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.

Sequel is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws.

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