P&C Technical Trainer

Department: Human Resources
Location: Hybrid
FLSA Status: Exempt

Grow With Us

At RCM&D, our employees are also owners, invested in our work, our clients, and our communities. We’re looking for a P&C Technical Trainer who values collaboration, takes pride in their contributions, and wants to grow with a firm where shared success truly matters.

Our Just Cause

Together, we’re creating a future where success is shared and communities thrive.

1. Our solutions and expertise empower our clients to realize opportunities, generate wealth and improve wellbeing. ​
2. Our shared ownership model aims to create prosperity for all colleagues that share our values and embrace our cause.​
3. Our generosity with both our time and money moves our ​communities forward.​

Who We Are

RCM&D, a Unison Risk Advisors company and 2025 Awarded Best Places to Work is ranked among the top independent insurance advisory firms in the United States. Founded in 1885, we leverage our 140+ years of experience and strong local, national and global reach to meet clients’ business objectives. 

We are relationship-driven, growth-minded, and deeply committed to doing the right thing for our clients, colleagues, and communities.

The Role

The Property & Casualty (P&C) Technical Trainer is responsible for designing, delivering, and continuously improving technical insurance training programs that support the professional development of client-facing and operational team members. This role ensures employees build and maintain strong knowledge of commercial coverage, carrier requirements, agency workflows, and industry best practices.

What You’ll Do

•      Develop and deliver technical onboarding content to new hires in P&C roles.
•         Facilitate instructor-led training (in-person and virtual), workshops, and webinars on P&C technical topics.
•          Design and develop engaging learning materials including presentations, job aids, quick reference guides, and e-learning modules.
•      Teach core P&C concepts including coverages, endorsements, policy forms, underwriting guidelines, certificates, statement of values, evidence of property, claims processes, and risk management fundamentals.
•          Translate complex insurance concepts into practical, role-relevant learning.
•          Establish collaborative partnerships with all P&C verticals and Market Leaders to identify development needs and agreed-upon objectives.
•         Identify and involve internal and external P&C subject matter experts in the design, development, and delivery of learning solutions.
•          Partner with Learning and Development, Operations, and Leadership to collect data to address additional needs and performance gaps, and to ensure training aligns with agency processes.
•          Stay current on industry trends, carrier changes, regulatory requirements, and coverage updates.
•          Track and evaluate learner progress through assessments, observations, and feedback. Identify skill gaps and recommend targeted training solutions.
•          Design assessment and evaluation methods to gain feedback from participants following learning activities. Review regularly with the L&D Partner to identify ways to continuously improve effectiveness.
•         Participate in monthly meetings with the L&D Partner and P&C Manager(s) to plan and discuss strategic learning initiatives.
•         Additional duties as required.

What You Bring

Required Qualifications

• Minimum of 5 years of Property & Casualty insurance experience within an independent agency environment
• Subject knowledge expertise of Commercial Lines coverage
• Experience training, coaching, mentoring, or leading others
• Excellent presentation and facilitation skills
• Ability to communicate complex topics clearly and effectively
• Ability to work independently with limited supervision.
• Ability to learn third party computer programs/websites.
• Demonstrates accountability, works well under pressure, and meets deadlines and deliverables.
• Projects confidence in interactions with colleagues.
• Proficient with Microsoft Office suite.

Preferred Qualifications

•          Possess appropriate, jurisdictional licenses
•         Experience with Applied EPIC desired but not required
•         Bachelor’s degree in business or other related field is preferred.

How You Show Up (Our Core Values in Action)

Successful team members at RCM&D are:

• Reliable & Dependable – We build trust through reliability and consistency in everything we do
• Inspiring, Passionate & Positive – We are passionate about our work and inspire others through out dedication, positive attitudes and enthusiasm
• Driven by Integrity & Trust – We do what’s right, even when it’s hard or when no one is watching
• Selfless Team Players – We succeed together as a team by putting the needs of our clients and colleagues above our own
• Entrepreneurial & Solutions-Oriented – We challenge the status quo and don’t accept “no” as final

What We Offer

• Comprehensive benefits package
• Employee ownership through a 401(k) employer match and discretionary profit-sharing contributions
• Professional development and career growth opportunities
• Flexible work arrangements (remote and hybrid options) with a flexible paid time off approach

Equal Opportunity Employer

RCM&D, a Unison Risk Advisors company and founding member of Assurex Global, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.