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Learning & Development Trainer II

Brightway insurance

Charlotte, NC

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JOB DETAILS
SKILLS
Adult Learning, Analysis Skills, Best Practices, Coaching, Conferences, Content Delivery/Distribution, Content Development, Content Management, Continuous Improvement, Cross-Functional, Customer Satisfaction, Customer Service Operations, Customer Support/Service, Customer Training, Data Analysis, Design Services, Documentation, Information Systems/Technology IS/IT Administration, Instructional Design, Insurance, Insurance Sales, Leadership, Leading Edge Technology, Marketing, Mentoring, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Product Family, Microsoft SharePoint, Microsoft Word, Multimodal Interaction, Needs Assessment, Onboarding, Performance Management, Performance Metrics, Presentation/Verbal Skills, Problem Solving Skills, Property and Casualty Insurance, Set Goals, Systems Administration/Management, Team Lead/Manager, Team Player, Time Management, Training/Teaching, Training/Teaching Materials, Webinar, Workflow Analysis, Writing Skills, eLearning
LOCATION
Charlotte, NC
POSTED
Today
About Brightway

Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation's largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development.

We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets.

Scope

The Learning & Development Trainer II delivers high-impact, multi-modal training experiences across all stages of the agency journey-from onboarding to ongoing development-to strengthen brand alignment, drive adoption of best practices, and develop a winning mindset. Leveraging adult learning principles and innovative instructional design, this role creates and facilitates engaging, results-oriented learning that improves performance, enhances customer satisfaction, and supports Brightway's strategic growth. Regular needs assessments, content updates, and continuous improvement efforts ensure that training remains relevant, data-driven, and aligned with business priorities.

Job Responsibilities
• Design and deliver blended learning experiences including virtual instructor-led training (VILT), in-person workshops, eLearning, videos, job aids, leader guides, webinars, and other formats.
• Develop goal-driven content using instructional design models such as ADDIE, in collaboration with L&D teammates and subject matter experts.
• Facilitate engaging training sessions on topics including insurance sales, systems, leadership, customer service, and agency operations.
• Customize training schedules to minimize business disruption and support unit and franchisee performance goals.
• Regularly assess learner needs and feedback to continuously improve training content and delivery methods.
• Utilize the LMS and other technologies to deploy interactive, multi-modal learning and manage content updates.
• Promote peer learning and mentorship through forums, coaching, and participation in Brightway's mentoring programs.
• Conduct follow-up assessments and analyze training data, surveys, and KPIs to measure impact and effectiveness.
• Proactively identify workflow, process, or service improvements that enhance training outcomes, customer satisfaction, and operational efficiency.
• Maintain accurate and current training documentation, including procedure manuals and departmental learning materials.
• Collaborate cross-functionally with leaders and stakeholders to align training efforts with company goals and shared objectives.
• Serve as a learning ambassador, representing Brightway at internal and external events such as conferences and panels.
• Document training activities and results in internal systems with accuracy and timeliness.
• Perform other related duties as assigned.

Skills, Licenses, Certifications
• Highly proficient in Microsoft Office products (Word, Excel, Outlook, One Drive, SharePoint, Teams, PowerPoint)
• Proficient in basic IT troubleshooting, system setup, and navigation - and ability to teach to others
• Beginner level instructional design experience
• Content development experience desired
• Able to gather and analyze complex facts and data, draw inferences, weigh alternatives and present logical solutions
• Exceptional facilitation skills in classroom and virtual settings

Education and Experience
• Bachelor's degree or equivalent
• Property and Casualty (or state equivalent) insurance license preferred
• Minimum of 3+ years insurance experience in Personal and/or Commercial Lines (Commercial experience highly preferred)
• Minimum of 4+ years' experience in Training (or related field)
• Prior Manager or Producer-level experience within an insurance agency preferred

Soft Skills
• Exceptional customer service mindset; a desire and ability to lead a group to superior outcomes
• Excellent verbal and written communicator; must be able to convey the most complex of ideas in a clear and concise manner
• Ability to learn new Brightway systems and procedures quickly
• Superior independent judgment and decision making
• Superior creativity in problem solving
• Ability to learn, embrace and put into practice new concepts and skills
• Excellent time management skills; is able to model this behavior for others on the team
• Leader in the organization; supports management in delivering messages to employees
• Passion for helping others succeed and dedication to lifelong learning
• Exhibits our company values on a daily basis:
• Enthusiastic relationship builder!

Equal Employment Opportunity:
Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law.

We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.

About the Company

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Brightway insurance

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