Insurance Training and Knowledge Lead - THREE

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Description:

THREE Insurance simplifies commercial insurance for small businesses through a single, comprehensive policy that protects what matters most — property, liability, auto, and more — all in one straightforward package.


As we scale, consistency and clarity are critical. To deliver an excellent customer and agent experience, our teams must operate from the same standards — applying the same understanding of eligibility, coverage, process and compliance across the organization.


The Insurance Training and Knowledge Lead helps make that possible.

Summary

The Insurance Training and Knowledge Lead builds and sustains the framework that ensures teams consistently apply THREE’s underwriting, sales, and servicing standards.


Reporting to the Director of Product and Operations, this person will work cross-functionally with Sales, Service, Underwriting, Compliance, and Operations to standardize knowledge, institutionalize expertise, and drive quality performance through structured training, clear documentation, and continuous improvement.


They serve as THREE’s central source of subject-matter truth — ensuring there are no conflicting answers about eligibility, coverage, process, or compliance. When questions arise, this person either knows the answer or can point to the single, authoritative source.


Note: This person does not define the business processes themselves. Those are established by departmental or product resources. The Specialist’s role is to translate and operationalize those defined processes into training, documentation, and QA practices that ensure they are understood and followed consistently.


The ideal candidate combines insurance expertise, training experience, process orientation, and technological proficiency with a passion for accuracy, learning, and performance excellence.

Job Responsibilities

Quality Framework & Standardization

  • Develop and maintain a quality assurance framework that defines consistent standards for underwriting, sales, and service accuracy regarding THREE’s coverage.
  • Partner with departmental QA resources to align evaluation criteria, scoring rubrics, and feedback methods across teams.
  • Track and report recurring errors, root causes, and trends to inform targeted training and process improvements.

Training & Enablement

  • Translate defined business processes and coverage details into clear, actionable training materials.
  • Design and implement training programs that reinforce QA findings, procedural standards, and compliance expectations.
  • Create self-paced or AI-assisted training modules to make learning scalable and repeatable.
  • Deliver live or virtual sessions where interaction and reinforcement are needed.
  • Measurably reduce errors and improve consistency in how externally facing teams understand and communicate THREE’s insurance offering

Subject Matter Authority

  • Act as the single point of truth (content and documentation accuracy) for questions related to product coverage, underwriting eligibility, process, and compliance.
  • Maintain and update documentation within Wiki to ensure information is current, consistent, and accessible.
  • Resolve discrepancies across departmental documents and ensure alignment with approved procedures.

Continuous Improvement & Collaboration

  • Collaborate cross-functionally to align QA and training initiatives with company goals.
  • Use QA and training insights to recommend process improvements (while leaving formal process design to departmental owners).
  • Support change management and internal communications when new processes, systems, or standards are introduced.

What Success Looks Like

  • Establish a unified QA and training framework across Sales, Service, and Underwriting.
  • Eliminate conflicting sources of truth by centralizing product and process knowledge.
  • Deliver targeted training and QA initiatives that measurably reduce errors and improve consistency.
  • Launch at least one AI- or system-led learning module to reduce manual training burden.
  • Build lasting relationships with departmental QA leads and process owners to sustain the framework long-term.
Requirements:

Qualifications

  • Experience in commercial insurance operations, underwriting, or quality assurance.
  • Proficiency with knowledge and learning tools.
  • Excellent written and verbal communication skills.
  • Demonstrated experience in training delivery and/or training/QA program development.
  • Bachelor’s degree in Business, Communications, or related field (or equivalent insurance industry experience).
  • Insurance designations (CPCU, AU, ARM, CIC) a plus.

About Us

Our parent, Berkshire Hathaway Inc. (berkshirehathaway.com) is a holding company with diversified interests in a host of industries, including insurance, energy, transportation and manufacturing. Most policies issued through THREE will be underwritten by Berkshire Hathaway Direct Insurance Company ("BHDIC"), which is an AM Best rated A++ insurer.

BHDIC is domiciled in Omaha, Nebraska. BHDIC and the team at THREE are focused on helping small business owners quickly and easily buy affordable insurance directly from a financially strong insurance company they can trust.

BHDIC is excited to announce our comprehensive benefits package with some new and enhanced features for 2026 that include:

  • Medical (PPO/HDHP), vision, disability, and life insurance.
  • Enhanced dental plan with orthodontia coverage in addition to a standard plan.
  • Generous PTO plan for all benefit-time eligible employees.
  • Paid company holidays and 4 floating holidays.
  • Paid parental leave.
  • Employee Retirement Savings Plan/401(k) with company match and immediate vesting.
  • Education Assistance Program that offers 100% upfront tuition reimbursement after 6 months of service for approved degree programs.
  • Service Recognition Program that provides a monetary award to be used toward a vacation every 5 years of employment.
  • Wellness Initiatives that include Fitness Center and Weight Watchers Reimbursement programs.
  • Voluntary benefits that include accident, critical illness, and hospital indemnity.
  • Employee discount and rewards program on travel, tickets, electronics, home, and more.

In accordance with pay transparency laws and regulations, the following good faith compensation range estimate is being provided. The salary range for this position is $95,000 - $120,000 per year. Final compensation will be based on candidate qualifications, geographic location, and other considerations permitted by law.

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