User Adoption Specialist (Trainer)

User Adoption Specialist (Trainer)

Company: Sequel Insurance
Department: Operations
Reports to: VP, Retail Operations

About Sequel Insurance

At Sequel Insurance, we’re proud to be a great place to work, built on a people-first, collaborative culture where employees are truly valued and empowered to thrive. We invest in our team through a competitive benefits package, meaningful growth and development opportunities, and an environment grounded in connection, transparency, and continuous improvement, so you can do your best work and build a rewarding, long-term career.

Summary

The User Adoption Specialist focuses on improving operational efficiency by bridging the gap between complex technologies and end users, training staff on how to utilize varying software tools. The User Adoption Specialist shall conduct training sessions, provide material development, evaluation, and ongoing training support. This role partners with business stakeholders, IT, and operations teams to ensure employees effectively utilize technology solutions.

Key Responsibilities

• Lead adoption strategies for new and existing systems, including agency management systems, CRM platforms, and Microsoft tools
• Identify adoption risks and resistance points; develop and implement mitigation strategies
• Design and execute initiatives to improve user engagement and system utilization
• Develop and deliver training materials, including guides, tutorials, and documentation aligned with organizational standards
• Drive adoption and education around AI tools and resources (e.g., Copilot and other emerging technologies)
• Champion process documentation updates and workflow optimization efforts
• Monitor system utilization metrics and analytics to identify gaps and improve adoption and compliance
• Partner with IT and support teams to troubleshoot issues and enhance the user experience
• Promote best practices, consistency, and standardization across the organization
• Support change management initiatives tied to system and process enhancements
• Perform other duties as assigned

Qualifications

• Bachelor’s degree in Business, Information Systems, or related field (or equivalent experience)
• 3+ years of experience in user adoption, training, change management, or business analysis
• Experience within the insurance industry preferred
• Familiarity with Applied Epic, Epic Benefits Builder, and CSR24
• Working knowledge of Salesforce and Microsoft tools (especially Teams, Copilot, and Excel)
• Strong analytical mindset with experience using data to drive insights and decisions

Core Competencies

• Change management and adoption strategy leadership
• Project management and execution
• Instructional design and training delivery
• Strong problem-solving and critical thinking skills
• Adaptability in a fast-paced, evolving environment
• Excellent written and verbal communication skills
• Self-motivated with the ability to work independently and collaboratively

Benefits & Perks

At Sequel Insurance, we believe our people are our greatest asset. We offer:

• Competitive compensation package
• Comprehensive medical, dental, and vision insurance
• Generous paid time off and company holidays
• Flexible work environment supporting work-life balance
• 401(k) with company match
• Ongoing learning and development opportunities
• Exposure to innovative tools, including AI and emerging technologies
• A collaborative culture where your ideas and contributions are valued

Work Environment & Conditions

Physical Demands:

• Regularly required to sit, use hands, reach, and communicate
• Occasionally required to stand and walk
• Ability to lift and/or move up to 10 pounds
• Specific vision abilities include close vision and the ability to adjust focus

Work Environment:

• Office-based environment with a moderate noise level
• Use of standard office equipment and computer systems required
• Occasional national travel may be required

Please note: This job description is not intended to be an exhaustive list of duties or responsibilities. Responsibilities may change based on business needs.