solving skills to identify and address any issues or obstacles that may arise during the training process.
• Proficiency in using training software and technology to deliver engaging and effective training programs.
• Customer service skills to ensure the satisfaction of trainees and other stakeholders in the training process.

 

Insurance Training and Development Manager Experience Requirements

Entry-level Insurance Training and Development Managers generally start their careers by gaining a few years of experience in insurance, often through full-time roles or internships.

This initial experience helps them to understand the insurance industry and the various products and services it offers.

They often gain their first relevant experience in entry-level roles such as Insurance Sales Agent, Insurance Underwriter or Claims Adjuster.

These roles provide the opportunity to learn the essential skills required to train and develop others in insurance.

Insurance Training and Development Managers with more than 3 years of experience usually have significant experience in insurance services, regulations, and operations.

They often build their knowledge and skills in roles such as Insurance Agent, Insurance Broker, or Underwriting Manager.

Candidates with over 5 years of experience often have a strong background in training and development within the insurance sector.

They may have previously worked in roles such as Training Coordinator or Learning and Development Specialist in an insurance firm.

Those with more than 7 years of experience usually hold senior positions and may have experience managing a team or department.

They may have previously worked as Training and Development Director, or Head of Learning and Development, where they would have gained leadership and strategic planning skills.

All in all, an Insurance Training and Development Manager is expected to have a good understanding of both the insurance industry and the principles of learning and development, gained over several years of industry experience.

 

Insurance Training and Development Manager Education and Training Requirements

Insurance Training and Development Managers usually hold a bachelor’s degree in business, insurance, finance, or a related field.

These programs offer courses that cover various aspects of insurance, risk management, leadership, and organizational behavior, which are essential for this role.

Many employers value a master’s degree in business administration or a related field.

This advanced degree can provide in-depth knowledge of business strategies and principles, which can be beneficial for managing training and development programs.

Work experience in the insurance industry is often required, with at least a few years in a managerial or supervisory role.

This experience offers practical understanding of insurance operations, policies, and claims processing.

Insurance Training and Development Managers typically need to be licensed.

Licensing requirements differ by state and may require passing an exam.

The National Alliance for Insurance Education & Research provides designations such as Certified Insurance Counselor (CIC) and Certified Risk Manager (CRM), which could be beneficial.

Continued education is important in this role, as the insurance industry is constantly evolving.

Therefore, Insurance Training and Development Managers often participate in seminars, workshops, and courses to stay updated on industry trends, laws, and regulations.

 

Insurance Training and Development Manager Salary Expectations

An Insurance Training and Development Manager can expect to earn an average salary of $97,350 (USD) per year.

However, actual earnings can vary significantly based on experience, industry, and geographic location.

This role’s compensation may also be influenced by the size and profitability of the insurance company.

 

Insurance Training and Development Manager Job Description FAQs

What skills does an Insurance Training and Development Manager need?

Insurance Training and Development Managers should possess excellent communication and leadership skills to effectively impart knowledge and train insurance professionals.

They should be proficient in designing and implementing training programs, have a thorough understanding of the insurance industry, and understand adult learning principles.

They must also have strong organizational skills to coordinate training schedules and manage resources.

 

Do Insurance Training and Development Managers need a degree?

Most Insurance Training and Development Managers hold a bachelor’s degree in business, finance, or a related field.

Some employers may prefer candidates with a master’s degree.

Relevant work experience in the insurance industry is also crucial.

Certifications in training and development or insurance can also be beneficial.

 

What should you look for in an Insurance Training and Development Manager’s resume?

Look for a strong background in the insurance industry along with experience in training or education.

Evidence of creating and implementing successful training programs can indicate their effectiveness.

Leadership positions or experience managing teams is also a plus.

Certifications in training or specific areas of insurance can further highlight their expertise.

 

What qualities make a good Insurance Training and Development Manager?

A good Insurance Training and Development Manager is a strong leader who can effectively guide others in their learning journey.

They should be patient and able to explain complex insurance concepts in an easy-to-understand way.

Being innovative and creative in designing training programs can also be valuable.

They should also be dedicated to continuous learning, staying up-to-date with the latest insurance trends and developments.

 

Is it difficult to hire an Insurance Training and Development Manager?

Hiring an Insurance Training and Development Manager can be challenging, as it requires finding a candidate with a unique blend of insurance expertise and educational skills.

It may also be difficult to find candidates with extensive experience in this specific role.

However, offering competitive salaries, opportunities for growth, and an engaging work environment can attract qualified candidates.

 

Conclusion

And there you have it.

Today, we’ve unveiled the true ins and outs of being an Insurance Training and Development Manager.

Surprised?

It’s not just about understanding insurance policies.

It’s about shaping the future of the insurance industry, one training module at a time.

Armed with our comprehensive Insurance Training and Development Manager job description template and authentic examples, you’re primed to take the next step.

But why stop there?

Dig deeper with our job description generator. It’s your ideal tool for creating precision-crafted job listings or refining your resume to perfection.

Remember:

Every training session is a step towards a more efficient industry.

Let’s shape that future. Together.

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